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Estate Planning for Elderly and Vulnerable Clients

Estate Planning for Elderly and Vulnerable Clients
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This seminar will focus on some of the key considerations that lawyers should have in the forefront of their minds when advising elderly and vulnerable clients on their estate planning with a particular focus on wills and trusts. In particular, the presenters will consider practical issues and updates often needed to estate planning as well as issues concerning capacity, the potential for undue influence and how to mitigate against external factors when advising more vulnerable clients on their estate planning.

Presenters: Sally Morris and Bethan Read
 
Live Web Stream 2 November
Auckland 2 November
 
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