• Hedgeman v Driver [2022] NZHC 3356 – a claim by the daughter of a woman who passed without leaving anything to her three daughters in her estate, all three of which were in financial need and two of which were disabled. Complicated by the fact the executor of the estate was deemed mentally incapable during the proceeding, which necessitated further claims to replace the executor.

• McLaughin v McLaughlin & Anor [2021] NZHC 3015 – a claim by three brothers against a fourth brother for various breaches of his trustee duties in the course of developing a rural family property near Nelson into a large subdivision. I juniored Jeremy Johnson in a three week High Court trial involving considerable expert evidence and novel equitable claims following various UK decisions on similar issues.

• Numerous mediated settlements – I have acted for a number of beneficiaries of trusts and estates in claims against trusts and executors, as well as for trustees and executors, where the claims have ultimately resulted in settlement, avoiding costly legal proceedings.

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Cases

FAQ

Contentious Trusts & Estates