PAST PAPER: Session 1: Proper Instructions, Transparency, Children and Businesses

Session ID: CD179NZA06A
Date: Friday, 22 September 2017
Venue: This paper was presented in AUCKLAND

Past papers

State: AUCKLAND CPD:0
Past Papers $55.00

Overview

Session Content

Date: September 2017
PAST PAPER

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

Presenters

Tammy McLeod

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

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

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

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 Law

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.

Venue Details

Stamford Plaza Auckland

Ground Floor, 22 - 26 Albert St
Auckland 1010
AUCKLAND, NZ

Ph: 64 9 309 888

Directions:

The Stamford Plaza Auckland is a short 5 minute walk from the main

train/bus station Britomart. There is onsite valet parking, charged at a rate

of NZ$45 per car. Alternatively there are numerous public car parks in the

area including Challenge House, 1/3 Wolfe Street.

Parking is not included in the registrartion fee and price is subject to

change.

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