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Gift or Loan?

Gift or Loan?
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It is becoming ever increasingly difficult to save for a deposit on a house, and luckily for some, generous parents are able to help out so that their children can get their first step on the property ladder. These arrangements begin with the best of intentions, however, things can go wrong down the track when the parties have a different understanding of what was agreed to with a key dispute being whether the money was a gift or a loan. This webinar will help enable you to work effectively with your clients in ensuring clarity about what is being agreed to and in providing robust advice if issues do emerge.

This webinar will include:

  • A breakdown of the best way forward between a loan, a gift, or an investment
  • A discussion on the principles
  • An explanation of the possible implications
  • A discussion on what evidence and documents are more relevant
  • An explanation on how to prepare for court
  • Ways to avoid court
  • An overview of what recent cases said.

Learning objectives

By attending this webinar you will:

  • Increase your knowledge of best practice in regards to case preparation.
  • Have knowledge of the common pitfalls to watch out for and how to avoid falling into these traps.

Who should attend

All level of experience lawyers in civil litigation, family, property, trusts & estates.

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 - 12.00pm, Thursday 9 September 2021
  • Registration closes  - 3.00pm, Wednesday 8 September 2021

Download PDF registration form

Webinar 9 September
I can't attend, but please let me know when the book is available to purchase.

Presenters

Donovan Amanda 202 Amanda Donovan
Haigh Lyon, Auckland

Amanda is one of seven partners at Haigh Lyon Lawyers. Alongside Jennie Hawker, she leads their robust and vibrant family team. Amanda’s clients value that she is astute, commercially savvy and easy to relate to. With a background in psychology, she helps make difficult situations comfortable and drives dialogue when the going gets tough. Amanda has practised law for over 20-years, working primarily in the highly specialised areas of relationship property and claims against trusts. A keen listener and an insightful reader of people, she is the person her clients want to contribute to the negotiations when relationships are forming or finishing.


JEFFERSON Ben 2021 Ben Jefferson
Solicitor, Haigh Lyon, Auckland

Ben is a solicitor in the dynamic Haigh Lyon family law team under the guidance of Amanda Donovan and Jennie Hawker. With a Masters in journalism, Ben has a passion for good writing and a sharp eye for detail to complement his legal acumen. Ben predominantly works with clients to resolve relationship property and care of children matters.

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