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Wills & Estate Administration

Wills & Estate Administration
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Upon a client’s death, issues centred around wills and estate administration can deeply compound an already stressful situation for all involved.

Following on from a session at the Christchurch General Practitioner CPD Day in February this year, this webinar will help you make sense of the changing landscape in this complex area.

It will include consideration of:

  • Common pitfalls in practice in the drafting of wills, and administration of estates
  • Key case law developments, including the Courts’ interpretation and application of relevant legislation, including the Wills Act 2007 and Family Protection Act 1955
  • The interaction between trust law and the administration of estates.

Learning objectives

By attending this webinar you will be:

  • More aware of some common pitfalls with will and estate administration.
  • Updated on recent case law.
  • Able to better advise your clients.

Who should attend

Civil litigation, family, property, trusts and estates practitioners. 

Book / Technical Specs

A background book written by the presenter is available in hard copy, PDF, or both. Please indicate your choice upon registration. 

  • Hard Copy - Your book will be posted to you - no extra charge 
  • PDF - You will be emailed a PDF copy of the book 3 working days before the event - no extra charge 
  • Both Hard Copy & PDF - You will be emailed a PDF copy of the book 3 working days before the event, and posted the hard copy book  - additional $30 charge

For information on what is required to participate in the webinar, click here.

Fee (Incl GST)

Webinar

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

Times

  • Webinar 11.00am - 12.30pm Wednesday 26 May 2021
  • Registration closes  - 3.00pm, Tuesday 25 May 2021

Download PDF registration form

Webinar 26 May
I can't attend, but please let me know when the book is available to purchase.

Presenters

Anna O'Callaghan Anna O’Callaghan
Partner, Taylor Shaw Christchurch

Anna is a Private Client practitioner with an in-depth understanding of succession planning, asset protection and personal structuring. She advises on all trust matters, including the establishment, maintenance, and winding up of trusts, as well as regularly working with wills and estates. Anna has a particular interest in elder law issues and estate work, and approaches these matters with due empathy and sensitivity. She is a member of Christchurch’s Elder Law Special Interest Group. Her practice also includes counsel on relationship property, residential property matters, personal financing, and related issues arising out of our complex Canterbury property environment.

James Pullar Picture James Pullar
Partner, Taylor Shaw, Christchurch

James is the head of the Civil Litigation and Employment, and Education Law practice. He acts for a wide variety of clients including local and national businesses, School Boards of Trustees, Independent Schools around New Zealand, and private individuals.

James regularly appears in the District Court and the High Court across a broad range of civil work, as well as in the Employment Relations Authority and the Employment Court.
In civil litigation, he has developed specialist expertise in insurance law, negligence, contractual disputes, as well as contentious trust and estate matters.

James is an active contributor to NZLS CLE programmes, and the annual Young Lawyers’ Mooting Competition. He currently sits on both the NZLS (Canterbury-Westland) Employment Law Committee and Special Events Committee and is a previous convenor of the Junior Practitioners’ Committee.

CPD

Attendance at the live webinar
  • If you attended the live webinar, you will receive an electronic certificate of attendance as verification for your CPD records.
  • You can view and hear the presentation again, as many times as you wish in your own time for no additional cost.
Registration but non-attendance on the day
  • Under the CPD Scheme only those who attend a live webinar are eligible to claim CPD hours.
  • If you registered but were unable to attend on the day, you can view and hear the archived recording of the presentation.

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 in writing of the change. NZLS CLE Ltd 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.
 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
[email protected]

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand