Gift or Loan? 2025

Increasingly, home buyers are turning to parents, family members and others to take their first step on the property ladder. A key issue that often emerges is whether the funds were a gift or loan. This webinar will enable you to provide effective advice in this area. It will have a strong focus on whether clients need to make a written demand for the repayment of a loan and the circumstances in which the six-year limitation period applies.

The presentation will include:

  • An overview of the legal principles relevant to the issues
  • Case law updates on inter-family gift, loan and resulting trust claims
  • Common pitfalls in inter-family loan documentation and how this is relevant in litigation and the six-year limitation period.

Learning objectives

By attending this webinar you will:

  • Gain an understanding of recent case law developments on inter-family gift, loan and resulting trust claims.
  • Learn ways to best advise clients on related issues.

Who should attend

Family, property, estates, and general practitioners who give advice on property purchases, inter-family advances and estate planning.

Book

A PDF book is included in the webinar fee and will be emailed to you along with your ticket, one week before the webinar.

Format

Held online, you will be emailed a link to join the webinar one week before. For information on what is required to participate in the webinar, click here. PowerPoint slides will be emailed out after 3pm the day before the webinar.

Fee (Incl GST)

Law Society Members benefit from up to 30% off
Webinar

  • $115 – Law Society members & associate members
  • $165 – 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 'register others' button below or Click here

Time

  • Webinar 11.00am - 12.00pm, Wednesday 2 April 2025

Download PDF registration form

Webinar 2 April
I can't attend, but please let me know when the book is available to purchase.

Presenter

Catharina Chung 2025 Catharina Chung
Tompkins Wake, Auckland

Catharina is an experienced family law practitioner, specialising in relationship property disputes. She has presented a number of webinars on relationship property.

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

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 New Zealand Law Society in writing of the change. CLE 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.
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