When clients are contemplating making their wills, the distribution of assets may make perfect sense to them, but issues can quickly emerge upon death. The Law Commission is currently reviewing all aspects of succession law focusing on entitlements to a deceased’s property. They will be examining who shall be entitled to further provision despite the terms of a deceased’s will and policy justifications for those entitlements. Given the changes to the Trustee Act 2019, which comes in to force in January 2021, and the changes in the Property (Relationships) Act 1976, it is time to consider whether succession planning in its current context is relevant in today's world. This seminar will take a practical approach in helping you make sense of the changing landscape and some of the key issues in these complex areas.
This seminar will include:
By attending this seminar you will be able to:
All lawyers with any experience (fundamental, intermediate, advanced) within any practice area that includes wills & estates.
A short paper, in PDF format, together with a copy of the powerpoint presentation will be emailed out prior to the seminar.
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Trusts and Estates Consultant, Martelli McKegg Lawyers, Auckland
Catherine is one of New Zealand’s leading trust lawyers. She has broad experience in all aspects of family and business asset protection, trust management and estate planning. Clients also seek Catherine’s expert advice on the formation and management of charitable trusts. She is in high demand to deliver seminars and legal updates to New Zealand’s legal and financial communities on all aspects of her practice. Catherine sits on the board of several major charitable trusts and community organisations. She became a partner at Martelli McKegg in 1988, after five years at Wilde Sapte, a major London law firm.
Stephen practises in family and civil litigation. He has a particular interest in property and estate disputes. Stephen has practised as a barrister since early 2006 and prior to that was a litigation partner in a Manukau City firm for over 20 years. He was convener of the ADLS Mental Health and Disability Law Committee 1991-1995 and Family Law Committee 2001-2003. Stephen has presented Law Society seminars and conference papers on mental health, family and property law topics.
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.
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Wills & Estates - Auckland
29 October - NZLS Auckland Branch
Wills & Estates - Live Web Stream
29 October - At your desk or device
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