Rural properties (including farms) stand apart from other realty and income-generating assets in that they are frequently the culmination of lifetime investments, driving significant emotional attachment. These factors, together with the increasingly complex nature of families, mean that careful attention and expertise are required when advising such clients on succession planning matters.
With focus on both legal and financial aspects, this webinar will equip lawyers with knowledge of how best to advise rural and farming clients according to their individual needs when planning their future, that of the farm and their children.
- Gain an increased awareness of what information is relevant when advising on a succession plan.
- Increase your understanding of financial factors to consider when deciding on a succession plan.
- Learn more about the various succession planning vehicles available and the advantages and disadvantages of each.
Who should view?
Junior to intermediate rural lawyers and property lawyers of any level who may occasionally be involved with advising rural (including farming) clients on their succession planning matters.
Director – Tax, KPMG, Hamilton
John is a Director in the Hamilton tax division of KPMG and advises in the areas of cross border and domestic business structuring, trusts and companies. He works predominantly in the agribusiness and property industries and has over 20 years’ experience in the fields of tax and trustee law. John regularly submits on taxation bills and policy on behalf of KPMG in relation to SME’s and property. John devotes much of his time to advising and presenting to rural accounting firms on farm taxation matters.
Partner, Anderson Lloyd, Queenstown
Warwick has been with Anderson Lloyd for more than forty years and he has built up a client base spanning large corporates to farming businesses and private clients. He has a broad speciality, dealing with corporate and local authority commercial work, large farming business clients and restructuring of businesses at all levels.
His rural practice includes advising on succession and inheritance issues, ownership structures for farming businesses, joint venture agreements, rural leases of farming properties, acquisition and disposal of farming properties and businesses, co-operative company shareholdings and financing of farming businesses
Warwick undertakes a wide range of Pro bono work and is involved with many charitable trusts including the Otago Rescue Helicopter Trust and the Otago Rescue Helicopter Trust Limited as a Trustee, Director and immediate past Chairman. Warwick was until recently former Chairman of the NZ Law Foundation, as well as a former Chairman of the NZ Law Library Board and a member of the NZ Council of Law Reporting. He is also a former vice President of the NZ Law Society and assisted with the formulation and roll out of the Lawyers and Conveyancers Act 2006.