PAST PAPER: Session 2: Challenging Wills, Gifts and Understanding Capacity
Date: September 2017
Gifts or Loans to Children and Estate Planning
Presented by Vicki Ammundsen, Director, Vicki Ammundsen Trust Law
Where There's a Will, There's a Way (to Challenge It)
Presented by Sally Morris, Partner and Georgia Angus, Senior Solicitor, Morris Legal
Testamentary Capacity, Undue Influence and Suspicious Circumstances
Presented by Richard Thompson, Barrister, Vulcan Building Chambers
Geoff Harrison is an experienced barrister who specialises in Family Law. He understands the sensitivity and confidentiality required when it comes to resolving family legal matters and concerns. He offers a wide range of legal services, including but not limited to: All aspects of family law, Parenting issues, Relationship and trust property disputes and Estate litigation issues. Geoff is a contributing author to 'Fisher on Matrimonial and Relationship Property', and is a member of the New Zealand Law Society.
Vicki Ammundsen is a director at Vicki Ammundsen Trust Law. Vicki's approach to trust law is practical but also grounded in a good understanding of trust law principles, related legislation and case law. As the author of a number of texts including Taxation of Trusts, the Trustee's Handbook and Trustee Liability, Vicki is well placed to provide advice on all areas of trust law.
Sally Morris is the founding partner of Morris Legal. Sally is admitted as a barrister and solicitor in New Zealand, New South Wales and New York and has a master of laws degree from Columbia University in New York. Sally has an established reputation in the field of relationship property, trust and estate disputes. Sally has been published in the New Zealand Law Journal and the International STEP Journal with articles relating to the role of charities in estate disputes and the application of the Wills Act by the High Court. Sally regularly presents papers to industry conferences around New Zealand including recent presentations on the use of trusts to protect assets, the role of the independent trustee, challenges to estates and the implications of the recent Supreme Court decision of Clayton v Clayton in terms of asset protection following the end of a relationship. Sally was recognised in the 2016 NZ Lawyer 2016 Hotlist as "one to watch" and was a finalist for the Young Private Practice Lawyer of the Year at the 2016 New Zealand Law Awards. Sally was recently awarded Trust and Estate Litigation Lawyer of the Year in the Finance Monthly Law Awards 2017. Sally is a STEP Affiliate Member and has recently completed the STEP Advanced Diploma in Trusts and Estates.
Georgia Angus is a Senior Solicitor at Morris Legal. Georgia's experience includes advising private clients, charities and international and local trustee companies in relation to complex trust, estate and relationship property disputes. Georgia began her legal career at Russell McVeagh, a top-tier commercial law firm, before moving to focus exclusively on contentious relationship property, trust and estate matters. Georgia's commercial experience and training means she brings a pragmatic and strategic approach to private client matters. Georgia has been published in the New Zealand Law Journal with an article relating to the role of charities in estate claims. Georgia received her LLB and MusB from the University of Otago. Georgia is on the committee for the NZLS Auckland Young Lawyers and is a member of the Auckland Women Lawyers' Association; ICANZ Trust Special Interest Group; the Family Courts Association; and the New Zealand Animal Law Association.
Richard Thompson began practise in 1994 when he spent 2 years as junior counsel for Fay Richwhite in the Winebox Inquiry. After 4 years abroad he began practice as a barrister sole in 2000, with a grounding of four years as a junior barrister at Shortland Chambers. Since 2008 he has been a member of Vulcan Building Chambers where his practice covers a broad range of commercial litigation. In the past ten years he has had an increasing focus on and interest in estate and trust litigation. He is a member of the ADLS Trust Law Committee. He has also been closely involved with the acting community and is a founding trustee of the Actors' Benevolent Fund.
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