Description
Attend and earn 0.5 CPD hour
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Learning Objectives:
- Understand recent court trends in estate and trust disputes
- Learn asset protection strategies for trust and estate planning
Chair
Surendra Bennett, Senior Associate, Martelli McKegg
A State of Evolution: Trusts and Relationship Property in Estate Disputes
- Recent court trends: a look at the evolving approach of the courts in relation to trusts, within the context of estate disputes over relationship property
- Implications of Cooper v Pinney: examining the possible consequences of the Cooper v Pinney decision on relationship property, trust law, and estates
- Practical asset protection: offering practical estate strategies for defensively protecting trust assets in the face of relationship property claims
Presented by Jeremy Johnson, Barrister, Bankside Chambers, Leading Barrister Sole in the Legal 500 Asia Pacific Rankings 2024 for commercial disputes
Presenters
Jeremy Johnson, Barrister, Bankside Chambers
Jeremy is an experienced litigator and dispute resolution specialist with a proven track record in advocacy. He has particular expertise in commercial, insolvency, relationship property and equity and trust law. He is frequently instructed to appear as counsel in the courts and before arbitral tribunals. Since 2013 Jeremy has been recognised as a leader in his field in leading global directories most recently in the Legal 500 Asia Pacific 2020 and Chambers Asia-Pacific 2020 and Chambers Global 2020 legal guides. Jeremy is a Fellow of the Arbitrators’ and Mediators’ Institute of New Zealand for Arbitration; he is the youngest person to have achieved this distinction. He is also a Fellow of the Chartered Institute of Arbitrators. Jeremy also received the Sir Ronald Davison Award for excellence in arbitral award writing. He is available to appear as counsel in arbitrations and to take appointments as an arbitrator. Jeremy was awarded the 2017 NZ Law Awards Artemis Executive Recruitment Young Private Practice Lawyer of the Year (under 35). Being described as “a clear winner in this category”, the judges praised Jeremy for having an impressive career to date. Prior to joining the bar Jeremy was a partner at Wynn Williams where he led the Dispute Resolution team for eight years and was the senior litigation partner by the time he left.
Surendra Bennett, Senior Associate, Martelli McKegg
Surendra Bennett is a Senior Associate with Martelli McKegg and specialises in both Relationship and Family Disputes as well as Trust and Estate Disputes. Surendra’s compassionate approach and extensive experience make her a strong advocate for her clients. She ensures that every client understands their legal rights, and chooses the channels – including mediation and negotiation – that will help them reach the best possible outcome. As Senior Associate in our Litigation team with a focus on family law, Surendra handles complex issues around relationship property, separation, custody and spousal maintenance, and represents clients in both the Family Court and the High Court.