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Enforcing Promises - the Testamentary Promises Act

Enforcing Promises - the Testamentary Promises Act
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The Law Reform (Testamentary Promises) Act 1949 (the Act) is a piece of legislation unique to New Zealand that makes “better provision for the enforcement of promises to make testamentary provision in return for services rendered”. This presentation will provide practical guidance to lawyers when drafting wills to ensure they are less vulnerable to attack and also to lawyers advising clients in relation to bringing or defending a claim based on a promise.

This seminar will include:

  • An overview of the Act and an analysis of recent decisions under this legislation
  • A discussion on bringing and defending claims under the Act, including procedural requirements and the role of an executor
  • A discussion on strategies when drafting wills and providing advice to testators regarding potential claims under the Act
  • A case study regarding a claim by a stepson against his stepfather’s estate where the entire estate was left to a charity.

Learning objectives

After attending this seminar you will be able to:

  • Draft wills that are less vulnerable to a claim under the Act.
  • Understand what is required to bring or defend a claim under the Act.

Who should attend

Family lawyers, general practitioners and lawyers advising private clients.

Paper

A short paper, in PDF format, together with a copy of the powerpoint presentation will be emailed out prior to the seminar.

Times

  • 4.00pm - 6.00pm (tea and coffee available on arrival)

Fee (incl GST)

In Short

  • $115 - NZLS members and Associate members
  • $165 - Non-members

Do you want to register more than one person for this course? Click here
Download registration form

Auckland 1 August
Live Web Stream 1 August

Presenters

Georgia high quality WEB EDIT Georgia Angus
Senior Solicitor, Morris Legal, Auckland

Georgia is a Senior Solicitor at Morris Legal. She began her career at Russell McVeagh and now applies this commercial background to trust, estate and relationship property matters. Georgia’s experience includes advising private clients, charities and international and local trustee companies in relation to complex disputes.


Sally high quality WEB EDIT Sally Morris
Partner, Morris Legal, Auckland

Sally is the founding partner of Morris Legal. She is admitted as a Barrister and Solicitor in New Zealand, New South Wales and New York and has an LLM from Columbia University in New York. Sally has an established reputation in the field of relationship property, trust and estate disputes, appearing regularly in the Family Court, High Court and Court of Appeal on behalf of trustees, beneficiaries, executors, charities and private clients.

Cancellation and refund policy

If written notice of cancellation of a registration arrives before the day of the seminar we will refund the registration fee, less an administration fee of $40. If you are unable to attend, you may send a substitute - to correctly assign CPD credit, CLE must be notified in advance. NZLS CLE Ltd reserves the right to cancel or reschedule seminars if necessary.

Registrant Details

Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press ‘save’ after adding each new registrant.

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Enforcing Promises – the Testamentary Promises Act - Auckland

1 August - NZLS Auckland Branch

NZ $165.00
incl GST

Multiple Registration

Enforcing Promises – the Testamentary Promises Act - Live Web Stream

1 August - At your desk or device

NZ $165.00
incl GST

Multiple Registration
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CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
cle@lawyerseducation.co.nz

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Law Society Building
26 Waring Taylor Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand