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Enforcing Promises - the Testamentary Promises Act

Enforcing Promises - the Testamentary Promises Act
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15/02/2021 - This session is now proceeding by live web stream only.


The Law Reform (Testamentary Promises) Act 1949 is a piece of legislation unique to New Zealand that stipulates “better provision for the enforcement of promises to make testamentary provision in return for services rendered”. This seminar will provide practical guidance to lawyers when drafting wills to ensure that they are less vulnerable to attack and also to practitioners advising clients in relation to bringing or defending a claim based on a promise.

This seminar will include:

  • An overview of the Act and an analysis of recent decisions under this legislation, including Couter v Norris [2018] NZCA 572 and Hill v Waddingham [2019] NZHC 3505
  • A discussion on bringing and defending claims under the Act, including procedural requirements and the role of an executor
  • A discussion on strategies when drafting wills and providing advice to testators regarding potential claims under the Act.

Learning objectives

After attending this seminar you will be able to:

  • Draft wills that are less vulnerable to a claim under the Act.
  • Understand what is required to bring or defend a claim under the Act.

Who should attend

Family lawyers, general practitioners and lawyers advising private clients.

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

  • $145 - NZLS members and Associate members
  • $195 - Non-members
  • Live web stream group pricing available! Click here

Do you want to register more than one person for this course? Use the Multiple Registration button below or Click here
Download registration form

Live Web Stream 16 February

Presenters

Sally Morris WEB Sally Morris
Morris Legal, Auckland

Sally is the founding partner of Morris Legal. She is admitted as a Barrister and Solicitor in New Zealand, New South Wales and New York and has a Master of Laws Degree from Columbia University in New York. Sally has an established reputation in the field of relationship property, trust and estate disputes, appearing regularly in the Family Court, High Court and Court of Appeal on behalf of trustees, beneficiaries, executors, charities and private clients.


Georgia Angus WEB Georgia Angus
Morris Legal, Auckland

Georgia is a Senior Associate at Morris Legal. She began her career at Russell McVeagh and now applies this commercial background to complex trust, estate and relationship property matters. Georgia’s experience includes advising private clients, charities and international and local trustee companies in relation to complex disputes.


Cancellation and refund policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations, and, cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.

 
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