Wed 14 November | 12:00PM - 1:00PM | Your desk or portable device

Synopsis

The Administration of Estates is often a matter of routine, but increasingly more complex or tricky situations arise. This webinar will look at some of the more difficult scenarios that may face practitioners in this area of law and offer guidance on how to deal with them.

Learning Outcomes

  • Understand better what triggers vesting and the implications of this for estates.
  • Gain insights into issues such as the effect of domicile on the administration of estates, the rights of residuary beneficiaries and the question of precedence in respect of Section 21 Property Agreements and conflicting provisions in a will.
  • Learn more about what happens in situations where a joint borrower dies, and the property is owned as tenants in common and whether a residuary beneficiary can be forced to take an in specie distribution.

Who Should Attend?

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

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 has been ranked in the 1st band as a private client lawyer in the Chambers & Partners High Net Worth 2018 Guide.

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.

Paula Keuning
Senior Solicitor
Brookfields

Paula is a Senior Solicitor at Brookfields Lawyers, working closely with Alison Gilbert in the firm’s specialised Trusts & Estates team.

Paula’s whole career has been focussed on the area of trusts and estates, an area of law she finds both personally interesting and professionally satisfying.

Paula started work as a Trust Manager for Guardian Trust, and then moved in and out of roles with trustee companies and various small to medium-sized Auckland law firms, settling earlier this year with Brookfields Lawyers. 

She has extensive experience in estate administration, both as a representative of a trustee company and as a solicitor providing advice.