Estate Planning: Integrating Financial Strategy
- Financial strategy as a core element of estate planning: how to align estate planning with broader financial goals and client concerns
- Asset protection within estate planning: timing and strategies for protecting assets from potential claims or creditors
- Tax-efficient estate planning: structuring estates to minimize tax liabilities and ensure long-term financial benefits
- Ongoing review and adaptation: the importance of reviewing and updating estate plans in response to changes in financial circumstances, laws, and personal situations
Presented by Sumita Paul, Certified Financial Planner, Athena Wealth NZ
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
Chair
Timothy Orr, Partner, Martelli McKegg
Learning Objectives:
- Learn how to align estate planning with financial goals
- Understand strategies for tax efficiency and asset protection
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.
Sumita Paul, Certified Financial Planner, Athena Wealth NZ
Sumita Paul is a highly experienced financial adviser and Certified Financial PlannerCM (CFPCM) with expertise in financial planning, trusts, estate management, and investment portfolio strategy. Beginning her career with AMP Financial Services in Auckland in 1998, she later joined Guardian Trust (Perpetual Guardian), specializing in trust and estate planning for individuals, multi-generational families, and philanthropic organizations. As a founding member of a funds management business, Sumita helped shape its early growth before transitioning to an independent financial planning firm and subsequently establishing her own practice, Athena Wealth. She is an Accredited Investment Fiduciary (AIF) and holds a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University, a National Certificate in Financial Services, and an MBA. She further advanced her expertise in Behavioral Finance through studies at the Harvard Kennedy School. Sumita frequently shares her insights through speaking engagements, including at the Financial Advice NZ Conference and Super Diverse Women’s Financial Well-Being Seminar. A member of the Executor and Trustee Institute (METI), she brings deep knowledge to her field. Beyond her professional work, Sumita serves as a Trustee of the Grief Centre and Treasurer/Board Member of YWCA Aotearoa NZ.
