Bethan Read Email & Phone Number

Auckland, New Zealand

Special Counsel at Morris leading the firm's private client team. Specialise in non-contentious private client services and hold in-depth knowledge and experience in estate planning and asset protection solutions. Expertise in trusts, wills, enduring powers of attorney and all other private client services, with several years experience, internationally and domestically having been admitted as a lawyer in both New Zealand and England & Wales.

Auckland, New Zealand

Senior Associate at Morris leading the firm's private client team. Specialise in non-contentious private client services and hold in-depth knowledge and experience in estate planning and asset protection solutions. Expertise in trusts, wills, enduring powers of attorney and all other private client services, with several years experience, internationally and domestically having been admitted as a lawyer in both New Zealand and England & Wales.

Auckland, New Zealand

Senior Associate admitted in both New Zealand and England and Wales, specialising in trust and asset planning matters.Specialise in various asset planning matters, including trusts both domestic and foreign trusts, wills and estates, EPAs, relationship property and other private client matters. Experience in international and domestic trust planning and advising trustees, beneficiaries and settlors/testators. Additionally assist clients with their international and domestic trust and personal compliance, including FATCA, CRS and Anti-Money Laundering requirements.Morrison Kent is also a member of Geneva Group International (GGI), one of the top ten international accounting, consulting and law firm alliances, meaning we have access to high quality firms in nearly every major financial and commercial centre around the world.

Auckland, New Zealand

Head of Trust Legal at Amicorp and Director of Amicorp's New Zealand Trust companies. Was head of the in-house legal team and responsible for a team of 6 lawyers/legal executives.Worked with New Zealand Foreign Trusts, New Zealand Limited Partnerships and New Zealand Look Through Companies and also work with BVI Trusts, including VISTAs. As head of the in-house legal team, responsible for overseeing all aspects of work done on structures and reviewing all legal work done by the team as well as handling directly all complex drafting, client management and administration. As director of the trustee companies, was responsible for approving all decisions made on Trust structures. Also acted on the client acceptance committee and was responsible for approving all new business from both a Compliance/AML and business risk management perspective.

Guernsey

Associate in Collas Crill's Guernsey Fiduciary Team (winner of Citywealth's Legal Team of the Year 2014). Acted in a wide range of Trusts and Foundations matters, providing advice to individuals, trust companies and other financial institutions. Advised on various estate planning and asset protection structures, including Discretionary Trusts, Life Interest Trusts, Fixed Trusts. Reserved Powers Trusts, Private Trust Companies, Foundations, Foundation Trustees, Unit Trusts, Family Limited Partnerships as well as Retirement Annuity Trust Schemes,Occupational Pension Schemes, Employee Benefit Trusts and Employee Incentive Trusts. Involved in drafting Trust and Foundation deeds, supplemental instruments and frequently advised clients on their fiduciary duties and ways to limit liabilities. Assisted in the fiduciary advice in both contentious and non-contentious applications to court, including applications to rectify Trusts, applications to vary Trusts, disputes between trustees and beneficiaries and Beddoe applications. Experienced in client on-boarding and Anti-Money Laundering requirements for trust clients.

Guernsey

Gained experience in Dispute Resolution and employment law, commercial law, company law, banking law and also wills and inheritance law.

London, United Kingdom

Gained experience working on transactional matters and advising clients in Funds and Financial Services law, particularly Fund structures involving Unit Trusts, Limited Partnerships and Limited Liability Partnerships.

Bachelor Of Laws (Llb) And Diploma In Legal Practice, Law

Education record