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

Attend and elevate your expertise in estate planning and asset protection to avoid problems down the track. Examine how to draft modern, complex wills and work through the strategy and execution of a family business succession. You will also gain unique insights, practical tips on how s182 and relationship property claims can affect estate planning. Attend and gain a deeper understanding of the core issues to help you master this complicated area. WEB223NZA19

Attend and learn how to skilfully traverse the minefield of family and estate disputes, and probates. You will cover a range of different areas including family protection claims and dispute resolution through to contested wills and probate and how this is being handled by the Court. Receive practical information, realistic examples and relevant legal updates that will enhance your mastery of estate disputes and probate in practice. WEB223NZA43

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 not-to-be-missed programme you will take a deep dive into domestic trust tax disclosure obligations, broaden your knowledge of trustee duties and examine the art of asset protection. In addition, learn how to manage a trust-office holder dispute and gain a timely update on recent cases. Receive insights from legal experts who work closely with trusts to ensure you are equipped with the latest information to masterfully tackle the gambit of trust requirements and issues. WEB225NZA01

Are you across the nuances of farm succession matters? In this programme you will gain the knowledge and skills you need to effectively advise your clients. Examine the planning process and your role as a professional. Be updated on wills and the implications of relationship property. Take a deep dive into trust restructures, resettlements and tax. Plus learn to identify the areas that could potentially cause a dispute down the track and how to avoid them. WEB226NZA18

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

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 this all-in-one seminar on Conveyancing and Wills to better understand the practical intersection of these two areas. Whether you’re a legal executive or a principal of your own practice, this seminar will provide you with valuable skills and practical knowledge to use. Understand fundamental will drafting considerations to best serve your clients wishes. Learn from a variety of conveyancing cases to ensure that you are aware of appropriate conduct in sensitive matters. WEB2210NZA05Z

Acquire valuable insights that will propel your practice to new heights. Draw critical learnings from an array of recent estates & trusts law cases. Take the opportunity to update yourself on Testamentary Promises Act claims & the strategies to implement from these cases. With the courts increasingly providing directions for parties to go into mediation, enhance your ADR knowledge with practical mediation strategies that will deliver results for your clients. This seminar is not to be missed! WEB2211NZA11

Immerse yourself in the critical information and updates that you need to know on trusts, at this premier event. Traverse a diverse selection of topics, updates and issues involving trustees duties, trustees disclosure, trust review and administration including supervision by the Court. Delve into new fiduciary relationships, fraud and investment of trust funds. Join us at this comprehensive programme where you will receive the critical insights from the experts. WEB233NZA17Z

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

Elder law issues, including the Protection of Personal and Property Rights Act 1988 (‘PPPR Act’) often leaves lawyers like yourself, questioning the correct course of action. To help you navigate this complex area, our panel of experts will reveal the best practice approaches, including EPOA activation and challenging EPOAs decisions, the tricky situations when a person has both an EPA and advanced directive and the evolving role of counsel of subject person. This one event not to be missed! WEB233NZA21Z

Attend and learn how to skilfully traverse the minefield of family and estate disputes, and probates. This programme will cover a range of different topic areas including applications for the validation of wills, the fiduciary duty of a testator, how to handle claims by surviving partners and the all-important case update and analysis. Receive practical information, realistic examples and relevant legal updates that will help you to deliver results for your clients. WEB233NZA33

In this intensive estate planning session, you will work through specific techniques for drafting Wills or Memorandum of Wishes, that are supported by real world examples. You will also receive practical insights into the correction powers that you can employ when a Will is deemed invalid. Fine-tune your expertise in estate planning and drafting to avoid problems down the track, while mastering the skills required to excel in this complex legal area. WEB233NZA34

There is no ‘one size fits all’ approach to farm succession planning, so attend this seminar to learn traditional and alternative options for asset protection with information tailored to the rural context. Explore trusts in the farming context, their purposes and hear a refresher on the Trusts Act 2019. Evaluate alternatives to trusts for the succession planning of family farms and assess common issues that arise in relationship property upon family separation. WEB235NZA02Z

Are you looking to brush up on the basics or new to the field of wills and estates? In this comprehensive fundamentals seminar you will develop your skills of will drafting – what is good will drafting and how to avoid the pitfalls, understand the challenges that can arise with estates and learn more about powers of attorney and enduring powers of attorney. WEB236NZA02Z

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

Learn how to navigate the variety of disputes that arise in estate matters and probate. Ensure that you know the duties of executors and their role in navigating maladministration. Learn how to manage potential disputes that may arise and explore disputes with and among trustees, and strategies for ADR. Investigate solemn form and tools for recognising red flags in complex probate, to walk away with a complete toolkit of how to approach challenging estate disputes and probate matters. WEB2311NZA08Z

A trust is a common tool for investment planning and financial organisation. To maximise the efficacy of a trust, lawyers must consider a wide range of factors impacting trustee resolutions and beneficiary decisions. Do not miss the opportunity to enhance your expertise. Join experts as they unpack the tax implications of various trust structures, discuss the Maximum Duration and power of appointment, and provide you with an insight into important legal developments. WEB243NZA02Z

Explore common issues in aged care facilities and retirement villages. Stay updated on significant sector developments, such as the standardisation of retirement village contracts, evolving financial arrangements, and the introduction of independent dispute resolution mechanisms for aged care residents. Understanding the legal intricacies of aged care complaints, and ensure you are well-informed about vital employment law updates for managing the commercial aspects of the aged care sector. WEB243NZA09Z

Join us for a comprehensive seminar on estate disputes where you will delve into the most recent case law and learnings for managing various family provisions claims. Explore the legal nuances of equitable Estoppel and constructive trusts, adeptly navigate probate applications under the Administration Act, and master mediation strategies for alternative dispute resolution. WEB243NZA18Z

Stay ahead of the ever-changing legal landscape with a deep-dive into estate planning. Navigate the complexities of asset structures in blended families and unpack the legal intricacies of family loans and financial agreements. Pick up tips & tricks for winding up an estate plan and master best practice for managing unpaid present entitlements, fortifying your clients against potential estate claim risks. WEB243NZA19Z

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This program is designed to provide essential insights for navigating the intricate landscape of Elder Law and the Protection of Personal and Property Rights Act 1988 (PPPR Act). Join experienced professionals as they unpack the issues surrounding capacity, elder abuse and EPOA enforcement. Pick up guidance and best practices for drafting EPOAs, making successful PPPR applications, and managing elderly clients with complex familial circumstances. WEB243NZA08Z

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Whether you are new to the field or looking for a refresher, this seminar will provide you with back-to-basics knowledges and skills in wills & estates. Learn how to craft client-centric estate plans; navigate the updates in the Family Protection Act, deciphering eligibility criteria and threshold tests for successful claims; and delve into the complexities of estate disputes and resolution through real-world cases. WEB246NZA02