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18WEWPKG

Wills and Estates - Webinar Package

NZ $179.00
Vicki Ammundsen Stephen McCarthy
Vicki Ammundsen
Vicki Ammundsen Trust Law
Auckland
Stephen McCarthy
Barrister
Auckland

Webinar Package includes:

Archive Presentation  l  Booklet  l  PowerPoint Presentation

Webinar 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.

Webinar Archive Presentation

Presentation time: 90 minutes

When clients are contemplating making their wills, the distribution of assets may make perfect sense to them at that time but issues can quickly emerge upon death.

This webinar will provide an update of the latest cases regarding the Family Protection Act and the Testamentary Promises Act, reflect on some key Property (Relationships) Act issues, and consider the practical implications of these developments for your clients.

To help your clients to avoid issues this webinar will cover:

  • The practical fundamentals of estate planning
  • Getting to know your client
  • Getting good instructions
  • What to record and how
  • Verifying the information given
    – Relationship to will-maker of intended beneficiaries
    – Who actually owns the property mentioned in the will (and how consider the impact of joint tenancy vs tenants in common)
    – Are there private international law issues (eg domicile of the will-maker)?
  • Giving proper advice
  • Identify potential claims
  • Digital executors
  • Regular review of wills
  • Cross-border issues.

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

Booklet 

Authors: Vicki Ammundsen, Stephen McCarthy
Published: 6 June 2018
Pages: 47

Introduction

There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the webinar presentation.

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Varying Trust Deeds - Webinar Package

Publication Date: 02-May-2018

Authors: Greg Kelly, Kimberly Lawrence

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Authors: Greg Neill, Ala Sonti

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New Zealand