Wills, Estates & Elder Law

Issues covered include: Elderly, elder, elder law, residential care subsidies, End of Life Choice Bill, Office of the Health and Disability Commissioner, health, disability, ethics, medical capacity, retirement villages, the Protection of Personal Property Rights Act 1988, guardians, welfare guardianship, powers of attorney, care facilities

Issues covered include: Interface between Retirement Villages and Aged Care: An Update, Capacity Issues Intensive, Supported and Substituted Decision-Making, End of Life Choices Bill , Insights from the Office of the Health and Disability Commissioner, Immigration Law Changes and What They Mean in the Aged Care Context, Privacy, Recording and Data Security , Employment and Health & Safety Law and its Relevance to the Aged Care Sector

WEB213NZA17: Attend and receive critical updates on the key issues that can and do arise in the aged care sector and retirement villages. Rigorously review key decisions impacting you from the Health Practitioners Disciplinary Tribunal, Human Rights Review Tribunal and insights from the Office of Health and Disability Commissioner. You will also consider important financial, property and estate issues such as the PPPR, wills, moving to a facility and learn to identify the hallmarks of financial abuse.

Attend and elevate your expertise relating to critical areas of elder law. Examine mental capacity, undue influence, enduring powers of attorney, removal of an aging trustee and PPPR Act applications. You will also gain unique insights, tools and a deeper understanding of the relevant legal tests from leading experts on elder abuse as you work through practical cases and examples. WEB219NZA12

Attend and explore the issues that can and do arise in aged care facilities and retirement villages. Hear from the Office of the Health and Disability Commissioner, learn how to recognise elder fraud, understand how to manage admissions from legally incompetent residents, and examine the implications stemming from the End of Life Choices Act. You will also receive an important employment law update and best practice guidance on managing commercial terms. WEB223NZA18

In this highly practical programme, you will receive the key information you need to help you navigate the often-complicated area of the The Protection of Personal and Property Rights Act 1988 (‘PPPR Act’). Seasoned practitioners in this area will unpack the best practice approaches, how to choose the right application form the get-go, what to when dealing with a complex application or incapacity, and clarity on the various roles that you need to be aware of. WEB223NZA44

In this no fluff all strategy intensive, delve into the most topical elder law issues impacting your clients. Explore removal of trustees due to incapacity, duress and undue influence, appropriate administration practices and trust reporting, relationship property issues in new later-in-life relationships, and so much more! WEB229NZA13

Attend and receive critical updates on the key issues that can and do arise in the aged care sector and retirement villages. You will explore industry developments for retirement villages and hear directly from the Aged Care Commissioner about the current issues influencing this sector. You will also consider trust and occupation right agreements and amplify your understanding of the importance of informed consent. WEB233NZA20Z

Explore 5 essential concerns in elder law at this must attend program. Receive fundamental tips from the Aged Care Commissioner about the Commission’s Monitoring Report. Gain a practical toolkit of your duties and the implications of failing them when preparing a Will, a guide to the practical considerations and ‘red flags’ in capacity and property considerations for your clients. Delve into an analysis of abuse prevention in aged care settings and possible solutions. WEB239NZA11Z

Attend and explore the issues that can and do arise in aged care facilities and retirement villages. Hear from the Office of the Health and Disability Commissioner, learn how to recognise elder fraud, understand how to manage admissions from legally incompetent residents, and examine the implications stemming from the End of Life Choices Act. You will also receive an important employment law update and best practice guidance on managing commercial terms. WEB223NZA18

Attend and receive critical updates on the key issues that can and do arise in the aged care sector and retirement villages. You will explore industry developments for retirement villages and hear directly from the Aged Care Commissioner about the current issues influencing this sector. You will also consider trust and occupation right agreements and amplify your understanding of the importance of informed consent. WEB233NZA20Z

Explore 5 essential concerns in elder law at this must attend program. Receive fundamental tips from the Aged Care Commissioner about the Commission’s Monitoring Report. Gain a practical toolkit of your duties and the implications of failing them when preparing a Will, a guide to the practical considerations and ‘red flags’ in capacity and property considerations for your clients. Delve into an analysis of abuse prevention in aged care settings and possible solutions. WEB239NZA11Z

Issues covered include: Elderly, elder, elder law, residential care subsidies, End of Life Choice Bill, Office of the Health and Disability Commissioner, health, disability, ethics, medical capacity, retirement villages, the Protection of Personal Property Rights Act 1988, guardians, welfare guardianship, powers of attorney, care facilities

Issues covered include: Trust, relationship property, trust restructuring, resettlements, trustee, trust administration, estates, capacity, powers of attorney

Issues covered include: Diffuse Discharges from Farming, Maori Land considerations, Environmental & planning, ETS, Overseas Investment Act in a Rural, Employment Law, Insolvency, Dispute resolution, Worksafe NZ, Trust Restructuring and Resettlements, Trustee powers, succession planning.

Issues covered include: Alternative dispute resolutions, disclosing information to beneficiaries, challenges of trusts

Issues covered include: career progression, legal career, emotional intelligence, EQ, corporate ladder, reputation and integrity, cognitive bias, ethical decision making, in-house counsel ethics

Family businesses come in all different shapes and sizes but no matter the size they’ll all expect the same thing from you: guidance on the best strategies to help them structure, manage, grow and potentially pass on their business. Invest in an afternoon with key family business specialists from the accounting and legal sectors who will deliver real world strategies for dealing with the most important issues facing your clients, including structuring, tax strategies, succession, business sales and more.

