Retaining your family trust could be important With the recent increase in the trustee tax...
Our People
Monique Mackie
Senior Associate
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Expertise
Trusts and Personal Asset Planning
Wills
Enduring Powers of Attorney
Relationship Property Agreements
Estates
Property Sharing Agreements
Separation (section 21A) Agreements
Monique has over 20 years’ experience in law. She has extensive experience in a large New Zealand law firm practising in tax and later specialising in personal asset planning. She has also practised in Australia and was admitted to the Bar there.
Monique joined the firm in 2015. Her expertise in the area of trusts and personal asset planning is wide-ranging. She is experienced in assisting clients in structuring their affairs, including establishing family trusts, drafting wills and enduring powers of attorney. She can also assist with relationship property/contracting out agreements and separation agreements.
Recent Projects
- Review of trust deeds and varying trust deeds in light of the new Trusts Act 2019;
- Advising trustees of their obligations under the new Trusts Act 2019;
- Advising settlors of the implications of the new Trusts Act 2019 on their family trusts;
- Resettlement of family trusts;
- Arranging distributions from a family trust;
- Winding up a family trust;
- Applying for probate and letters of administration in the High Court;
- Preparing a will for a blended family situation;
- Preparing enduring powers of attorney in relation to Property and in relation to Personal Care & Welfare;
- Preparing applications for the residential care subsidy with the Ministry of Social Development;
- Drafting and negotiating Contracting Out Agreements and Separation Agreements.
ADMITTED
1999 High Court of New Zealand
2003 High Court of Australia
2003 New South Wales Supreme Court
Qualifications
BA/LLB
University of Auckland
Responsibilities/memberships
Member of Chartered Accountants Australia and New Zealand Trust Special Interest Group
3 things
you might not know
about Monique
She enjoys travelling and looks forward to adding more destinations to her list in future
A history buff, she enjoys reading historical ficton and non-fiction
Her happy place is the family bach at Whangamata
Contracting Out Agreements / Relationship Property Agreements – what they do and why you might want one
We are seeing more and more clients in relationships wanting certainty around the assets they own....
Trusts Act 2019
The trust landscape in New Zealand will change significantly from 30 January 2021 following the...