Login
Login

Your trusted CPD partner

Estate Administration: the challenges faced pre- and post-death - Online CPD

Estate Administration: the challenges faced pre- and post-death - Online CPD
Add to CPD Planner

 

Package includes:

Online CPD 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.

Online CPD 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.

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

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.

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.

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.

Proceed to Checkout

Product display.
  Order by.
Page 1 of 1
Displaying: 1 - 1 of 1 items. Price. Add to cart.

Estate Administration: the challenges faced pre- and post-death - Online CPD

Publication Date: 05-Dec-2019

Authors: Kim James, Ingrid Taylor

NZ $179.00

Multiple Registration
Product display.
  Order by.
Page 1 of 1
 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
[email protected]

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand