*Original Content was created in June 2024
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
Daniel Shore, Director, McCaw Lewis
Current Challenges in Estate Dispute: Case Studies and Practical Perspectives
- An overview of recent cases that spotlight critical issues in wills & estate disputes and emerging trends
- Will validity claims
- Attacks against the estate via Family Protection Act and Law Reform (Testamentary Promises) Act
- Claims against executors and trustees
- Practical strategies for resolving complex estate disputes
Presented by Charlotte Webber, Partner, Anderson Lloyd, and Awhina Clark-Tahana, Associate, Anderson Lloyd
Learning Objectives:
- Examine recent estate dispute cases, including claims under the Family Protection Act and Testamentary Promises Act, to identify key legal and procedural issues
- Apply practical strategies for resolving complex estate disputes, including challenges to will validity and claims against executors and trustees
Presenters
Daniel Shore, Director, McCaw Lewis
Daniel believes in a strategic approach to dispute resolution and provides practical advice based on a full understanding of a client’s objectives, both from a legal and non-legal perspective. He assesses risk and works with clients to formulate strategies to best achieve the outcomes they seek. Daniel advises on a range commercial and property disputes, and also assists clients through trust, estate and relationship property disputes. He leads a group of perceptive and knowledgeable lawyers working in the dispute resolution space. Daniel studied at Copenhagen Law School and the University of Waikato and continues an association with the University of Waikato Faculty of Law (Te Piringa). Daniel is a Trustee of the McCaw Lewis Foundation, a registered charity that supports causes important to the McCaw Lewis whānau, and is a Board member of the Graeme Dingle Foundation Waikato. Daniel grew up in Hamilton and balances his work life with a number of sporting pastimes including an occasional round of golf. Daniel joined the firm in 2006 and was appointed a Director of the firm in 2013.
Awhina Clark-Tahana, Associate, Anderson Lloyd
Awhina is an associate in Anderson Lloyd’s Litigation Team and specialises in Civil Litigation. She began with Anderson Lloyd as a Law Clerk in their Dunedin office in February 2019, and progressed to Solicitor after being admitted to the bar in July the same year. Awhina studied at the University of Otago and graduated with a Bachelor of Laws and a Bachelor of Arts (majoring in History). Awhina is a member of Te Hunga Rōia Māori o Aotearoa/ New Zealand Māori Law Society, the New Zealand Insurance Law Association, Otago Women Lawyers’ Society and Dunedin Young Professionals.
Charlotte Webber, Partner, Anderson Lloyd
Charlotte specialises in litigation and dispute resolution, with particular expertise in personal and corporate insolvency, debt recovery, and security enforcement. Charlotte also has expertise in dispute resolution between directors, shareholders and trustees, and disputes involving negligent valuations and commercial leasing. Charlotte also advises clients in relation to insurance disputes and disputes under the Construction Contracts Act 2002. Charlotte has appeared in Court at all levels in New Zealand, including in the Supreme Court. Charlotte is a member of the Restructuring Insolvency & Turnaround Association of New Zealand (RITANZ) and the New Zealand Insurance Law Association.
