Package Fee (incl GST)

• $298 - NZLS members and Associate members (usually $447)
• $358 - Non-members (usually $537)

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

Validation of Wills - 1.5 CPD hours

• Publication date: June 2020
• Authors: Theresa Donnelly, Henry Stokes

COVID-19 has brought to the fore issues around the executing of wills, the Government has issued an Order which amends the law relating to the signing of wills while an Epidemic Notice is in place.

For wills not signed in accordance with the Order practitioners need to ensure that these issues are addressed for their clients in a timely fashion after “lockdown” has concluded.

This module will take a practical approach in examining COVID-19 related issues in this area and also address best practice for validating wills generally in ensuring that all legal requirements are met.

In particular the presenters will discuss:

• The three different types of wills made during COVID-19 levels
• Validation best practice
• Case law developments
• Practical Validation examples and scenarios
• Implications and issues in relation to the Modification Order
• Mandate for change and future in this space.

Gifting Update 2020 - 1.5 CPD hours

• Publication date: April 2020
• Authors: Chris Kelly, Greg Kelly

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.

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Retirement Village Option - 1.5 CPD hours

• Publication date: March 2020
• Authors: Michelle Burke, Elizabeth Rowe

This presentation will provide a framework for, and look at the fundamentals of, advising clients who are considering moving into a retirement village.

This refresher will look at topical issues and consider the common questions your clients should be asking before moving into a retirement village.

Topics covered will include:

• An overview of the legislative framework in New Zealand
• What you need to be aware of when advising your client about moving into a retirement village
• How to identify key issues for your client when reviewing an Occupation Right Agreement (ORA) and disclosure statement
• Your responsibilities when certifying an ORA.