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Asset Protection Update - webinar package

NZ $121.00
incl GST
Chris Kelly 2014 Greg Kelly
Chris Kelly
Greg Kelly Law Limited
Wellington
Greg Kelly
Greg Kelly Law Limited
Wellington

Webinar Package includes:

Archive Presentation  l  Booklet  l  PowerPoint Presentation

Webinar Package Fee (incl GST)

  • $91 - NZLS members and Associate members
  • $121 - 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.

 

Webinar Archive Presentation

Presentation time: 60 minutes

With longer life expectancy and more instances of remarriage, asset planning and protection for your client has become increasingly more complex. Effective protection of assets requires a real understanding of the issues and potential risks to your client.

This seminar will discuss possible complications and consider the different solutions, along with the specific tools available to lawyers advising their client about asset protection.

Topics covered will include:

Risks:
  • Business creditors
  • Risks of being company director or holding similar corporate office
  • Risks of being a trustee
  • PRA claims
  • Residential care subsidies40
  • Other state assistance/benefits.
Solutions:
  • EPAs – making sure the right people are in place to look after your assets in the event of incapacity
  • Trusts – the standard remedy
  • Wills
  • Gifting generally
  • Company v trust structures.

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

Booklet

 
Authors: Chris Kelly, Greg Kelly
Published: 28 October 2014
Pages: 40

Introduction

Surprisingly clients, who work hard to build up their business and other assets, often neglect to think about the risks that they face. Typically most clients will only come to see their lawyer because they have a particular transaction they need legal assistance with: buying or selling a property for example.

When opportunities like this present themselves, lawyers need to be aware of the importance of talking about wider concerns, including protecting assets. It is easy to overlook these wider concerns and to confine ourselves to carrying out the specific instructions.

If we take our time to talk through our clients’ position more widely, it will often become apparent that little thought has been given to the various ways in which clients can protect themselves. Wills, enduring powers of attorney, trusts and other structures are not necessarily in the forefront of our clients’ thinking. By pointing out the potential risks and the ways in which these can be dealt with, we can add value as professional advisers and build client loyalty.  

This seminar paper considers first the risks that clients face and then reviews the various steps that can be taken to avoid or minimise such risks. 

PowerPoint Presentation

These are the slides included in the webinar presentation.
Number of Slides: 20

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Trusts - compliance and risk - webinar package

Publication Date: 15-Oct-2014

Author: Sarah Parsons

NZ $121.00
incl GST

Multiple Registration
 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
cle@lawyerseducation.co.nz

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Law Society Building
26 Waring Taylor Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand