Package Fee (incl GST)

• $390 - Law Society members and Associate members (usually $520)
• $420 - Non-members (usually $680)

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 Modules

The Retirement Village Sector and the Future - 2 CPD hours

• Publication date: April 2023
• Authors: Jenny Baldwin, John Collyns, Peter Orpin

The framework and business models under which retirement villages operate have been under the spotlight recently and there could be changes in the near future. It is vital that practitioners understand the legal framework behind retirement villages, the scope of potential legislative review and their business models. Also, key topical issues such as sharing of capital gains, complaints and disputes, terminations and damage or destruction events impacting on villages. This module will help ensure you are able to provide your clients with robust advice that will enable them to be fully informed in their decision-making.

This module will include:

• Understanding the legal framework retirement villages operate within, and discussion of whether change is needed
• The range and types of business models that retirement villages employ, and why they are important to client decisions
• Topical issues including complaints and disputes, terminations, damage and destruction clauses, and insurance.

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No Will - an intestate estate - 2 CPD hours

• Publication date: September 2022
• Authors: Theresa Donnelly, Henry Stokes

The death of a family member is an extremely stressful time, and this is compounded if they die without a will. As many as 50% of New Zealanders will die with no will, and even if they have a will there may be a partial intestacy or “special” intestacy (where the executors fail). It is crucial you understand the intestacy process, including the succession trusts and how far they go. If you get it wrong it can be too late to fix things after distribution.

This module will include:

• The search for a will – what must be covered off
• Discussions on testamentary documents – are you looking at a Validation instead?
• An overview of the application itself; who can apply and the documents required
• Understanding the succession trusts, how they work and how far they go
• The search for beneficiaries – the steps you need to take, how far must you go and when you have done enough
• Administration issues in brief, including Declarations of Family History.

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Gift or Loan? 2021 - 1 CPD hour

• Publication date: September 2021
• Authors: Amanda Donovan, Ben Jefferson

It is becoming ever increasingly difficult to save for a deposit on a house, and luckily for some, generous parents are able to help out so that their children can get their first step on the property ladder. These arrangements begin with the best of intentions, however, things can go wrong down the track when the parties have a different understanding of what was agreed to with a key dispute being whether the money was a gift or a loan. This module will help enable you to work effectively with your clients in ensuring clarity about what is being agreed to and in providing robust advice if issues do emerge.

This module will include:

• A breakdown of the best way forward between a loan, a gift, or an investment
• A discussion on the principles
• An explanation of the possible implications
• A discussion on what evidence and documents are more relevant
• An explanation on how to prepare for court
• Ways to avoid court
• An overview of what recent cases said.

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Older Client Issues - 1 CPD hour

• Publication date: May 2021
• Author: Fleur McDonald

Following on from a session at the Christchurch CPD Day in February 2021, this module will consider some of the key matters that you are likely to encounter when working with older clients.

This module will include:

• Enduring Powers of Attorney – what is required from the donor
• What to do if an Enduring Power of Attorney doesn’t exist - applications under the Protection of Personal and Property Rights Act 1998
• The latest developments with the Residential Care Subsidy Regime.

Fleur will take a practical approach that will help ensure that you are able to provide your clients with effective advice in this area

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