Login
Login

Your trusted CPD partner

24ISMAR1E

Complex Probate 2024 - On Demand

NZ $240.00
Publications
DONNELLY Theresa STOKES Henry  
Theresa Donnelly
Perpetual Guardian
Auckland
Henry Stokes
Perpetual Guardian
Auckland
 

Package includes:

On Demand Module  l  Electronic booklet  l  PowerPoint Presentation

Package Fee (incl GST)

  • $185 - NZLS members and Associate members
  • $240 - Non-members

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.

On Demand Module

Presentation time: 120 minutes
2
CPD HRS

Probate is a necessary part of the estate administration process that involves an application to the High Court for a will to be recognised and approved legally. A variety of events can transpire to complicate an application for probate at a time that is likely to be extremely stressful for your clients. Applications in common form are often anything but “common” these days. It is essential that those who practise in this area (or seek to do so) can recognise the red flags and the options for dealing with them. This module will be a practical session covering some of the key issues that your clients may face and setting out strategies that you can employ to help them successfully navigate their way through the process.

Topics covered will include:

  • Recognising the red flags
  • Dealing with complex common form applications
  • Making applications in solemn form and use of the correction power.

Learning objectives

By completing this module you will:

  • Gain tips and tricks for dealing with the red flags.
  • Acquire a sound understanding of when solemn form is required and learn about use of the correction power under the Wills Act.
  • Examine case law and case studies, enabling you to practice with confidence in this space.

Electronic paper 

Authors: Theresa Donnelly, Henry Stokes
Published: 14 March 2024
Pages: 154

Introduction

With very lengthy waiting times for court timetabling of progression of solemn form applications, it is well worthwhile having all the tips and tricks at your disposal. It is essential that those who practise in the area of estate administration can recognise the red flags in complex probates and the options for dealing with them. When you are faced with a complex probate, there may be a number of pathways towards a solution that need to be checked out. A deep and thorough understanding of the applicable High Court rules is essential to navigating these cases.

This paper will examine complex probates, from what to do when you are faced with a caveat against probate, to probate in solemn form and issues with the will, to use of the Correction Power under the Wills Act 2007.

This session will also cover “complex” common form applications. At first blush a matter might seem to be a solemn form application but with the right approach you can get it over the line in common form, which is faster and less costly. The words “in common form” are somewhat misleading. In the past these sorts of applications were fairly standardised and didn’t vary a lot. If an approach didn’t fit the box, then it didn’t fit the common form “box”, and proceeded in solemn form. Applications in common form now can be very different and in fact quite complex. Some of this is due to having different Registrars at different levels and the development of case law, and some is simply about processes adapting to the more complex lives people lead these days. With the developments in this space, more and more applications can be progressed in common form. The ability to utilise the different pathways around how to do this is crucial to the success (or otherwise) of your application. (continued...)

PowerPoint Presentation

These are the slides included in the presentation.

You might also be interested in ...

Registrant Details

Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press ‘save’ after adding each new registrant.

Proceed to Checkout

Managing Risk - conflicts of interest 2024 - On Demand

Publication Date: 14-Feb-2024

Authors: Michael Hofmann-Body, Katherine Mexted

NZ $195.00

Multiple Registration

Health and Safety Update 2023 - On Demand

Publication Date: 29-Mar-2023

Authors: Greg Cain, Michael Hargreaves

NZ $179.00

Multiple Registration
 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
[email protected]

PHONE
04 472 7837
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand