The NZ Law Society’s Property Law Section identifies and recognises lawyers who have particular expertise in Property Law. David has qualified as an Accredited Specialist for some time. From the 2018-2019 year, additional criteria apply for confirming the annual accreditation. These include that the lawyer;

has practised for 10 or more years where Property practice has been more than 50% of his or her work; and

has undertaken a dedicated amount of time in personal Professional Development in Property specific areas.

David has met these conditions and is a recognised Accredited Specialist for the 2018-2019 year.

What this means is that David’s clients can continue to be assured they are dealing with a true Property Law professional. This is important given the ever increasing complexities of the law.

David’s knowledge and contribution to the profession have again been recognised.

He has been re-elected to a 3rd term,2018-2021, and will continue his work in this his 7th year, on the Executive Committee of the NZLS Property Law Section.

The Executive Committee represents the 1400 lawyers who are voluntary paid up members of the NZLS Property Law Section – the largest of the 3 specialist Sections of the NZ Law Society.

Brave women, Strongman and Pike River mines, Land Rovers, little French cars, County Monaghan, Earnslaugh, Mangatainoka, Martinborough, Dan, Griz, Sue and Minty and James K Baxter  and more…..

Read a little more of David’s life and interests in this wonderful piece penned by Jock Anderson for the NZ Law Society

Click here to read the full article

In  this the second of the series of Articles taken from David’s paper (Will your will work well”) David describes and explains various types of Wills

Under our will we appoint executors (who become trustees if administration of our estate goes beyond the “executors year”) to get in our assets, deal with our liabilities and distribute our estate according to our wishes – holding certain assets as trustees if the entitlement to them is postponed.

The types of wills include:

  • Wills in contemplation of marriage.  Any will is revoked by marriage.  However, because newly weds might not be focussed on the need to make new wills immediately after their wedding, the law provides for them to make their wills prior to marriage.  Any will that is expressed to be in contemplation of marriage to a certain person will not be revoked by the will makers marriage to that person.
  • Mutual wills.  These are rare but they have their place.  Here each will maker benefits the other and agreed beneficiaries in reliance on the other will maker not changing their will without joint agreement.  Because it takes away testamentary freedom (the right to revoke your will by making another) I have never been confident that a mutual will can “stick”.  However, I am sure they have their place.
  • Wills creating legacies, bequests, donating organs, directing cremation/burial, imposing conditions on inheritances such as age, marital status etc. 
  • Wills creating life/widowhood interests.  These provisions give limited rights until the beneficiary dies or remarries.  The Death Certificate or Marriage Certificate evidences the end of the interest. 
  • Wills creating rights of occupation.  These are common for blended families and in de facto relationships.  The danger with them is how to determine when the right ends.  Often it is left to the trustees to determine whether the beneficiary is in a new relationship (how many days/weeks residence, toothbrush test, holidays) so if the trustees are the surviving partner and a child from the first relationship (who is to benefit when the right ceases) then there is a conflict and often an argument as to when the right has ceased.
  • Hotchpot provisions.  These take into account gifts/loans (other than small amounts for Christmas, birthdays etc) made by the will maker during his/her lifetime.  Such gifts and loans are taken into account prior to distribution of the deceased’s estate to even out the entitlement of the beneficiaries.

David has been elected to the 12 strong Board of Governors of The Australian and New Zealand College of Notaries. He has been a member of the College since it was established in 2007.

He is the only New Zealander on the Board. Other members represent Notaries in Queensland, New South Wales, South Australia, Tasmania, The Northern Territory, The Australian Capital Territory, Victoria.

The Australian and New Zealand College of Notaries is committed to promoting the highest standards of notarial practice through excellence in education, professional development and support for its members.

Although membership of the College is not mandatory for New Zealand Notaries, David believes there are real benefits, including successful Master Classes for Notaries which have been held in Auckland and Wellington. He hopes to promote these benefits to New Zealand Notaries during his term as a Governor.

David has been involved with the Beginning Experience Auckland team http://www.beginningexperience.org.nz/  for some years. 

The purpose of the Beginning Experience ministry is to help divorced, separated and widowed men and women and their children of divorce, parental separation and death to heal the grief of their loss, to help them with the suffering of their separation.

For the first time in 6 years New Zealand hosted an International Conference in Auckland in November, with delegates from Australia, United States, Wales, Ireland, Singapore and NZ. David was invited to present a paper on the New Zealand position regarding key aspects of Wills. 

This paper “Will your will work well?  (Will your assets at your death end up going to those you want to benefit?)”  was very well received by attendees so we decided to serialise it in our website over 6 months. The first article covers Powers of Attorney. We hope you find this and future articles in the series helpful.  

 

POWERS OF ATTORNEY

Many of my clients assume that, having made their wills, then if they lose capacity during their lifetimes, the trustees they have appointed under their wills are able to take care of things.

That is not the case.

A will can only speak when we die.

During our lifetimes we need to give powers of attorney if we want anyone to look after matters for us.

A power of attorney gives the attorney the authority to do whatever we would be able to do if we were present. 

However, the attorney’s capacity is only as good as the capacity of the donor.

That means if we have a power of attorney and “lose our marbles” then the attorney can’t do anything for us.

This situation has been addressed by the creation of enduring powers of attorney.  They are creatures of statute.

Once the (now rather onerous) requirements for setting up enduring powers of attorney have been met, then the attorney can represent us even if we later become unable to work out things for ourselves.

Any power of attorney can be revoked – so long as the donor has capacity.

All powers of attorney are revoked on death.

There is an advantage in appointing as attorneys the same people as you appoint as trustees of your will.  That means a seamless arrangement after your death if your affairs have had to be handled by your attorneys while you are living.  It also means that the attorneys (especially if they are family members) are alert to the accountability to beneficiaries when you die.

That removes the attorneys focus from themselves if there is any element of self interest conflicting with your interests or the wider interests of your family.

We have a new physical postal address - but the good news is we haven't moved.  

Confused - well you might be. After being 450 Kamo Road since 1990 we became 2B Meldrum Street earlier in 2017. Then, because of confusion with the flats at 2 Meldrum Street (known as 2A, 2B, 2C, 2D and 2E) the Whangarei District Council (in association with Land Information NZ) has now renumbered the office as 2 Meldrum Street.

After 6 and a half years, as an elected representative on the Council of ADLS, David has reluctantly stood down. He completed his term on Friday 14 October 2016. This was 5 months before the scheduled end of his term. The demands of a busy Whangarei based practice had simply become too great, and of course David’s commitment to his clients always had to come first.

David is very grateful for the support he received from friends and colleagues during his time on the Council . Recognition of his contribution has been forthcoming from several members of the legal profession. A senior colleague in Whangarei, Ian Reeves, recently thanked David for the huge personal commitment and skill he devoted to the role.