Cross-Jurisdictional Issues on Drafting Wills & Probate

Drafting wills and probate requires care and precision. When cross-jurisdictional issues are involved, that adds further complexities – and the risk of costly and time-consuming mistakes. 

With a focus on drafting, in this webinar Alison Gilbert and Tony Mortimer will alert you to the considerations and issues in play when you are dealing with matters involving (deceased) residents with offshore property, offshore (deceased) residents with property in Aotearoa, and other factors such as questions of domicile.

Who Should Attend?

Lawyers and legal executives doing wills/estate/private client/general practice work, of all levels of experience.

Gain practitioner and registrar perspectives, insights and practical tips on drafting wills and applying for grants of administration in respect of:

  • (deceased) residents within New Zealand with offshore property;
  • (deceased) residents offshore with property in New Zealand; and
  • complicating factors such as wills made outside New Zealand, multiple wills, intestacy, offshore beneficiaries and/or executors, and questions of domicile.


Presenters

Tony Mortimer
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Tony Mortimer has worked in courts for many years in various roles and as technical registrar at the High Court, Auckland, from 2000. As registrar and sheriff, Tony leads a team of 4. Tony and his team exercise delegated powers of the High Court to consider common form applications for grants of administration.

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Alison Gilbert
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Alison Gilbert leads Brookfields Lawyers Private Client team. She provides specialist legal advice on estate planning, estate administration, the establishment and management of trusts (both private and charitable) and related asset management structures, relationship property and incapacity law.


Alison has been ranked in the 1st band as a private client lawyer in the Chambers & Partners High Net Worth 2018 Guide.


Alison is chair of the New Zealand branch of STEP, a member of the STEP Mental Capacity SIG Global Steering Committee and is also the lead author of LexisNexis Succession ' Practical Guidelines.

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Chair

Tammy McLeod
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Tammy is the managing director at Davenports Law Limited and leads their Trust Team. She is a trust and asset structuring specialist with over 20 years’ legal experience specialising in the areas of trust law, asset planning and Property (Relationships) Act.

She advises clients on a broad range of issues involving the duties of trustees and the management and administration of trust funds, the structuring, establishment and review of asset plans and the interpretation of trust deeds.

Tammy is a past president of the Auckland Woman Lawyers’ Association and is the vice-president of the North Harbour Club.

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Details

Pricing Details

Ticket Price

Members: $140 GST

Non-Members: $195 GST

Registration

Registration Close Date

18/06/2024
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