Tuesday, 24 March 2026
Chair
Genevieve Haszard, Barrister, Kate Sheppard Chambers
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
Effective Will Drafting for the Modern Client: Key Considerations in Response to Modern Realities
- Adapting to increasingly complex client circumstances: identify and navigate intricate personal situations using tailored strategies to elevate the quality and clarity of your drafting
- Will Drafting in the Post–Trusts Act 2019 Landscape
- Understand and respond to the implications of the Trusts Act 2019, including how it influences fiduciary duties, trust disclosure, and the integration of trust structures within estate planning
- Wills in Context: A Holistic Estate Planning Approach
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- Position the will as one component of a broader estate planning toolkit, alongside trusts, enduring powers of attorney, companies, and other structures that support long-term asset protection and succession goals
Presented by Hannah Whyte, Associate, Tavendale & Partners
Learning Objectives:
- Apply advanced will-drafting strategies to complex modern client scenarios
- Understand how the Trusts Act 2019 impacts will drafting and holistic estate planning
Presenters
Hannah Whyte, Associate, Tavendale & PartnersHannah specialises in trusts and estate matters. She holds a master’s degree in Wills, Estates and Trusts and combines strong academic grounding with practical experience. She began her career in general practice in New South Wales before returning to New Zealand to focus exclusively on trusts and estates. Hannah advises on wills and enduring powers of attorney, complex probate and letters of administration, trust establishment and review, and succession and asset planning. She guides trustees and executors through all stages of administration and develops tailored strategies to protect family assets and resolve disputes efficiently. She also advises on governance and compliance issues for charitable and family trusts, including obligations under the Trusts Act 2019.
Genevieve Haszard, Barrister, Kate Sheppard Chambers
Genevieve is a barrister based in Tauranga and Member of Kate Sheppard Chambers. She sits on the New Zealand Bar Association | Ngā Ahorangi Motuhake o te Ture Council and is one of the Association’s four Vice-Presidents. She is also a member of the Association’s Family Trusts and Estates Committee. Admitted in 2000, Genevieve is an experienced civil barrister and undertakes Family, Trust and Estate litigation, including appeals.
