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Effective Will Drafting - In Short Seminar Paper
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Published: February 2022
Authors: Theresa Donnelly, Henry Stokes
Pages: 44 + PowerPoint slides
Delivered: Effective Will Drafting In Short Seminar
Authors: Theresa Donnelly, Henry Stokes
Pages: 44 + PowerPoint slides
Delivered: Effective Will Drafting In Short Seminar
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
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General Counsel, Perpetual Guardian
Auckland