Session 3: Stream B: Wills, Trusts and Estate Planning Law

Session ID: 183NZA05F
Date: Thursday, 15 March 2018
Time: 02:15pm - 06:30pm
Venue: Stamford Plaza Auckland, Ground Floor, 22 - 26 Albert St, Auckland

Face to face


Standard $405.00

Also available as

WEB183NZA05F Live Web Seminar


Session Content

Date: Thursday 15 March 2018
Time: 2.15pm to 6.30pm
Venue: Stamford Auckland, 22 - 26 Albert St Auckland

Attend and earn 3 CPD hours

Has March come around sooner than expected? Do you want to get all your CPD done in one day instead of scraping hours together bit by bit? If the answer to any of these questions is 'yes' this program is for you! Our highly anticipated 10 CPD Hours in One Day program is back again to deliver an easy, efficient, information packed day that will strengthen your practice in the year to come.

Chair: Stuart Cummings, Barrister, Surrey Chambers

EPAs: The What, the Why and the How

  • The changes to the PPPRA and the new forms for creating enduring powers of attorney
  • The powers and duties of an attorney with reference to case law
  • Applications to review an attorney's decisions and other claims against attorneys

Presented by Sally Morris, Partner and Georgia Angus, Senior Solicitor, Morris Legal

PPPR Section 55 Wills

  • Requirements
  • Drafting
  • Procedural steps
  • Case law

Presented by Henry Stokes, Senior Trusts Solicitor, Public Trust

What Lawyers Need to Know About Capacity: Medical and Legal Perspectives
Gain practical insights into the most important capacity issues that wills, estates and trusts practitioners must keep in mind by examining the issues from both the legal and medical worlds.

Presented by Professor Kate Diesfeld, Auckland University of Technology and Dr Mark Fisher, Psychogeriatrician

Digital Wills: Now and Beyond

  • Digital wills: What are they? How do they work? Execution and capacity
  • Online storage of documents and the Cloud: e.g. 'digital vault' threats and challenges
  • Risk regarding advice, or lack thereof
  • The professional firm's reality

Presented by Lincoln Watson, Managing Director, Kowhiri Limited

Learning Objectives:

  • Examine practical application , challenges and risks of digital wills
  • Gain a practical understanding on EPAs
  • Stay up to date on PPPR Section 55 Wills
  • Consider the medical and legal perspectives on capacity

Chair: Stuart Cummings

Stuart Cummings commenced practising law in 1979 as an old-fashioned "law clerk" while completing his law degree. He was admitted in May 1982 and has practised, in the earlier days, in a number of jurisdictions before specialising in Family Law in the late 1980s. Over the past 17 years that family law focus has further narrowed to a predominance of work in the relationship property area, trusts and the law affecting estates. Stuart has practiced as a Barrister sole since 1990.

Sally Morris

Sally Morris is the founding partner of Morris Legal. Sally is admitted as a barrister and solicitor in New Zealand, New South Wales and New York and has a master of laws degree from Columbia University in New York. Sally has an established reputation in the field of relationship property, trust and estate disputes. Sally has been published in the New Zealand Law Journal and the International STEP Journal with articles relating to the role of charities in estate disputes and the application of the Wills Act by the High Court. Sally regularly presents papers to industry conferences around New Zealand including recent presentations on the use of trusts to protect assets, the role of the independent trustee, challenges to estates and the implications of the recent Supreme Court decision of Clayton v Clayton in terms of asset protection following the end of a relationship. Sally was recognised in the 2016 NZ Lawyer 2016 Hotlist as "one to watch" and was a finalist for the Young Private Practice Lawyer of the Year at the 2016 New Zealand Law Awards. Sally was recently awarded Trust and Estate Litigation Lawyer of the Year in the Finance Monthly Law Awards 2017. Sally is a STEP Affiliate Member and has recently completed the STEP Advanced Diploma in Trusts and Estates.

Georgia Angus

Georgia Angus is a Senior Solicitor at Morris Legal. Georgia's experience includes advising private clients, charities and international and local trustee companies in relation to complex trust, estate and relationship property disputes. Georgia began her legal career at Russell McVeagh, a top-tier commercial law firm, before moving to focus exclusively on contentious relationship property, trust and estate matters. Georgia's commercial experience and training means she brings a pragmatic and strategic approach to private client matters. Georgia has been published in the New Zealand Law Journal with an article relating to the role of charities in estate claims. Georgia received her LLB and MusB from the University of Otago. Georgia is on the committee for the NZLS Auckland Young Lawyers and is a member of the Auckland Women Lawyers' Association; ICANZ Trust Special Interest Group; the Family Courts Association; and the New Zealand Animal Law Association.

Henry Stokes

Henry Stokes has been in private practice and acted as in-house counsel for a combined period of 20 years. He is currently a senior trusts solicitor for Public Trust. Henry specialises in the areas of wills, estates, trusts (both family and charitable) and protection of personal and property rights matters, including appearing in the Family Court and High Court. Henry advises on all areas from the preparation and implementation stages through to the disputes, claims and proceedings stages.

Kate Diesfeld

Kate Diesfeld is a member of the California State Bar. She represented clients through Protection and Advocacy in Los Angeles and before the Mental Health Review Tribunal in England. She has been a legal academic at Kent Law School in England and at Waikato University. She is a member of Waikato DHB's Clinical Ethics Advisory Committee and Chairs AUT's Ethics Committee. Her research interests include disability, health and elder law.

Mark Fisher

Dr Mark Fisher is a Consultant Psychiatrist currently working at Auckland DHB in Liaison Psychiatry and Mental Health Services for Older People. He also is employed part-time as the Mental Health Clinical Lead for the Northern Regional Alliance. He has experience working in both New Zealand and the United Kingdom. He has also recently held roles such as Director of Area Mental Health Services (DAMHS) under the Mental Health Act, and was a Deputy Psychiatrist member of the Mental Health Review Tribunal. His areas of interest are in clinical leadership, service provision, dementia services, legal authorities in residential care, legal capacity and quality of care.

Lincoln Watson

Lincoln is the managing director of K?whiri, whose software is used to write over 550,000 estate planning documents every year. Lincoln recently had roles as COO and Head of Technology at Perpetual Guardian and in the past lead technology teams at telecoms companies and wealth managers, as well owning a successful software and consultancy business. Lincoln believes technology will play an increasingly important part in the future of estate planning, moving what has traditionally been a very paper based and fragmented experience by using technology, to help create a better service experience and improve productivity in the industry.

Venue Details

Stamford Plaza Auckland

Ground Floor, 22 - 26 Albert St
Auckland 1010

Ph: 64 9 309 888


The Stamford Plaza Auckland is a short 5 minute walk from the main

train/bus station Britomart. There is onsite valet parking, charged at a rate

of NZ$45 per car. Alternatively there are numerous public car parks in the

area including Challenge House, 1/3 Wolfe Street.

Parking is not included in the registrartion fee and price is subject to


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"Very interesting and extremely well presented; speakers knew the area very well"

Delagte - Criminal Law Update, Auckland, March 2017






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