Save the date: Join us for a practical webinar exploring when an executor may need to make a claim on behalf of an estate.
We’ll unpack key red flags, executor duties, conflicts of interest and relationship property issues through practical case studies.
Theresa Donnelly | Head of Legal, Perpetual Guardian
Mary Rozeboom | Legal Services Manager, Perpetual Guardian
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.
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.
Ticket Price
Member: $160 plus GST
Non-Member: $230 plus GST
Busy schedule? No problem.
Our CPD webinars are recorded and available On Demand – offering the same CPD credit as attending live, with flexible access designed to fit your schedule. If you miss the livestream, don’t worry – you’ll receive access to the On Demand recording so you can catch up anytime.
Click here to explore our extensive On Demand catalogue.
Registration Close Date