In accordance with the COVID-19 protection framework we require everyone attending our in-person events to be fully vaccinated against COVID-19. Find out more

If you are registering on behalf of others, you will need to acknowledge our in-person attendance policy on their behalf – please ensure you have the correct information as the cancellation and refund policy for the particular course will be strictly adhered to.

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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:

• Discussions on good wills, which are the cornerstone of asset planning
• An overview on how to provide the value-add of a good will, with many New Zealanders reconsidering Trusts post Trusts Act 2019
• The hidden pitfalls in drafting a good will with an eye to ease of administration
• Practical advice for you to develop your complex wills drafting & the advisory aspects that go hand in hand
• #warstories and their solutions.

Learning objectives

By attending this seminar you will have:

• An understanding of the hallmarks of good will drafting.
• Confidence in advising on complex wills.
• Practical tips to avoid pitfalls.
• The ability to draft a good will with an eye to ease of administration.

Who should attend

All lawyers and legal executives in civil litigation, family, property and trusts & 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

• $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 PDF registration form

Live Web Stream	24 February
Auckland	24 February

Presenters

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.

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.

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 register for an in-person event and do not produce a current My Vaccine Pass, you will be denied entry, and 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.