Drafting Complex Wills Workshop
Led by two facilitators who are immersed in wills and asset planning as part of their daily bread and known for their practical focus and examples-based development, this workshop will introduce you to practical tips on what to look out for in complex wills and how to draft fit for purpose wills that will stand up when they are needed. 226NZA10
Description
Attend and earn 3 CPD hours
This learn-by-doing workshop will help you achieve platinum wills excellence and give you the confidence to deliver this real and appreciable value to your clients. Areas that you will cover include:
- The features of a complex will
- The hidden pitfalls: how to recognise them and address them
- Identifying the hallmarks of good will drafting
- Developing your skills in the value add of a good will
Presented by Henry Stokes, General Counsel and Theresa Donnelly, Legal Services Manager, Perpetual Guardian
Learning Objectives:
- Gain practical tips to skillfully draft complex wills
- Confidence in drafting complex wills
Presenters
Henry Stokes
Henry Stokes has been in private practice and acted as in-house counsel for a combined period of over 20 years. He is currently General Counsel, for Perpetual Guardian. Henry specialises in the areas of wills, estates, trusts (both family and charitable) and protection of personal and property rights matters, including appearing in the Family Court, High Court and Court of Appeal. Henry advises on all areas from the preparation and implementation stages through to the disputes, claims and proceedings stages. Henry is an advocate for the trustee industry working together to provide world class trustee services to New Zealanders.
Theresa Donnelly
Theresa Donnelly graduated from Auckland University in 1992 and has over 27 years’ experience in private practice, government and in-house Legal. Theresa is currently the Legal Services Manager at Perpetual Guardian and is a recognised Elder Law expert. Theresa is formerly from Public Trust (Team Leader) and the Ministry of Social Development, where she was lead Senior in their Public Law Team responsible for advice in relation to Older People’s Policy and the Office of Senior Citizens.
Venue
Rydges Auckland
59 Federal St
Auckland 1010
New Zealand
Valet Parking
Rydges Auckland offers Valet Parking for all guests. Daily charges are NZ$38.00. Guests can valet their car unlimited amounts of time for the one daily flat fee. The maximum height of the car park is 1.9m. Limited spaces are available.
Self Parking
Guests can self-park NZ$30.00 on a per exit basis per 24 hours. The reduced parking tickets require being validated from reception.