Blended families, an ageing population and greater awareness of and willingness to challenge a will means the practice of drafting wills in the context of potential issues regarding testamentary capacity is becoming increasingly complex and onerous for the legal practitioner. This seminar will refresh you on the guiding principles of taking will instructions, how to be on the alert for signs of testamentary issues and offer advice for working with your client in this area of estate planning to fully look after their interests.
This seminar will include:
After attending this seminar you will:
Trust and estate lawyers and litigators, family lawyers, junior lawyers, legal executives.
This presentation is available via live web stream, direct to your computer. Click here to find out more about web streaming.
Please note: Live Web Stream registrations close 12pm 17 October.
A short paper, in PDF format, together with a copy of the powerpoint presentation will be emailed out prior to the seminar.
|Live Web Stream||17 October|
Senior Solicitor, Brookfields Lawyers, Auckland
Samuel is a senior solicitor with Brookfields Lawyers. He provides advice on estate planning, estate administration, trust structuring, relationship property and incapacity law. Samuel has a particular interest in charitable organisations and incorporated societies. He is a member of the ADLS Mental Health and Disability Law Committee.
Partner, Brookfields Lawyers, Auckland
Alison leads the Trust and Management Services Team, at Brookfields Lawyers. She provides specialist legal advice on estate planning, the establishment and management of trusts and related asset management structures, relationship property, and elder law. Alison is a member of the Minister of Justice’s reference group on the reform of the law of trusts and the ADLS Trust Law Committee. She is the chair of the New Zealand branch of the Society of Trust and Estate Practitioners, which is the principal professional body for trust and estate practitioners worldwide and a member of the Mental Capacity SIG Global Steering Committee. Alison is the lead author of Lexis Nexis Law of Succession – Practical Guidelines.