Bio
Simon Weil’s Trust and Asset Protection Planning practice is supported by background experience in the property, company and commercial fields developed while working in Australia, England and in New Zealand.
His depth and breadth of experience, combined with empathy and willingness to listen, places Simon in a unique position to help his clients. Despite the technical nature of his field of work, Simon brings a practical approach to what he does so that clients are better able to understand what can be complex legal arrangements.
Simon also has an international practice which involves him working with off-shore clients and intermediaries in respect of NZ Foreign Trusts.
He is a co-author of the Brookers ‘NZ Guide to Trusts’.
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Recognition
- Chambers and Partners, High Net Worth Guide, Ranked Band 2, 2023
Qualifications
- LLB – Queensland Institute of Technology
- Certificate of Proficiency in Tax – University of Auckland
- Admitted in New Zealand – 1993
Expertise
Work highlights
- Advised clients in relation to the establishment of appropriate trust and related structures to hold assets to achieve business and/or personal objectives.
- Advised trustees in relation to administration and restructuring trusts and to executors of estates in relation to administration and distribution of estates.
- Advised international Trust Companies in relation to compliance with New Zealand law.
- Advised on the intermediaries in relation to the Zealand Foreign Trust Regime.
- Advised on the impact the Family Protection Act, the Property (Relationships) Act and the Law Reform (Testamentary Promises) Act in relation to the preparation of wills and the administration of estates.
- Advised in relation the preparation of Enduring Powers of Attorney including advice to both the donor of the power and to attorneys on their responsibilities under Enduring Powers of Attorney.
- Acting as court property manager for incapacitated person in the review and remediation of trust and related affairs.
- Acting joint property manager in the management and administration of affairs for clients who have lost capacity.
- Established New Zealand Foreign Trusts for non-NZ resident clients.
- Prepared Agreements contracting out of the Property (Relationships) Act 1976.
- Continued trusteeship for high net worth clients.
"Simon is particularly good at communication, is clear and understands our wants and needs and different solutions. He's very professional and competent."
Chambers HNW 2024
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