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Retirement villages, one of the fastest growing industries in New Zealand, may also be one of the most challenging to advise on, especially the overlap with residential aged care and the right to receive care services in a village setting.

This complex and specialised area of practice means that legal advice should be provided by lawyers who know how retirement villages and residential care operate and who remain current with developments in this area.

This On Demand seminar considers some of the areas where lawyers need to be especially vigilant when giving advice to clients and will provide insights into how best to engage with clients in order to protect their interests.

Learning outcomes

  • Learn more about some of the areas where agreements between providers may vary and how to be sure that these are considered when providing advice as well as the core provisions that need to be carefully considered when assisting clients.
  • Gain a better understanding of issues to be aware of in relation to transfers within a village.
  • Learn more about the legal interface between retirement villages and residential aged care and distinguishing between them.
  • Gain a better understanding of best practise and how to communicate with elderly clients.
  • Gain a better understanding of issues to be aware of in relation to transfers within a village, in particular, the extra cost implications of deferred management fees and aged care premium room charges.

Who should view?

All those who advise or may in the future advise clients on retirement villages.

Those practitioners who practise elder law may also find the seminar useful.


Order timeframe

Access details will be delivered via email within 15 minutes.


Alison Gilbert

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.

Michelle Burke
Partner – Retirement Villages
Anthony Harper

Jude Mowbray


Troy Churton
National Manager
Retirement Villages & Ageing Workplace