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Publication

LAW REPORTS

 

New Zealand Trust Reports (NZTR) 

 

Online and hard copy official law report series; specialist collection of full text judgments relating to law of trusts from New Zealand courts; comprehensive headnotes to assist research and facilitate use of full text judgments; access to key decisions in trust law including previously unreported decisions (1965 to 1999); updated on ongoing basis (currently over 640 decisions).   

 

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TEXTS/BOOKS 

 

New Zealand Trusts and Asset Planning Guide (NZTAP Guide) 

 

Loose leaf commentary and guide covering asset planning; express trusts; wills and intestacy; trust administration; precedents; insurance planning and legislation; updated six-monthly with informative bulletins.

 

 

New Zealand Master Trusts Guide (3rded., 2011) (Ed)

 

Comprehensive guide by trust specialists to provide essential understanding of trust law; History of Trusts; Constructive Trusts; Trust Busting; Trustees’ Duties; Beneficiaries’ Rights; Charitable Trusts; Trust Taxation; Trust Insolvency and winding up; written for professionals engaged in all aspects of trust law at all levels. 

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PUBLISHED ARTICLES

 

STEP Trust Quarterly Review (TQR)

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  • Property: A Subject of its Time - Vol 18 Issue 2, 2020 (co-author)

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STEP Journal 

 

  • Land under Caveat – July 2019 (co-author)

  • Timber: A changed landscape for New Zealand trusts: the decisions in Clayton v Clayton – July 2016

  • Duty Bound – August 2010

 

Trusts & Wealth Management Journal 

 

  • Exemption Clauses – March 2012 (English/Italian)

  • L’Avvocato per Conto di un Trustee e Debitor - September 2010

 

NZTAP Guide 

 

  • Beddoe Applications, McLaughlin v McLaughlin – Bulletin, April 2019.

  • Ivanishvili v Credit Suisse AG – Bulletin, September 2018.

  • Appointors and protectors’ powers, are they fiduciary or personal? Does it matter? Goldie v Campbell – Bulletin, March 2018.

  • Can claims against trust settlements under s182 Family Proceedings Act 1980 reach out from the grave? – Bulletin, September 2017.

  • Trustee’s right of indemnity and equitable lien – Bulletin, March 2017.

  • Disclosure of trust information to beneficiaries – The Court of Appeal decision Erceg v Erceg – Bulletin, April 2016.

  • Clayton v Clayton — Supreme Court — a new landscape for attacking trusts – Bulletin, April 2016.

  • Clayton v Clayton: Illusory Trusts – Comment on Court of Appeal decision – Bulletin, 2015. 

  • Subrogation of Retired Trustee’s Right of Indemnity, Equitable Lien & Caveat on Trust Property – Bulletin, May 2011.

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