Lee Harris

Legal Staff

Trusts and Estates

DDI:+64 9 950 9047

Email:lee.harris@martellimckegg.co.nz

LinkedIn:View my LinkedIn profile

Capabilities

Trust and Asset Planning
Trust and Estate Litigation
Wills and Estates
Relationship Property Law
Real Estate
Francophone services

Lee is a Trust & Estate Practitioner in our trusts and estates team. She works closely with Melissa Clark.

Trusts

Lee regularly advises settlors, beneficiaries and trustees on the establishment, administration, winding up and effectiveness of trusts. She takes a proactive approach to whether a trust is fit for purpose, including when foreign connections are factored in.

She has been involved in disputes between trustees and beneficiaries. This has included relationship property disputes where constructive trusts were implied over express trusts. Lee also has experience with foreign trusts.

As a French speaker, Lee assists law firms and clients with French complexities associated with trusts.

Personal asset and estate planning

Lee drafts and advises clients in relation to effective and realistic estate planning. She regularly drafts wills that reflect clients' wishes, taking into account how those wishes will be worked out in the estate administration. A range of tools may be used to effect those wishes.

She regularly assists clients who have connections with multiple jurisdictions, including providing solutions that resolve conflicting laws. She has presented various seminars in respect of cross-border estate planning, including to the New Zealand Law Society, Society of Trust and Estate Practitioners and Chartered Accountants Australia and New Zealand.

Residential conveyancing and refinancing

Lee has experience in residential conveyancing and refinancing, which means she is able to give advice relating to trusts with an awareness of wider property issues which may also be involved.

Estate administration

Lee has experience in all aspects of estate administration including assisting executors with obtaining letters of administration or grants of probate and dealing with the estate administration process.

With her foreign experience, she has also assisted law firms to resolve conflicting laws estate issues.

Relationship property

Lee drafts and advises clients in relation to relationship property and separation agreements. She has worked with francophone clients and their advisers in respect of assets in New Zealand.

Background

Lee completed the Diploma in International Trust Management with Society of Trust and Estate Practitioners (STEP) in 2012, and subsequently completed the STEP Anti-Money Laundering and Countering the Financing of Terrorism certificate in 2017. Previously, she qualified as a legal executive in 1986. She joined Martelli McKegg in January 2021.

Memberships

Justice of the Peace for New Zealand

Neighbourhood Support Street Co-ordinator

Recent articles

Children, life interests and non-residents in Wills - why are the new trust information requirements relevant?

New tax return information for trusts - what are the implications?

Overseas Investment Act - restrictions affecting non-complying foreigners