PAST PAPER: Session 1: Proper Instructions, Transparency, Children and Businesses
Date: September 2017
Wills Instructions: Giving Advice vs Order Taking
Presented by Henry Stokes, Senior Trusts Solicitor, Public Trust
Children of the Deceased: Natural Children, Step Children and Adopted Children
Presented by Stuart Cummings, Barrister, Surrey Chambers
Dealing with the Person and the Business
Presented by Stephen Law, Senior Associate, TGT Legal
Tammy McLeod is the director at Davenports Harbour and a trust and asset structuring specialist. She specialises in the areas of personal asset planning, trust law and Property (Relationships) Act. Tammy has been the director at Davenports Harbour for over 10 years and leads the Trust Team. She enjoys providing clients with advice and assistance on a broad range of issues involving the structuring and establishment of asset plans, interpretation of trust deeds, duties of trustees and the management and administration of trust funds. Tammy is a past president of the Auckland Woman Lawyers' Association and is a current co-convenor of the NZICA Trust Special Interest Group.
Henry Stokes has been in private practice and acted as in-house counsel for a combined period of 20 years. He is currently a senior trusts solicitor for Public Trust. Henry specialises in the areas of wills, estates, trusts (both family and charitable) and protection of personal and property rights matters, including appearing in the Family Court and High Court. Henry advises on all areas from the preparation and implementation stages through to the disputes, claims and proceedings stages.
Henry Brandts-Giesen specialises in private wealth. His advisory practice encompasses family trusts, offshore trusts, residency by investment, estate planning, relationship property agreements, collective investment schemes, unit trusts, superannuation schemes and employee benefit trusts. He is an experienced corporate and commercial lawyer and has a strong understanding of fiduciary risk having acted for both institutional and private trustees in numerous major transactions in New Zealand and overseas. Henry also has a contentious element to his practice and he is frequently involved in the resolution of trust related disputes, the interplay between trusts and relationship dissolution and applications to court for orders relevant to trusts. He has acted for prominent clients in a number of reported judgments concerning the Rule in Hastings Bass, the Doctrine of Mistake, the removal of fiduciaries and Public Trustee v Cooper type applications together with several unreported judgments concerning relief of an injunctive nature. Henry has advised several sportsmen, performers, captains of industry and other internationally recognised individuals. He regularly advises foreign law firms, banks, accountants, financial service providers and professional trustees.
Stuart Cummings commenced practising law in 1979 as an old-fashioned "law clerk" while completing his law degree. He was admitted in May 1982 and has practised, in the earlier days, in a number of jurisdictions before specialising in Family Law in the late 1980s. Over the past 17 years that family law focus has further narrowed to a predominance of work in the relationship property area, trusts and the law affecting estates. Stuart has practiced as a Barrister sole since 1990.
Stephen is a senior associate at TGT Legal, a boutique law firm specialising in trusts, personal asset planning, succession, trustee services, estate administration and superannuation.
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