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

Gifting arrangements and documentation need to reflect the changing legal and regulatory environment and individual client’s circumstances. It is no longer appropriate to use standard sale and purchase, debt back and forgiveness of debt arrangements. There is no longer one standard or right approach: gifting documents need to be adapted to individual circumstances.

The nature and scope of gifting, and the lawyer’s role in advising, varies from one client to another. A thorough understanding of the “why” and “how” of gifting in this changing environment will help you to resolve possible problems.

This module will discuss potential complications, the key issues to be aware of, and documentation best practice. It will consider the different solutions, along with the specific tools available to lawyers when advising your client about gifting.

Topics covered will include:

• Gifting versus a loan, helping your client to clarify which is which
• Presumption of advancement and the intention to make a gift
• Capacity to make a gift, the signs to be aware of
• Documentation best practice
• Consequences of no documentation.

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

Learning objectives

After completing this module you will:

• Understand the questions to ask when advising your client and why you should ask.
• Be aware of possible red flags or issues to be clarified when your client is gifting.

Electronic Booklet 

Authors: Chris Kelly, Greg Kelly
Published: 6 April 2020
Pages: 22

Introduction

There is no introduction for this publication. 

PowerPoint Presentation

These are the slides included in the presentation.