Description
Attend and earn 1 CPD Hour
4.15pm to 5.15pm Complex Probates #Howtogetawaywithcommonform
With current delays in the Probates Division and very lengthy waiting times for court timetabling of progression of solemn form applications, it is well worth while having all the tips and tricks at your disposal. It is essential that those who practise in the area of Estate Administration can recognise the red flags in complex probates and the options for dealing with them.
Walk through the intricacies of solemn form and examine some of the strategies and options available to you to get the will over the line by way of common form. The session will also cover off when you can streamline solemn form and appropriately seek leave for your matter to be heard on the papers. This practical session will examine issues around what to do when you are faced with a complex Probate. Evaluate case law and conclusions from analysis as you weave through the practical studies.
Presented by Theresa Donnelly, Legal Services Manager, and Henry Stokes, General Counsel, Perpetual Guardian
Learning Objectives:
- Assess complex probate, solemn form and strategies available to streamline processes.
Presenters
Ms Theresa Donnelly, Legal Services Manager, Perpetual Guardian
Theresa Donnelly graduated from Auckland University in 1992 and has over 27 years’ experience in private practice, government and in-house Legal. Theresa is currently the Legal Services Manager at Perpetual Guardian, and is a recognised Elder Law expert. Theresa is formerly from Public Trust (Team Leader) and the Ministry of Social Development, where she was lead Senior in their Public Law Team responsible for advice in relation to Older People’s Policy and the Office of Senior Citizens. She is a regular presenter and speaker for professional groups such as Legalwise, NZLS/CLE, ADLS, STEPS, CCH and other professional organisations.
Mr Henry Stokes, General Counsel, Perpetual Guardian
Henry Stokes has been in private practice and acted as in-house counsel for a combined period of over 20 years. He is currently General Counsel, for Perpetual Guardian. 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, High Court and Court of Appeal. Henry advises on all areas from the preparation and implementation stages through to the disputes, claims and proceedings stages. Henry is an advocate for the trustee industry working together to provide world class trustee services to New Zealanders and is focused on the industry being fully prepared for the new Trusts Act 2019 implementation date of January 2021.
