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1 February - In Short: Effective Will Drafting on 24 February 2022, will proceed as a live Web Stream only. We welcome your registration below.
This seminar will focus on some of the key considerations that lawyers should have in the forefront of their minds with estate planning and wills drafting, with an emphasis on those who may be elderly and vulnerable. The focus of this session is on drafting complex wills. In particular, the presenters will consider practical issues and updates often needed in asset 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. The session is led by very experienced practitioners who are immersed in the wills and estates space, and are known for their practical focus and examples based training.
This seminar will include:
By attending this seminar you will have:
Do you want to register more than one person for this course? Use the Multiple Registration button below or Click here
Download PDF registration form
Live Web Stream | 24 February |
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Theresa Donnelly Legal Services Manager, Perpetual Guardian, Auckland Theresa graduated from the University of Auckland in 1992 and has a wealth of experience in elder law and trust and estate related matters. She was formerly at 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 Parliamentary Counsel, Older People’s Policy and the Office of Senior Citizens. Theresa worked on the 2017 changes to the EPA forms. She is a regular presenter to professional groups such as ADLS, NZLS CLE, CCH, STEPS, and Legalwise, and is known for her practical approach to thorny issues. |
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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 25 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 Act matters, including 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. |
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