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Occupation Right Agreements - an update

Occupation Right Agreements - an update
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With the ageing population in New Zealand, practitioners are continuing to deal with an increasing number of Occupation Right Agreements. This webinar will take a practical approach in considering the advantages and disadvantages to your clients; your responsibilities when providing advice; calculating those challenging figures; dealing with clients’ families; and what happens when a family trust or life interest is involved. It will also provide an update in relation to the role of trustees under the Trusts Act 2019.

Topics covered will include:

  • Your responsibility as the legal adviser including the importance of explaining in plain English
  • How to calculate the Deferred Management Fee
  • Options available to trustees.

Learning objectives

By attending this webinar you will:

  • Better understand Occupation Right Agreements and the role of independent trustees and EPA attorneys.
  • Have an increased awareness of best practices when providing advice to elderly clients.

Who should attend

General practitioners dealing with family, property, trusts and estates. This webinar will be ideal for the less experienced practitioner.

Book / Technical Specs

A background book written by the presenter 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.

Fee (Incl GST)


Do you want to register more than one person for this course? Use the multiple registration button below or Click here


  • Webinar 11.00am - 12.00pm, Tuesday 31 May 2022
  • Registration closes  - 3.00pm, Monday 30 May 2022

Download PDF registration form

Webinar 31 May
I can't attend, but please let me know when the book is available to purchase.


Wilmott Katherine 2022 83x96 Katherine Wilmott
Katherine Wilmott Legal Ltd, Rangiora

Katherine is the sole director of her own practice. She specialises in property law including assisting elderly clients. Katherine is currently serving on the Commercial and Property Law Committee for the NZLS Canterbury/Westland Branch, the NZLS National Panel of Friends, and was part of the Anti-Money Laundering/Countering Financial Terrorism Advisory Group.


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

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 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.

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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Occupation Right Agreements - an update - Webinar

31 May - At your desk or device

NZ $145.00
Webinar Book

Multiple Registration
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freephone (within NZ)
0800 333 111

[email protected]

04 472 7837
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand