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Relationship Property Issues for Older Clients - Online CPD

NZ $179.00
Sarah Bee Ewan Eggleston
Sarah Bee
Partner, Saunders & Co
Ewan Eggleston

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

Social and demographic changes over the last few decades have meant there are now more relationships between people aged over 55. With the likely mix of separate and relationship property, plus adult children and extended families, there can be tricky issues when these relationships break down. Practitioners need to understand these complexities and have a range of workable options to offer older clients.

This module will take a practical approach in considering some of the key issues that can arise in separation cases when older clients are involved.

Topics covered will include:

  • Capacity
  • Classification of property
  • Exception to equal sharing (s 13) applications
  • Rest home subsidies
  • Determination of relationship status
  • Enduring Powers of Attorney
  • Conflict of interest
  • Pre-nups and mid-nups
  • Separating joint tenancy.

Learning objectives

After completing this module you will have:

  • Greater confidence in identifying relationship property issues for older clients.
  • Key strategies for navigating the range of circumstances older clients may present.

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

Electronic Booklet 

Authors: Sarah Bee, Ewan Eggleston
Published: 27 June 2019
Pages: 24


There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the presentation.

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