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Senior Associate

Richard Broad



P+64 9 977 5297

M+64 21 469 046

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