This webinar will examine the operation and continuing relevance of the Law Reform (Testamentary Promises) Act 1949 in modern estate disputes. The session will provide a practical analysis of the legal principles governing testamentary promises claims, including the evidential thresholds and factors relevant to assessing such claims.The session will also offer guidance for practitioners on […]
Join us for a practical webinar addressing the implications of the decision in Rimmer v Wilton for property transactions, estate planning, estate administration, and relationship property agreements.Historically there has been uncertainty about the role contracting out agreements play on death, and whether they must be implemented irrespective of whether a surviving spouse or partner elects […]
This practical session will cover best practice in documenting changes of trustee under the Trusts Act 2019 and the key matters to consider when guiding clients through the transition to new trustees. The presenters will discuss trust deed restrictions, trustee duties and the requirements for an independent trustee, indemnities for outgoing and incoming trustees, issues relevant […]
This webinar will explore the challenges trustees can face when trusts become involved in disputes or litigation, and how trustees can approach decision-making in a way that is considered, well-governed and defensible. It will cover the role of independent and professional trustees, practical considerations around managing risk and liability, and the options available to trustees […]
Establishing a trust involves much more than preparing a trust deed. This webinar will explore the practical dos and don'ts of setting up a trust, including when a trust is appropriate, documenting settlor intentions, selecting trustees and beneficiaries, and planning for future events such as incapacity, relationship changes, and succession. We'll also discuss key governance considerations […]
Building the Skills of the Future LawyerArtificial Intelligence (AI) is changing how legal work is done, but it is also changing what will distinguish a successful lawyer.As technology takes on more research, drafting and process work, young lawyers will increasingly need to demonstrate capabilities that cannot simply be automated: sound judgement, critical thinking, emotional intelligence, […]
Since the Trusts Act 2019 came into force, trust lawyers have been inundated with requests to wind up trusts. The lure of simplification has prompted trustees to ask - “do we need to keep this trust?” The answer is not a simple yes or no, even for the most basic trust. Thought needs to be […]
When family members contribute funds towards a property purchase, are they making a gift or advancing a loan? The answer can have significant consequences when relationships end, estates are challenged, or disputes arise.Join us for a practical webinar examining the key principles from the leading cases, the influence of cultural expectations, and the strategies practitioners […]
As more New Zealanders enter retirement, Occupation Right Agreements (ORAs) are becoming increasingly relevant for private clients. Join expert Jenny Baldwin for a practical webinar covering the key elements of ORAs, current market terms, and how to explain these agreements clearly and confidently to clients.
Claims against estates often have their roots in decisions made long before death. Using a blended-family scenario, this webinar examines how asset ownership, relationship property arrangements, lifetime transactions, incapacity and succession planning can shape what ultimately falls into an estate and the competing claims that may arise against it. Also considered are practical strategies to […]
Join us for a practical webinar exploring the key considerations and processes involved in varying trust deeds. More info coming soon.
You might be using AI but are you doing it right – in terms of IT, professionalism, ethics, and other risk protection? There are many balls to juggle, in a constantly changing space. In this webinar, Lloyd Gallagher will provide information and insights to help ensure you’re on track with your AI journey, including liability […]
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.The FPA, TPA and PRA are familiar territory when individuals make claims against an estate. […]
C2G returns in 2027 with a fresh perspective on life, legacy & succession, exploring not just the wellbeing of family members and the protection and transfer of wealth, but the dynamics, decisions and responsibilities that sit behind the same.For those working across family, property, trust and private client matters, the programme being created will touch […]
C2G returns in 2027 with a fresh perspective on life, legacy and succession, exploring not just the wellbeing of family members and the protection and transfer of wealth, but the dynamics, decisions and responsibilities that sit behind the same.For those working across family, property, trust and private client matters, the programme being created will touch […]
Our Estate Planning Conference is back for 2027! Save the date and join us for another leading event exploring the latest developments and insights in estate planning. More details to come.
Our Estate Planning Conference is back for 2027! Save the date and join us for another leading event exploring the latest developments and insights in estate planning. More details to come.
Join us for our inaugural Elder Law Conference in 2027, chaired by Theresa Donnelly, Head of Legal at Perpetual Guardian. More details will be announced soon.
Join us for our inaugural Elder Law Conference in 2027, chaired by Theresa Donnelly, Head of Legal at Perpetual Guardian. More details will be announced soon.