Wed 21 February | 12:00PM - 1:15PM | Your desk or portable device

Synopsis

There is an increasing readiness to challenge wills and the decisions of executors. Therefore, it has never been more important to handle estate administration professionally and carefully. This webinar will cover the essentials of estate administration, a discussion of the ‘problems’ that can arise in the course of administration (legal and non-legal), the issues that need to be thought through and when an estate can be distributed in a different way. With more estate administration work being given to junior solicitors, practitioners need to keep up-to-date with the unique challenges this work has to offer to ensure clients receive sound advice.

Learning Outcomes

  • Understand better the role of the executor/administrator during their executorship including getting family consent, funeral arrangements and preparing distribution statements as well as the executor's discretion and how to manage multiple executors.
  • Gain insights to issues such as how best to deal with family dynamics and how to avoid litigation if possible.
  • Learn more about the potential problems that might arise in respect of distributions to overseas beneficiaries including potential tax implications and compensation in lieu of chattels as well how best to utilise a deed of arrangement to achieve a different distribution of the estate.

Who should attend?

All lawyers involved in estate administration, particularly junior to intermediate practitioners and legal executives.

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Presenters

Alison Gilbert
Partner
Brookfields

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 is a member of the Minister of Justice's reference group on the reform of the law of trusts and the ADLS Trust Law Committee.

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.

Samuel Ames
Senior Solicitor
Brookfields

Samuel Ames is a senior solicitor with Brookfields Lawyers. He provides advice on estate planning, estate administration, trust structuring, relationship property and incapacity law.

Samuel has a particular interest in charitable organisations and incorporated societies and is a member of the ADLS Mental Health and Disability Law Committee.