Richard Broad
Richard is a senior associate specialising in private client work.
He has had a great deal of experience in private legal practice together with in-house legal and management roles in trust companies.
He advises on all areas of succession planning and asset protection.
Examples of Work
- Trusts - establishment, administration, review, resettlement, variations and vesting
- Wills - complex drafting and advice
- Estate administration - complex applications for grants of probate and letters of administration for both New Zealand and foreign wills
- Powers of Attorney - enduring, general and specific
- Retirement Villages - advice on occupation right agreements
- Residential Care - advice on eligibility for government subsidies and government loans
Other Credentials
- Society of Trust and Estate Practitioners (STEP) - Member
- Estate and Tax Planning Council - Member
- Society of Trust and Estate Practitioners (STEP) Disciplinary Panel - Member
- New Zealand Law Society Auckland Standards Committee No. 4 - Convenor
- Auckland District Law Society Trust Law Committee - Member