The Law Association of New Zealand

Estate Planning Conference 2026 – Conflict and Independence (On Demand)

This On Demand was recorded on 30 July 2026.

Connect with leading legal experts from across New Zealand at the Estate Planning Conference 2026. This industry-focused event brings together experienced practitioners to deliver insightful, practical, and forward-thinking discussions on the challenges that shape modern estate planning practice.

Designed to explore the realities of conflict in estate planning and administration, this year’s programme features engaging sessions and thought-provoking discussions that unpack the complexities practitioners face when advising clients, managing competing interests, and navigating disputes.

Whether you’re an experienced practitioner or looking to deepen your expertise, this conference offers a valuable opportunity to learn, connect, and refine your approach. Gain practical insights, hear from leading voices in the field, and leave equipped with tools and strategies you can apply in practice.

Click here to download the Programme.

Sessions

  • Panel Discussion – Who is my Client? Unpacking the conflicts
  • S21 Agreements – The Potential to Derail Asset Planning
  • Planning for Conflict
  • Caveats Against Probate
  • Advising on Claims by Estates
  • EPOAs – Conflicts and Independence When Advising
  • Panel Discussion – Conflicts in Action: Practical Examples & Tips from our Panel

Learning Outcomes 

  • Identify key sources of conflict in estate planning practice.
  • Analyse competing interests and their impact on client advice.
  • Apply strategies to prevent and manage estate disputes.
  • Recognise and respond to common risk areas, including executors, caveats, and EPOAs.
  • Apply ethical principles to maintain independence and manage conflicts of interest.


Who Should Watch?

Property, trust and private client lawyers, family lawyers, litigators, and other professionals involved in estate planning, disputes, or administration.


Presenters

Rebecca Steens | Partner, Holland Beckett
Amanda Bedford | Director, McCaw Lewis
Bethan Read | Special Counsel, Morris 
Mary Rozeboom | Senior Legal Counsel, Perpetual Guardian
Henry Stokes | Fiduciary Expert
Emma Tonkin | Partner, Hesketh Henry

Chair

Rebecca Steens | Partner, Holland Beckett


Emma Tonkin

Emma Tonkin is a Partner in the Private Wealth team at Hesketh Henry in Auckland. She advises clients on trusts, estates, relationship property, and succession planning, with a particular focus on complex family wealth structures and those with significant real estate assets. Emma is well known for her practical approach to contentious estates and trust disputes, and for bringing a high degree of empathy to client matters. She regularly acts for trustees, beneficiaries, and high net worth individuals, and is a frequent presenter on trusts and estates issues for practitioner audiences.  Emma is also an expert in relation to the Overseas Investment Act 2005 assisting clients with both applications and enforcement issues.

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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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Mary Rozeboom

Mary Rozeboom graduated from the University of Waikato in 2013, with a Bachelor of Laws with First Class Honours.  Mary has spent time advising on trust administration and provided key support during the implementation of resultant changes following the commencement of the Trusts Act 2019.  Mary also spends a lot of time working in the PPPR space, and enjoys seeing results for the protection of vulnerable New Zealanders.

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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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Bethan Read

Bethan leads Morris’ private client team and is a trusted advisor to clients. Bethan has extensive experience in creating bespoke estate planning and asset protection solutions including trust structures, wills, enduring powers of attorney, relationship agreements and all other private client services. Bethan is qualified in both New Zealand and England and Wales. She began her career at top tier firms in the Channel Islands and London, where she gained high-level international experience in private client matters. More recently, she was director and head of the trust legal team of an international trust company based in New Zealand and joined Morris five years ago to lead their newly formed private client team. Bethan regularly presents at industry conferences in New Zealand on asset protection and estate planning topics.

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Amanda Bedford

Amanda leads the Asset Planning at McCaw Lewis Lawyers.

She works closely with accountants and advisers to create integrated strategies covering trusts, wills, enduring powers of attorney and relationship-property agreements, amongst other private client services.  She is also qualified to practice in Western Australia and her earlier experience in banking and finance at a top-tier Australian firm along with a background in property law grounds her guidance in commercial reality. 

As a trustee of ConneXu, Angel Casts and Age Concern Waikato, Amanda sits “on the other side” of the table, giving her unique, practical insight that deepens the relevance of her legal advice.  She is also a member of the Law Association’s trust law committee.

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Details

CPD Hours: 4.00hr

Pricing Details

Ticket Price

Member: $570 plus GST
Non-Member: $715 plus GST


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