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Asset Protection

Asset Protection
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Effective protection of your clients’ assets requires a real understanding of the issues and risks they may face. This seminar will cover several asset protection options together with various tools to use when advising clients on how to best protect their assets.

The seminar will also cover potential complications involving asset protection (such as blended families or existing complicated ownership structures) and some suggested solutions to combat such complications.

This seminar will include:

  • A discussion on how to best protect your clients’ assets, including:
    - structuring asset protection for specific situations and choosing the right ownership vehicle ie individually, together with others, in a company or a trust
    - the potential need for agreements to be put in place with other parties enduring Powers of Attorney – making sure the right people are in place to look after your assets in the event of incapacity
    - the need for Wills to ensure asset protection is continuous on death
  • Guidance on the use of Trusts, including:
    - when to use a Trust for asset protection
    - factors to consider including required annual administration and the gifting of assets
    - a discussion on upcoming changes resulting from the new Trusts Act 2019
  • A discussion of the Property (Relationships) Act 1976 and how this affects asset protection, including consideration of the following:
    - property subject or not subject to claim under the Act and the need for s 21 Agreements
    - time limits for application for division of relationship property
    - reasons to elect or not to elect making a claim under the Act.

Learning objectives

By attending this seminar you will gain:

  • Practical tips on the fundamentals you need to watch out for when advising your clients.
  • Best practice advice on how to structure your clients’ assets to ensure utmost protection.

Who should attend

Civil litigators, family lawyers, trusts/estates practitioners, property lawyers.

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

  • $125 - NZLS members and Associate members
  • $175 - Non-members
  • Live web stream group pricing available! Click here

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

Auckland 28 November
Live Web Stream 28 November

Presenters

WEB EDIT alison-gilbert Alison Gilbert
Partner, Brookfields Lawyers, Auckland

Alison leads Brookfields Lawyers Private Client team. She provides specialist legal advice on estate planning, estate administration, the establishment and management of trusts (both private and charitable) and related asset management structures, relationship property and incapacity law.

Alison has been ranked in the 1st band as a private client lawyer in the Chambers & Partners High Net Worth 2018 and 2019 Guide.

Alison is chair of the New Zealand branch of STEP, a member of the STEP Mental Capacity SIG Global Steering Committee and is also the lead author of LexisNexis Succession – Practical Guidelines.
WEB EDIT Paula Keuning Paula Keuning
Senior Solicitor, Brookfields Lawyers, Auckland

Paula works closely with Alison in the firm’s Private Client team.

Paula started out as a Trust Manager for Guardian Trust and has also worked for various small to medium-sized Auckland law firms before joining Brookfields
18 months ago.

Paula’s practice includes both contracting out and separation agreements, guidance on the use of Trusts, including their establishment, variation and resettlement, as well as more complex Will-advising and EPAs.

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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Asset Protection - Auckland

28 November - NZLS Auckland Branch

NZ $175.00

Multiple Registration

Asset Protection - Live Web Stream

28 November - At your desk or device

NZ $175.00

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

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand