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Package includes:

On Demand Module  l  Electronic booklet  l  PowerPoint Presentation

Package Fee (incl GST)

  • $425 - NZLS members and Associate members
  • $558 - Non-members

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.

On Demand Module

Presentation time: 210 minutes
3.5
CPD HR

Asset planning and protection has become increasingly complex in a rapidly evolving landscape. Effective protection of your clients’ assets requires an understanding of the issues and risks they may face. This module will provide an update of the latest developments and will include:

  • How to structure your clients’ assets to ensure protection
  • How structures can be vulnerable to attacks
  • Developments in the law pertaining to constructive trusts, including claims under the Criminal Proceeds Act
  • Options for protecting pre-relationship assets including s 21 agreements and the use of trusts
  • Common pitfalls
  • Key case law developments.

Learning objectives

By completing this module you will:

  • Learn ways to best advise clients on how to structure their assets to ensure utmost protection.
  • Gain an understanding on how to best protect pre-relationship assets.
  • Be aware of potential complications relating to current law when protecting assets.
  • Practical tips and common pitfalls.

Electronic paper 

Authors: Stephanie Ambler, Jennie Hawker, Mike Lennard, Timothy Orr
Published: 28 February 2024
Pages: 77

Introduction

There is no introduction to this paper

PowerPoint Presentation

These are the slides included in the presentation.

AMBLER Stephanie HAWKER Jennie
Stephanie Ambler
Tompkins Wake
Hamilton		 Jennie Hawker
Haigh Lyon
Auckland
LENNARD Mike ORR Timothy-789
Mike Lennard
Stout Street Chambers
Wellington		 Timothy Orr
Martelli McKegg
Auckland

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