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Published: February 2022
Authors: Theresa Donnelly, Henry Stokes
Pages: 44 + PowerPoint slides

Content outline

  • Your thorny issues
  • Wills challenges – testamentary capacity
  • Case studies 
  • Relationship claims on death, qualifying relationships and equal sharing .
  • Considering short duration
  • Family matters – the dangers of an open class
  • Claims against estates – warnings to will makers 
  • Family matters – cutting someone out of the will? 
  • Gifting issues – drafting tips 
  • Practical tips for avoiding claims 
  • Considerations
  • Appendix a– acknowledgement examples 
  • Appendix b – capacity resources 
  • Appendix c – checklist for reviewing testamentary capacity
  • Appendix d – capacity worksheet for lawyers
DONNELLY Theresa 2021 STOKES Henry 2021
Theresa Donnelly
Legal Services Manager, Perpetual Guardian
Auckland		 Henry Stokes
General Counsel, Perpetual Guardian
Auckland

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