Will Drafting for Blended Families (2024) (On Demand)

This On Demand webinar was recorded on 15 February 2024

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While the Brady Bunch-type family used to be a rarity, today it’s much more commonplace. When it comes to drafting wills in this context, what issues can arise, what special considerations apply and what can go wrong?

Presented by two experts in this area, this webinar will highlight the various issues of which will-drafters need to be aware, the considerations that apply and clauses to address them, and case law to reflect what has happened when things have gone wrong. A case study will be used to assist attendees.

Who should watch?

Anyone doing private client work, including general practitioners and legal executives.

Become better apprised of the issues potentially at play, including the challenge of balancing competing interests.
Refresh your knowledge of the considerations that apply and the options available for addressing them, such as mirror wills, life interest conditions, licences to occupy, inheritance trusts, acknowledgements by the will-maker, deeds of family arrangement, use of life insurances to balance competing interests, and whether an independent executor is required.
Benefit from sample clauses and a checklist to accord with best practice.
Become updated on case law showing what can go wrong in these situations.
Deepen your understanding through the use of case studies.

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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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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Details

CPD Hours: 1.50hr

Pricing Details

Ticket Price

Member: $150.00 GST

Non-Member: $210.00 GST