Richard specialises 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.

Richard is a member of the Society of Trust and Estate Practitioners (STEP); the Estate and Tax Planning Council; the Society of Trust and Estate Practitioners (STEP) Disciplinary Panel; and the Auckland District Law Society Trust Law Committee. 

Richard is also the convenor of the New Zealand Law Society Auckland Standards Committee No. 4.

Work Highlights

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.

Estate and Succession Planning

Identifying clients’ needs and putting required documentation in place to control and distribute assets.

Areas of Expertise

Private Client and Trusts
International Trusts and Non-New Zealand Residents
New Zealand Trusts
Health & Aged Care

Insights & News

4/07/2022·4 mins to read

Supreme Court denies charitable status for Family First: Are other advocacy-focused ‘charities’ at risk?

Charities
20/04/2022·4 mins to read

Trustees beware: new tax disclosures and mandatory financial statements for trusts

Trusts ActTax reform
8/06/2021·1 min to read

Trusts Act 2019: Have you reviewed your trust yet?

Trusts Act
22/01/2021·2 mins to read

New Trust Act comes into force on 30 January: are you ready?

Trusts ActCharities