Madison Jeffrey

I primarily practice in the areas of Trusts, Estates and Succession Planning (including management of life interest estates), Residential Conveyancing and Dispute Resolution.

I generally manage my own time and client files including meeting and liaising with clients, taking instructions, recording file notes, preparing all relevant documentation and attending on signing. The document preparation typically including:

• Wills (both simple and complex);
• Enduring Powers of Attorney;
• Trust documentation for all matters (i.e. trustee resolutions, change of trustees, removal/addition of beneficiaries, removal of incapacitated trustee/s, nomination of successor Appointer/s, Letter/Memorandum of Wishes, Deeds of Amendment of Trust etc.);
• Applications for Probate & Affidavits for Obtaining Grant of Probate;
• Deeds of Family Arrangement; and
• The set up of e-dealings (in both Legacy & Dealings LandOnline) including preparation of all relevant documentation such as Authority & Instructions Forms, Tax Statements and Overseas Investment Office online forms.

In addition to my standard areas of practice, my practice experience includes:

• Preparing and filing a successful application for early discharge of bankruptcy;
• An ongoing rural lease dispute in Gisborne High Court;
• Assisting clients with preparation for Disputes Tribunal hearings;
• Property Sharing Agreements;
• Relationship Property Agreements;
• Letters of Advice to clients with regard to lease renewals, building contracts, relationship property agreements and more;
• PPPR applications;
• Affidavits, briefs of evidence, memorandum of counsel, and originating and interlocutory applications for our civil litigation team;
• VMR attendances in the High Court for Case Management and Directions Conferences;
• Advising clients with regards to Occupation Right Agreements;
• Reviewing and revising company policies and precedents to ensure alignment with ever-changing laws and regulations (primarily the Trusts Act 2019); and
• Mentoring junior solicitors, enhancing their professional development and legal expertise.

Full-time summer clerk for the months of November through to February 2016 to 2020. Work experience including:

• Preparation of various legal documents (primarily with regard to Trusts, Estate Planning and general advice);
• Managing and arranging client appointments;
• Attending on clients for signing of Wills and Trust documentation;
• Researching relevant law for ongoing cases;
• Assisting with organisation and development of a review system for client deeds and Trusts; and
• Performing general office administration duties.