The Law Association of New Zealand

Estate Planning Conference 2025 (On Demand)

This On Demand was recorded on 7 August 2025.

Click here to download the programme

As the estate planning landscape shifts, practitioners must navigate growing complexity with clarity and foresight. This year’s Estate Planning Conference On Demand offers practical insights into evolving legal risks, capacity issues, changing client structures, and cross-border considerations. Explore new strategies, challenge traditional approaches, and strengthen your ability to deliver robust, future-ready advice.

Learning Outcomes

  • Interpret recent changes in trust law and their impact on estate planning strategies.
  • Apply best practices for assessing mental capacity and managing vulnerable clients.
  • Address complexities in international estates, including cross-border structures and tax considerations.
  • Develop practical approaches to planning for digital assets and evolving family arrangements.


Who Should Watch?

This conference will be of interest to lawyers practising in trusts, estates, property, family, and litigation. It will also be relevant to general practitioners, legal executives, and others involved in private client work and succession planning.

Chair

Rebecca Steens, Associate, Holland Beckett, Tauranga


Presenters

Priscilla Brown, Special Counsel, Russell McVeagh
Theresa Donnelly, Legal Services Manager, Perpetual Guardian
Andrew Steele, Barrister, Princes Chambers
Rebecca Steens, Associate, Holland Beckett, Tauranga
Henry Stokes, Group General Counsel, Perpetual Guardian

Andrew Steele

Andrew has over 35 years’ experience in litigation in New Zealand and the United Kingdom. Previously a partner at Chamberlains, then a partner at Martelli McKegg Lawyers from 2006 to October 2020, he then left to join the independent bar as a barrister sole specialising in trust and estate disputes. He has been Convenor of ADLS’ Civil Litigation Committee and is presently a member of TLANZ’s Trust Law Committee. He has presented seminars for NZLS, ADLS, STEP, Legalwise and CCH on a variety of property, trust and estate-related topics and has written a number of articles on trust-related topics for the LawNews and other publications. He is the lecturer for and examiner of the estate litigation component for the STEP diploma.

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Henry Stokes

Henry is the former Group General Counsel of Perpetual Guardian. He brings significant fiduciary expertise with considerable experience gained as in-house counsel in trustee companies and also time in private practice. Henry specialises in 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 brings experience in leadership, team transformation and productivity and process improvement. He is also a regular presenter for the legal profession’s continuing legal education seminars, as well as media interviews for trust, estates and wills related matters.

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Priscilla Brown

Priscilla is one of the leaders of Russell McVeagh's private client team.  Priscilla specialises in the protection and enforcement of property interests in relation to estates, trusts and relationship property.  Priscilla's work involves advising clients on establishing robust planning structures as well as litigation and dispute resolution. Priscilla is a member of the TLANZ Trust Law Committee and STEP.  She has presented seminars for NZLS and ADLS on issues related to her practice and has written articles for TLANZ and STEP.

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Theresa Donnelly

Theresa graduated from Auckland University in 1992 and has a wealth of experience in Elder Law and Trust-related matters. Theresa was formerly from Public Trust (Senior Solicitor and Team Leader) and the Ministry of Social Development where she was lead Senior in the Public Law Team, working with Parliamentary Counsel, Older People’s Policy and the Office of Senior Citizens. Theresa worked on the 2017 changes to the EPA forms. She is a regular presenter to professional groups such as TLANZ, NZLS, CCH, STEP, and Legalwise, and is known for her practical approach.

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Rebecca Steens

Rebecca advises on Wills, Enduring Powers of Attorney, Trust formation, administration and applications for variations, estate administration (including contentious estates), independent trusteeship/executorship and occupation right agreements. With a background in contentious trusts and estates, Rebecca brings a unique and practical perspective for her clients. Prior to joining Holland Beckett, Rebecca had 8 years of experience in estate, trust and general litigation, including four years at an Offshore firm in Jersey, in the Channel Islands. 

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Details

CPD Hours: 4.00hr

Pricing Details

Ticket Price

Member: $550 GST
Non-Member: $775 GST






This On Demand includes the video and materials, and will earn CPD. 

Click here to access materials only.


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