Death and Blended Families

This seminar will cover the spectrum of death in relation to blended families. It will start by considering the Court of Appeal decision in Rimmer v Wilton which has considerable implications for estate planning and administration whenever a couple has a contracting out agreement. It will then address estate planning, including the intersection between will-drafting, property ownership, relationship property agreements, and trusts. Finally, it will look at estate administration in the context of a blended family, including executor obligations, conflicts of interest, dealing with relationship property agreements, and avoiding common pitfalls that can put lawyers in the firing line.

Learning objectives

By attending this seminar you will:

• Be up to date with recent case law and its effect on estate planning, administration, contracting out, and property structuring.
• Have a better understanding of the different structures available for estate planning in the blended family context and able to assess the best options for your clients.
• Be prepared to navigate estate administration in the context of a blended or complicated family, without putting your firm at risk.

Who should attend

All practitioners working in family, property, trusts & estates law, and civil litigation.

Presenters

Sharee Cavanaugh
Greg Kelly Trust Law, Wellington

Sharee has more than a decade of experience in resolving complex, multi-party disputes. She specialises in trusts, relationship property, and estate litigation, and has a wealth of technical knowledge and experience in this area.

 

Greg Kelly
Greg Kelly Trust Law, Wellington

Greg has over 40 years’ experience in the wills, trusts, and estates area. He is a co-author of Garrow and Kelly’s Law of Trusts and Trustees and Dobbie’s Probate and Administrative Practice (5th, 6th and 7th eds), contributes to Butterworth’s Law of Trusts, and is the probate and administration author for McGechan on Procedure.

 

Kimberly Lawrence
Greg Kelly Trust Law, Wellington

Kimberly provides strategic advice to individuals, professionals, executors, and trustees involved with contentious trusts and estates, and acts in relation to all kinds of trust and estate litigation. Kimberly is also a contributing author to the 8th edition of Garrow and Kelly’s Law of Trusts and Trustees.

 

Colette Mackenzie
Greg Kelly Trust Law, Wellington

Colette has extensive experience in all aspects of trust law, advising clients on the use of trusts and wills in the context of asset planning. She has particular expertise in dealing with the treatment of trust property on the division of relationship property. Colette is also a contributing author to the 8th edition of Garrow and Kelly’s Law of Trusts and Trustees and the New Zealand Guide to Trusts.
 

Resources

A PDF book is included in the seminar fee and will be emailed to you along with your ticket, one week before the seminar.

Live web stream registrants – you will be emailed a link to join the live stream one week before. For information on what is required to participate in the live web stream, click here. A recording will be distributed approximately one week after the event.

Live Stream Recording

All attendees will recieve four weeks of access to the live stream recording. This added benefit allows you to revisit key insights, in your own time – at your own pace, and reinforce your understanding to extend the value of your learning well beyond attending the event. Recordings will be available approximately one week after the event.

Fee (incl GST)

Law Society Members benefit from up to 30% off – please login to receive member pricing

• $535 – Law Society members & associate members
• $765 – Non-members
• View group pricing options

Do you want to register more than one person for this course? Use the 'buy for others' button below or Click here

Cancellation and refund policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE New Zealand Law Society in writing of the change. CLE reserves the right to close registrations, and cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable. View full Law Society event terms.