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Retirement Villages - Occupation Right Agreements

Retirement Villages - Occupation Right Agreements
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With the ageing population in New Zealand, Occupation Right Agreements are becoming an option for many. Accordingly, legal practitioners need to be able to understand and explain ORAs to their clients, in plain English.

This webinar will assist with your understanding in relation to Occupation Right Agreements, and to help you explain the details to your elderly client, in a manner and in language appropriate to the age and understanding of your client.

Topics covered will include:

  • A general overview of Occupation Right Agreements
  • How to calculate the Deferred Management Fee and how to explain this to your client
  • Your responsibility as the legal advisor including the importance of explaining in plain English
  • What happens when a family trust is involved
  • What happens when a life interest is involved
  • Options available to Trustees
  • Protecting Trustees.

Learning objectives

After this webinar you will be better able to understand:

  • Occupation Right Agreements and the implications for you clients.
  • The Deferred Management Fee and explain this to your clients.
  • The roll of Trustees.

Who should attend

Practitioners who deal with elder law, trusts and estates. This webinar will be ideal for the less experienced practitioner.

Book / Technical Specs

A background book written by the presenters is now available in hard copy, PDF, or both. Please indicate your choice upon registration. 

  • Hard Copy - Your book will be posted to you - no extra charge 
  • PDF - You will be emailed a PDF copy of the book 3 working days before the event - no extra charge 
  • Both Hard Copy & PDF - You will be emailed a PDF copy of the book 3 working days before the event, and posted the hard copy book  - additional $30 charge
For information on what is required to participate in the webinar, click here.


  • Katherine Wilmott, Director/Solicitor, Katherine Wilmott Legal Ltd, Rangiora

Fee (Incl GST)


Do you want to register more than one person for this course? Click here


  • Webinar - 11.00am - 12.00pm
  • Registration closes - 3.00pm, Wednesday 5 December 2018

View PDF brochure and registration form here.

Webinar 6 December
I can't attend, but please let me know when the book is available to purchase.


Attendance at the live webinar
  • If you attended the live webinar, you will receive an electronic certificate of attendance as verification for your CPD records.
  • You can view and hear the presentation again, as many times as you wish in your own time for no additional cost.
Registration but non-attendance on the day
  • Under the CPD Scheme only those who attend a live webinar are eligible to claim CPD hours.
  • If you registered but were unable to attend on the day, you can view and hear the archived recording of the presentation.

Cancellation and refund policy

Since the webinar is available to registrants as an archive after the live presentation, there is no cancellation – we just transfer your user status as a registrant from the live presentation to a purchaser of the webinar package of recorded webinar, PowerPoints and booklet.

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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Retirement Villages - Occupation Right Agreements - Webinar

6 December - At your desk or device

NZ $121.00
incl GST
Webinar Book

Multiple Registration
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freephone (within NZ)
0800 333 111


04 472 7837

04 463 2986
Law Society Building
26 Waring Taylor Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand