Mediating trust and estate issues can help your clients avoid the time, expense, and publicity of litigation. This webinar will focus on effectively resolving trust and estate disputes at mediation, with perspectives from two lawyers and a mediator who all specialise in this area.

Topics will include:

  • Getting to mediation, including under s 145 of the Trusts Act 2019
  • Preparing for mediation
  • Navigating the day and its immediate aftermath
  • Documenting mediated settlements in the trust and estate context
  • An overview of relevant legislation and recent case law.

Leaning objectives

By attending this webinar you will:

  • Gain practical guidance and tools for conducting an efficient mediation involving trust and estate issues.
  • Become a more effective advocate at mediation.

Who should attend

Family, mediation, property, trusts & estates practitioners and civil litigators.

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

  • $149 – Law Society members & associate members
  • $215 – Non-members
  • $549 – 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 - 12.30pm, Monday 17 February 2025

Download PDF registration form

Webinar 17 February 2025
I can't attend, but please let me know when the book is available to purchase.

Presenters

Sharee Cavanaugh 150x175px Sharee Cavanaugh
Greg Kelly Trust Law, Wellington

Sharee has more than a decade’s experience in resolving complex, multi-party disputes. She specialises in trust, relationship property, and estate litigation, and has a wealth of technical knowledge and experience in this area.


Greg Kelly 150x175px Greg Kelly
Greg Kelly Trust Law, Wellington

Greg has 45 years’ experience in the wills, trusts, and estates area. He is a member of the Property Law and Family Law Sections of The New Zealand Law Society Te Kāhui Ture o Aotearoa, and the Society of Trust and Estate Practitioners. Greg is also a co-author of Garrow and Kelly’s Law of Trusts and Trustees and Dobbie’s Probate and Administrative Practice (5th, 6th and 7th eds), contributes to Butterworth’s Law of Trusts, and is the probate and administration author for McGechan on Procedure.


Kevin Lenahan 150x175px Kevin Lenahan
Greg Kelly Trust Law, Wellington

In addition to having advocated for clients in all types of trust and estates disputes, Kevin is a mediator (AMINZ, Resolution Institute) who firmly believes in mediation for resolving difficult family wealth disputes and restoring relationships. He is the trusts and estates columnist for the Law Society Property Law Section’s The Property Lawyer; a co-author of Dobbie’s Probate and Administrative Practice (7th ed), and a regular contributor at conferences and seminars on trusts, estates and mediation.

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 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.

Questions?

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