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Gift or Loan? 2024

Gift or Loan? 2024
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It is becoming ever more difficult to save for a deposit on a house and, increasingly, home buyers are turning to parents, family members and others for financial assistance to take their first step on the property ladder. These arrangements begin with the best of intentions; however, things can get complicated when the parties have differing understandings of what was agreed, with a key dispute often being whether the funds were a gift or a loan. This webinar will help enable you to work effectively with your clients in ensuring clarity about what is being agreed and in providing robust advice if issues do emerge.

This webinar will include:

  • A breakdown of the best way forward between a loan, a gift, or an investment
  • A discussion of the principles
  • An explanation of the possible implications
  • A discussion of what evidence and documents are more relevant
  • An explanation of how to prepare for court
  • Ways to avoid court
  • An overview of recent cases.

Learning objectives

By attending this webinar you will:

  • Increase your knowledge of best practice in case preparation.
  • Have knowledge of the common pitfalls to watch out for and how to avoid them.

Who should attend

Lawyers at all levels of experience in civil litigation, family, property, trusts & estates.

PDF Book / Technical Specs

Webinar book change of policy - From 2024 webinar books will only be available in PDF format. Hardcopy will no longer be available. The PDF book is included in the webinar fee and will be emailed to you along with your ticket, one week before the webinar.

For information on what is required to participate in the webinar, click here.

Fee (Incl GST)

Webinar

  • $115 – Law Society members & associate members
  • $149 – Non-members
  • $449 – Webinar Study Group - more info
  • 2+1 registrations - more info (must be arranged at time of booking)
Do you want to register more than one person for this course? Use the multiple registration button below or Click here

Times

  • Webinar 11.00am - 12.00pm, Wednesday 5 June 2024
  • Registration closes - 9.00am, Wednesday 5 June 2024

Download PDF registration form

Webinar 5 June
I can't attend, but please let me know when the book is available to purchase.

Presenters

Amanda Donovan 2024 Amanda Donovan
Haigh Lyon Lawyers Ltd, Auckland

Amanda is a director at Haigh Lyon Lawyers Ltd. Alongside Jennie Hawker, she leads their robust and vibrant family team. Amanda’s clients value that she is astute, commercially savvy and easy to relate to. With a background in psychology, she helps make difficult situations comfortable and drives dialogue when the going gets tough. Amanda has practised law for over 20 years, working primarily in the highly specialised areas of relationship property and claims against trusts. A keen listener and an insightful reader of people, she is the person her clients want to contribute to the negotiations when relationships are forming or finishing.


Ben Jefferson 2024 Ben Jefferson
Haigh Lyon Lawyers Ltd, Auckland

Ben is a senior solicitor in the dynamic Haigh Lyon Lawyers Ltd family law team under the guidance of Amanda Donovan and Jennie Hawker. With a masters degree in journalism, he has a passion for good writing and a sharp eye for detail to complement his legal acumen. Ben predominantly works with clients to resolve relationship property and care of children matters.

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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Gift or Loan? Webinar

5 June - At your desk or device

NZ $149.00

Multiple Registration
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CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
[email protected]

PHONE
04 472 7837
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand