Login
Login

Your trusted CPD partner

Gifting Update 2020

Gifting Update 2020
Add to CPD Planner

 

Gifting arrangements and documentation need to reflect the changing legal and regulatory environment and individual client’s circumstances. It is no longer appropriate to use standard sale and purchase, debt back and forgiveness of debt arrangements. There is no longer one standard or right approach: gifting documents need to be adapted to individual circumstances.

The nature and scope of gifting, and the lawyer’s role in advising, varies from one client to another. A thorough understanding of the “why” and “how” of gifting in this changing environment will help you to resolve possible problems.

This webinar will discuss potential complications, the key issues to be aware of, and documentation best practice. It will consider the different solutions, along with the specific tools available to lawyers when advising your client about gifting.

Topics covered will include:

  • Gifting versus a loan, helping your client to clarify which is which
  • Presumption of advancement and the intention to make a gift
  • Capacity to make a gift, the signs to be aware of
  • Documentation best practice
  • Consequences of no documentation.

Learning objectives

After this webinar you will:

  • Understand the questions to ask when advising your client and why you should ask.
  • Be aware of possible red flags or issues to be clarified when your client is gifting.

Who should attend

This webinar will be useful for all property and family lawyers who are involved in gifting, and who advise on estate claims, trusts, and PPPR issues.

Book / Technical Specs

A background book written by the presenters is 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.

Presenters

  • Chris Kelly, Greg Kelly Law, Wellington
  • Greg Kelly, Principal, Greg Kelly Law, Wellington

Fee (Incl GST)

Webinar

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

Times

  • Webinar - 11.00am - 12.30pm
  • Registration closes - 3.00pm, Friday 3 April 2020

View PDF brochure and registration form here.

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

CPD

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.

Proceed to Checkout

Product display.
  Order by.
Page 1 of 1
Displaying: 1 - 1 of 1 items. Price. Add to cart.

Gifting Update 2020 - Webinar

6 April - At your desk or device

NZ $179.00
Webinar Book

Multiple Registration
Product display.
  Order by.
Page 1 of 1
 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
cle@lawyerseducation.co.nz

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