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Imagine a prospective client comes to you and asks… • Is the traditional asset model the best way to protect my family wealth? Are there other options? • What are the limits on Deeds of Family Arrangements? • What is the court’s current thinking around trusts, estate planning and relationship property claims? • Who can be personally exposed to legal costs? • How can we prove capacity to execute a will? Ensure you can answer these questions confidently, accurately, and with the most up to date information
Attend and earn 7 CPD Hours
This conference was recorded in NZ on 6 September 2018
Estate Planning and Disputes
Chair: Isaac Hikaka, Partner, Lee Salmon Long
9.00am to 9.05am Opening Comments by the Chair
9.05am to 9.50am: The Need to Rethink Traditional Asset Planning in New Zealand
Presented by Henry Brandts-Giesen, Partner, Kensington Swan
9.50am to 10.35am: The Parameters of Deeds of Family Arrangements
Presented byVicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited
10.35am to 11.20am: Family Protection Act and Charites: Growing Activity
Presented by Sally Morris, Partner and Georgia Angus, Senior Solicitor, Morris Legal
11.20am to 11.35am Morning Tea
11.35am to 12.20pm: Interrelationship Between Trusts, Estate Planning and Relationship Property: Recent Cases and Review
Presented by Zara Matheson, Barrister, O'Connell Street Barristers
12.20pm to 1.05pm: Costs Awarded by Courts with Respect to Trust and Estate Issues: Unique Considerations and Principles
Presented by Richard Thompson, Barrister, Vulcan Building Chambers
Learning objectives
Practicum on Capacity Issues for Wills and Trusts
Chair:Juliet Moses, Partner, TGT Legal
2.00pm to 3.00pm: Practicum on the Question of Capacity for Trusts and Wills
Presented by Anthony Grant, Barrister, Radcliffe Chambers
3.00pm to 4.00pm: EXPERT MEDICAL PERSPECTIVE: What Doctors Consider in the Assessment of Capacity
Presented by Dr Jane Casey, Psychiatrist and Psychogeriatrician, Vermont Street Specialists
4.00pm to 4.15pm Afternoon Tea
4.15pm to 5.15pm: Family Protection Act and Disentitling Behaviour
Presented by Henry Stokes, General Counsel Retail, Public Trust
Learning objectives