Stay ahead of the ever-changing legal landscape with a deep-dive into estate planning. Navigate the complexities of asset structures in blended families and unpack the legal intricacies of family loans and financial agreements. Pick up tips & tricks for winding up an estate plan and master best practice for managing unpaid present entitlements, fortifying your clients against potential estate claim risks.
Chair:
Ross Knight, Barrister, Old South British Chambers
2.00pm to 3.00pm Blending Successfully: The Lawyer’s Role in Avoiding Disputes Amongst Blended Families
How to deal with estate and succession planning when dealing with competing financial interests of each party including step-children, either when a relationship ends or partners live apart (due to separation, incapacity or upon death).
Explore the lawyer’s special role in advising clients who are caught up in such complex circumstances, the challenges involved in structuring the legal documents at the lawyer's disposal, and finally the skillset required to meet a client’s unique needs
Presented by Tony Sweetman, Director, Sweetman Law
3.00pm to 4.00pm Estate Planning Involving Complex Family Arrangements
- Determining which assets will form part of your client’s estate
- Explore a range of issues that frequently arise
- Legal significance and implications of recent cases
Presented by Alana Crampton, Partner, Tavendale and Partners; Relationship Property Specialist
4.15pm to 5.15pm Complex Estate Administration: Jurisdictional Issues and When to Say Goodbye to Trusts
- Options and issues to consider when:
- There are overseas assets, beneficiaries or executors; or
- The deceased died overseas
- Navigating trust vesting and winding-up scenarios
- When should trusts be wound up
- How to go about this
- Traps to watch out for and opportunities to add value
Presented by Jessie Rose, Senior Associate, Private Wealth, Dentons
Description
Attend and earn 3 CPD hours
Learning Objectives:
- Develop comprehensive strategies for estate planning involving complex financial agreements
- Learn to navigate the legal challenges of winding up a trust
- Acquire interpersonal skills necessary for assisting blended family clients
4.00pm to 4.15pm Break
Presenters
Alana Crampton, Partner, Tavendale and Partners
Alana has expertise in protecting assets and personal wealth across generations, especially when involving property and agricultural assets. From a dairy farming background herself, she is well suited to advise on all farm property matters and provide advice to farming families on the complexities of succession planning and estate planning. She works with her clients to create personalised plans to prepare for the next generation and implement what ownership and structure looks like for their family. With her expertise in relationship property and trust law, she aims to provide the best advice to protect family assets across generations with satisfactory results for all involved.
Tony Sweetman, Director, Sweetman Law
Tony started his career in Te Awamutu and after 40 years is still passionate about his work. Tony has practiced on the North Shore for over 30 years working as a partner in the well-respected Takapuna firm Coupe Davidson Sweetman followed by McVeagh Fleming. Tony went on to form Sweetman Law Limited in 2011 founded on the philosophy of providing quality and affordable legal advice. Tony’s strength is identifying clients’ legal issues and addressing these promptly and efficiently. He is acutely aware of the pressures facing his clients. Being one of the more experienced lawyers in Auckland, particularly, in the area of relationship law, whether in negotiating a pre-nuptial agreement (contracting out) or in assisting in the difficult and often challenging process of separation, Tony’s experience is invaluable in bringing about resolution in a cost-effective and pragmatic way. Looking forward, Tony’s committed to leading and mentoring younger staff to ensure the Sweetman Law philosophy will continue for many years to come. When Tony is not in the office, he is often exploring new places to ride on his mountain bike with his wife Kay or enjoying time with his young grandchildren at the beach.
Jessie Rose, Senior Associate, Private Wealth, Dentons
Jessie is a Senior Associate in the Private Wealth team. She specialises in advising high net worth clients with their wealth and succession planning, including personal asset structuring, trust and tax advice. Her clients include individuals, families and trustees and she works closely with other intermediaries like accountants, family office personnel, investment advisers and foreign lawyers to ensure complex cross border matters are appropriately dealt with. Jessie is a Trust and Estate Practitioner (TEP) experienced with both domestic and international structures after her time practicing in New Zealand and London. She enjoys assisting clients with all manner of complicated family affairs, taking a global and pragmatic view of their issues to ensure solutions are simple and cohesive.
