The Law Association of New Zealand

Cross-Jurisdictional Issues on Drafting Wills & Probate (2024) (On Demand)

This On Demand was originally recorded on 18 June 2024.

Drafting wills and probate requires care and precision. When cross-jurisdictional issues are involved, that adds further complexities – and the risk of costly and time-consuming mistakes. 

With a focus on drafting, in this On Demand Alison Gilbert and Tony Mortimer will alert you to the considerations and issues in play when you are dealing with matters involving (deceased) residents with offshore property, offshore (deceased) residents with property in Aotearoa, and other factors such as questions of domicile.

Who Should Watch?

Lawyers and legal executives doing wills/estate/private client/general practice work, of all levels of experience.

Learning Outcomes

Gain practitioner and registrar perspectives, insights and practical tips on drafting wills and applying for grants of administration in respect of:

  • (deceased) residents within New Zealand with offshore property;
  • (deceased) residents offshore with property in New Zealand; and
  • complicating factors such as wills made outside New Zealand, multiple wills, intestacy, offshore beneficiaries and/or executors, and questions of domicile.

Presenters

Alison Gilbert, Partner, Brookfields

Tony Mortimer, Registrar, Auckland High Court – Technical Unit

Chair: Tammy McLeod, Managing Director, Davenports Law Limited


Tony Mortimer

Tony has worked in courts for many years in various roles and as technical registrar at the High Court, Auckland, from 2000. As registrar and sheriff, Tony leads a team of 4. Tony and his team exercise delegated powers of the High Court to consider common form applications for grants of administration.

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Alison Gilbert

Alison Gilbert leads Brookfields Lawyers’ Private Client team. She provides specialist legal advice on estate planning, estate administration, the establishment and management of trusts (both private and charitable) and related asset-management structures, relationship property and incapacity law.

Alison has been ranked in the 1st band as a private client lawyer in the Chambers & Partners High Net Worth 2018 Guide. 

Alison is chair of the New Zealand branch of STEP, a member of the STEP Mental Capacity SIG Global Steering Committee and is also the lead author of LexisNexis’ Succession Practical Guidelines.

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Tammy McLeod

Tammy is the managing director at Davenports Law Limited and leads their Trust team. She is a trust and asset structuring specialist with over 25 years’ legal experience specialising in the areas of trust law, asset planning and the Property (Relationships) Act.

She advises clients on a broad range of issues involving the duties of trustees and the management and administration of trust funds, the structuring, establishment and review of asset plans and the interpretation of trust deeds.

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Details

CPD Hours: 1.50hr

Pricing Details

Ticket Price

Members: $150 GST

Non-Members: $210 GST

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