A Property Manager authorised by the Court can execute a Will on behalf of a protected person (in terms approved by the Court). Drafting a Will is a really intensely personal activity. When you are doing it on behalf of someone else, where do you even start? How do you know this is the Will they would have made for themselves if they were competent to do so? Whom do you consult with? Who should have an opportunity to have a say and what if they disagree with what is proposed?
 
This seminar will include:

• When a s 55 Will should be considered and when it should not
• The entry level jurisdiction and legal tests
• A walk through the considerations in the drafting exercise and the steps to take to find out enough about the subject person to draft their Will
• The role charities may or may not play in this process.
• What the application needs to cover
• Insights into the management of disputed s 55 applications.

Learning objective

By attending this seminar you will:

• Have greater understanding of what is required when drafting a Will on behalf of a protected person by a Court-authorised Property Manager under the PPPR Act.

Who should attend

Civil litigators, family lawyers, and trusts & estates 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

Presenters

Theresa Donnelly Legal Services Manager, Perpetual Guardian, Auckland Theresa is the Legal Services Manager at Perpetual Guardian. She graduated from Auckland University in 1992 and has a wealth of experience in Elder Law and Wills related matters. Theresa was formerly from Public Trust (Senior Solicitor and Team Leader) and the Ministry of Social Development where she was lead Senior in the Public Law Team, working with Older People’s Policy and the Office of Senior Citizens. She is a regular presenter to professional groups such as NZLS CLE, ADLS, STEPS, CCH, Legalwise and CAANZ.

Henry Stokes General Counsel, Perpetual Guardian, Auckland Henry has been in private practice and acted as in-house counsel for a combined period of over 20 years. He is a fiduciary specialist and is currently General Counsel for Perpetual Guardian. Henry was previously General Counsel for Public Trust. He specialises in the areas of wills, estates, trusts (both family and charitable) and protection of personal and property rights matters, including having appearing in the Family Court, High Court and Court of Appeal. Henry advises on all areas from the preparation and implementation stages through to the disputes, claims and proceedings stages.

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.