Estate Planning for Businesses, Heirs & Special Needs

Friday, 14 March 2025
Businesses, Disabled Children, and People without Heirs: Succession Solutions for Complex Estate Matters

 

  • Across 3 speciality estate planning areas, learn: 
  • Solution-focussed strategies 
  • Practical tips and tricks 
  • New case law insights 

Presented by Amanda Bedford (Hockley), Director, McCaw Lewis Lawyers; voted NZ Lawyer’s Most Influential Lawyer 2024

Chair

Timothy Orr, Partner, Martelli McKegg

Description

Attend and earn 1 CPD hour 

* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules

Learning Objectives:
  • Explore estate solutions for clients with unique needs
  • Learn strategies for business, special needs, and heirless estates

Presenters


Timothy Orr, Partner, Martelli McKegg
Timothy is a partner specialising in trusts, estates, property and commercial law. Originally from Northern Ireland, Timothy graduated from the University of Dundee with a Bachelor of Laws (Honours) in 2008. He assisted an NGO at the UNHCR in Geneva and then ran a legal aid team in Mombasa, Kenya providing legal advice on a wide range of criminal and family matters. Upon returning to the UK, Timothy worked on a high profile Public Inquiry under a former Court of Appeal Judge. Arriving in New Zealand in 2010, Timothy qualified as a lawyer in New Zealand and was a manager for ADLSI responsible for overseeing a wide range of legal forms and precedents including the standard Agreement for Sale and Purchase of Real Estate and the Deed of Lease. Timothy also worked closely with various Ministries, the Law Commission and the Courts on a wide range of law reform issues, particularly those relating to trusts and property law. Timothy then worked as a Senior Solicitor in a well-established medium sized law firm in Auckland specialising in trusts, estate and property law.


Amanda Bedford (Hockley), Director, McCaw Lewis Lawyers
Voted NZ Lawyer’s Most Influential Lawyer 2024, Amanda Hockley is Director of the whānau-focused firm, McCaw Lewis. With a background in the banking and finance team of a top-tier national Australian law firm, Amanda’s estate planning expertise covers both businesses, families, and individuals with complex financial affairs. Amanda has presented on the Trusts Act 2019. She believes in giving back to the community, and is a trustee of ConneXu, a significant charitable trust established to provide disability support services; Angel Casts, a registered charity supporting parents, family and whānau through the loss of a child; and Age Concern Waikato, an organisation dedicated to enhancing the quality of life for older people. She is also a member of the Law Association trust law committee.

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Estate Planning for Businesses, Heirs & Special Needs

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DELIVERY MODE BELOW

Single Session
CPD Hours 1
$130.00
On Demand 20250601 20250314

Interactive On Demand

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