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

Master how to skilfully handle any complication or dispute that arises in an application for probate as you cover everything from complex common and solemn form probate to proving informal wills. Receive practical information, realistic examples and relevant legal updates that will enhance your mastery of probate in practice.

Issues covered include: trust law reform, removal and retirement of a trustee, non-compliant trusts, independent trustees in family trust disputes, estate planning and succession across jurisdictions and overseas, relationship property, claims Under the Family Protection Act 1955

Issues covered include: Interface between Retirement Villages and Aged Care: An Update, Capacity Issues Intensive, Supported and Substituted Decision-Making, End of Life Choices Bill , Insights from the Office of the Health and Disability Commissioner, Immigration Law Changes and What They Mean in the Aged Care Context, Privacy, Recording and Data Security , Employment and Health & Safety Law and its Relevance to the Aged Care Sector

Issues covered include: Case Law Update, Capacity and Vulnerability in Succession Law, Drafting Wills and Structures for Blended Families, The Danger Zone for Succession Lawyers, Mediation in Deceased Estates,

Issues covered include: Seeking a Grant of Probate in Solemn Form, Proving Informal Wills, Complex Probate Applications,

Issues covered include: Trusts Case Law Update, The Rogue Trustee, Tax Issues for Trusts, Trustee Investments: What Roles do Sustainability and Impact play?

Issues covered include: Assets in foreign jurisdictions, Life interests/discretionary trusts: the alternatives

Issues covered include: good will instructions, assistance, testamentary capacity, fixing wills, succession law reform

Issues covered include: remote working, digital signatures, Modification Orders for wills, EPAs, Modifications ORders for Oaths and Declarations, probates

Attend and you will comprehensively examine the requirements and trustee duties under the new Trusts Act that you need to know. Receive essential tips for getting your trust wind ups back on track as quickly as possible. You will also gain a deeper understanding of the complexities of trust deeds, including drafting, modification, indemnity clauses and powers.

What advice should you be giving your clients on their estate right now? Receive guidance on estate planning techniques, explore the taxation and trust issues arising from deceased estates and catch up on the latest in estates litigation. Walk away with practical tips and strategies to implement immediately in your practice.

WEB213NZA23: If you work with trusts this is a must attend event. You will condition your skills to expertly tackle the more complex, difficult and at times unpleasant situations that can arise when working with a trust, including wind-ups, trustee liability, Memorandum of Wishes, and Tax. Receive expert insights from legal experts who work closely with trusts to ensure you are equipped to identify red flags and ready to tackle any trust issue that arises in your practice.

WEB213NZA17: Attend and receive critical updates on the key issues that can and do arise in the aged care sector and retirement villages. Rigorously review key decisions impacting you from the Health Practitioners Disciplinary Tribunal, Human Rights Review Tribunal and insights from the Office of Health and Disability Commissioner. You will also consider important financial, property and estate issues such as the PPPR, wills, moving to a facility and learn to identify the hallmarks of financial abuse.

What keeps you up at night…? Master how to skillfully handle the nitty gritty of estate administration, solemn form probate and complex intestacies. Receive practical information, realistic examples and relevant legal updates that will enhance your mastery of estate administration and probate in practice. WEB213NZA18

213NZA37: In response to the many significant changes in estate planning, succession law and trusts in the past 18 months, this information packed day will provide you with in-depth discussions around the different areas of effective estate planning in this new era. You will explore the re-emergence of will drafting as the primary asset planning tool, how to structure intergenerational arrangements and asset planning for blended families and understand the impact of relationship property claims.

Are you finalising all your wills and estates matters with time to spare and without experiencing a rising panic? No? You’re not alone. In this cost and time sensitive area, efficiency is critical. Attend and learn how to proficiently navigate powers of attorney, probate, letters of administration, estate administration, the unique challenges to estates, and ensure you are capable of working independently and effectively on all your wills and estates matters. WEB216NZA15

Are you across the latest legal issues affecting the rural community right now? Gain the knowledge & skills to effectively advise your clients with this jam-packed half day seminar. Stay updated on the recent changes to the overseas investment regime. Consider the obligations farmers may not be aware of under the new Trusts Act & receive guidance on how to effectively run a farming family trust. Plus, gain the knowledge & skills to act effectively in rural property transactions & subdivisions. WEB219NZA03

Attend and elevate your expertise relating to critical areas of elder law. Examine mental capacity, undue influence, enduring powers of attorney, removal of an aging trustee and PPPR Act applications. You will also gain unique insights, tools and a deeper understanding of the relevant legal tests from leading experts on elder abuse as you work through practical cases and examples. WEB219NZA12

When you think of estate planning there are three vital documents that you need to make sure you get right from the start – the Prenuptial Agreement, the Will and the Enduring Power of Attorney. This is a must attend event for those looking for a refresher as it will help you to refine your drafting skills and give you an edge in your next estate planning matter. WEB2111NZA23

Following the introduction of the Trusts Act 2019 earlier this year, there has been a renewed focus on the way trusts are operated in New Zealand. In this programme you will take an in-depth look at whether trusts remain useful and the steps needed to ensure they are used correctly. The Morris Legal Team will also discuss how to avoid the risks and problems that arise when trusts are not operated well. WEB2110NZA05

If you work with Trusts this is a must attend event. Condition your skills to expertly tackle the more complex and difficult situations that can arise when creating and dealing with a trust. You will work through the spectrum of trustee issues, recent legislative changes, tax and remedies. Receive insights from legal experts who work closely with trusts to ensure you are equipped to identify red flags and ready to tackle any trust issue that arises in your practice. WEB223NZA28