SERVICES

Trust Lawyer & Specialist

 

• Legal research

and opinions on trust related matters 

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• Trust litigation support

including: advice, pleadings, Beddoe applications, submissions and appeals

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• Business succession planning

including: advice, documentation and where appropriate, the use of business life insurance  

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• Webinars on trusts, succession planning and business life insurance

 

As a trust specialist, John has been able to find solutions to complex and difficult trust-related issues which required a level of specialist knowledge and expertise. In this capacity, John has assisted senior barristers to obtain successful litigation results and find solutions to difficult trust and commercial matters where other practitioners have sought for answers that have proved elusive.

 

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“John has assisted me in approaches in trust litigation, and has been able to bring a fresh approach and solution, where the matter has previously been considered carefully by other professionals in his field.” 

 

                                                   Lady Deborah Chambers QC

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In a court decision requiring specialist advice, court approval was obtained to a trust variation that was unique and previously thought not to be possible.

 

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“The most recent project on which I have been involved with John was assisting him in putting before the High Court a highly complex scheme for variation of a trust…. John developed a scheme for variation of this trust which included the innovative use of life insurance and I was able to successfully pilot this through the High Court”.

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                                                   Peter McKenzie CNZM QC