Will Drafting for Blended Families

#advisingthemodernbradybunch

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 attend? 

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.


Presenters

Henry Stokes
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Henry was appointed General Counsel in 2019. He brings significant fiduciary expertise with considerable experience as in-house counsel in trustee companies and also time in private practice.

Henry is an expert in the trusts and estates field and is a regular presenter for the legal profession's continuing legal education seminars, as well as media interviews for trust, estates and wills related matters. He has experience in all facets of the process from the preparation and implementation stages through to disputes, claims and proceedings, having appeared in the Family and High Courts as well as the Court of Appeal. 

Henry is responsible for Perpetual Guardian's Legal Team as well as being a significant contributor to their Senior Leadership Team and brings experience in leadership, team transformation and productivity and process improvement. 

Henry considers his greatest achievement in life to be his two daughters.

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Theresa Donnelly
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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 The Law Association, NZLS, CCH, STEP, and Legalwise, and is known for her practical approach.

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Details

Pricing Details

Ticket Price

Member: $140.00 GST

Non-Member: $195.00 GST

Registration

Registration Close Date

15/02/2024
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