Estate Administration: the challenges faced pre- and post-death - Online CPD

Package includes:

Online CPD Module  l  Electronic booklet  l  PowerPoint Presentation

Package Fee (incl GST)

• $149 - NZLS members and Associate members
• $179 - 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.

Online CPD Module

The ramifications of dying either intestate or with a poorly drafted will are expensive and stressful for those left to deal with it. This module will help ensure that you are able to provide your clients with effective advice in the practice areas of wills, trusts and estate administration.

The discussion will include the complexities faced with obtaining probate in multiple jurisdictions.

• Issues to consider under the FPA, TPA and PRA when drafting a will
• Capacity issues
• Lessons learned from recent cases
• Duress
• Role of Executors
• Complex probate.

Please contact us if you use a dial up internet connection.

Learning objectives

After completing this module you will be able to:

• Identify potential claims under the FPA, TPA & PRA and draft wills accordingly.
• Identify and appropriately deal with concerns relating to a client’s capacity.
• Deal with complex probate applications.

Electronic Booklet 

Authors: Kim James, Ingrid Taylor
Published: 5 December 2019
Pages: 18

Introduction

There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the presentation.