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