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Wills & Estates

Wills & Estates
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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:

  • Recent family protection and testamentary promises cases
  • A summary of principles from cases that involve:
    - a surviving spouse or partner of a second or subsequent relationship, particularly where there are children of the deceased from a previous relationship
    - an inter vivos trust settled by the deceased
  • The mis-fit between the PRA and the FPA
  • Discussion on the review of succession law
  • Demographic and social changes in New Zealand
  • Structuring of different types of wills and testamentary trusts
  • Wills in a multi-jurisdictional world.

Learning objectives

By attending this seminar you will be able to:

  • Better advise/represent clients in second relationships, especially where trusts are involved.
  • Make sense of the changing landscape and some of the key issues in the entitlements to a deceased’s property.

Who should attend

All lawyers with any experience (fundamental, intermediate, advanced) within any practice area that includes wills & estates.

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

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

Live Web Stream 29 October
Auckland 29 October

Presenters

Catherine WEB EDIT Catherine Atchison
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 WEB EDIT Stephen McCarthy
Barrister, Auckland

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.

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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Wills & Estates - Auckland

29 October - NZLS Auckland Branch

NZ $175.00

Multiple Registration

Wills & Estates - Live Web Stream

29 October - At your desk or device

NZ $175.00

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

EMAIL 
[email protected]

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand