Acting in litigation, arbitration or mediation involving discretionary family trusts - acting for either trustees, beneficiaries, appointors or settlors
Advising trustees regarding decision-making and the factors they need to consider when making distributions and other important decisions affecting trust property
Advising beneficiaries on how to challenge trustee decisions
Advising trustees about their obligations to give disclosure of basic or particular trust information disclosure and advising beneficiaries regarding their entitlement to that information
Acting for trustees or claimants when there are challenges to an estate or trust under
the Family Protection Act - where it is alleged the will/intestacy left insufficient for the claimant’s support and maintenance
the Law Reform (Testamentary) Promises Act - where it is alleged the deceased promised the claimant ‘reward’ for services in their will, but failed to make good on that promise
the Family Proceedings Act - where the expectations of a married spouse from a discretionary family trusts have been dashed by dissolution of the marriage
Assisting with applications to the court for validation of documents ‘as a will’ when they fail to comply with the statutory requirements for documenting, signing and witnessing a will
Assisting with applications to the High Court to vary or rectify trust deeds under the Trustee Act or in equity
Assisting with applications under Wills Act, Trustee Act and Administration Act
Advising trustees or attorneys in respect to enduring powers of attorney and how to deal with people suffering mental incapacity
Advising on any issues arising out of the Protection of Personal and Property Rights Act 1988
Acting for plaintiffs or defendants in trust and relationship/matrimonial property litigation
Acting for plaintiffs or defendants in claims based on direct and indirect contributions to the property held in the trust