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Package includes:

On Demand Module  l  Electronic booklet  l  PowerPoint Presentation

Package Fee (incl GST)

  • $149 - NZLS members and Associate members
  • $179 - 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: 90 minutes
1.5
CPD HRS

The ramifications of dying either intestate or with a poorly drafted will are expensive and stressful for those left to deal with it. This module will help ensure that you are able to provide your clients with effective advice in the practice areas of wills, trusts and estate administration.

Following on from a popular session at the Legal Executives’ Conference in August this year, Kim and Ingrid will examine the latest issues and provide checklist tools, will drafting and general estate administration case management tips.

The discussion will include the complexities faced with obtaining probate in multiple jurisdictions.

Topics covered will include:
  • Issues to consider under the FPA, TPA and PRA when drafting a will
  • Capacity issues
  • Lessons learned from recent cases
  • Duress
  • Role of Executors
  • Complex probate.

Learning objectives

After completing this module you will be able to:

  • Identify potential claims under the FPA, TPA & PRA and draft wills accordingly.
  • Identify and appropriately deal with concerns relating to a client’s capacity.
  • Deal with complex probate applications.

Please contact us if you use a dial up internet connection.

Electronic Booklet 

Authors: Kim James, Ingrid Taylor
Published: 5 December 2019
Pages: 18

Introduction

There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the presentation.

Kim James 2019-484 Ingrid Taylor 2019-323
Kim James
Taylor Shaw
Christchurch		 Ingrid Taylor
Taylor Shaw
Christchurch

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