The Law Association of New Zealand



Drafting Wills – s 55 PPPR Act Applications

Register Now
Registration Closed
Submit EOI

Preparing a s 55 will on behalf of a subject person requires careful judgment, sound drafting, and a clear understanding of what needs to happen next via the probate process. 

This webinar will explore when a s 55 will is appropriate, key practical and procedural considerations, and common challenges practitioners may face in obtaining probate of a s 55 will. It will also address best practice in drafting the will and supporting affidavit, as well as the role of the lawyer acting for the Subject Person.

Learning Outcomes

  • Identify when a section 55 will may be appropriate
  • Understand the key steps in the s 55 will 
  • Apply best practice in drafting wills and supporting affidavits
  • Recognise the role and responsibilities of the lawyer for the subject person
  • Understand the key steps for the probate process of the s 55 will
  • Navigate common issues arising in applications for probate


Who Should Attend

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


Presenters

Theresa Donnelly | Head of Legal, Perpetual Guardian
Mary Rozeboom | Senior Legal Counsel, Perpetual Guardian


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.

a29abd3b-21e2-ed11-8847-00224893bd23
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.

16439e24-aa1d-f111-8341-6045bdc25efe

Details

Pricing Details

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

Registration Close Date

25/08/2026
Loading...