This On Demand was recorded on 7 August 2025.

Click here to download the programme

As the estate planning landscape shifts, practitioners must navigate growing complexity with clarity and foresight. This year’s Estate Planning Conference On Demand offers practical insights into evolving legal risks, capacity issues, changing client structures, and cross-border considerations. Explore new strategies, challenge traditional approaches, and strengthen your ability to deliver robust, future-ready advice.

Learning Outcomes

Learning Outcomes

• Interpret recent changes in trust law and their impact on estate planning strategies.
• Apply best practices for assessing mental capacity and managing vulnerable clients.
• Address complexities in international estates, including cross-border structures and tax considerations.
• Develop practical approaches to planning for digital assets and evolving family arrangements.

Who Should Watch?

This conference will be of interest to lawyers practising in trusts, estates, property, family, and litigation. It will also be relevant to general practitioners, legal executives, and others involved in private client work and succession planning.

Chair

Rebecca Steens, Associate, Holland Beckett, Tauranga

Presenters

Priscilla Brown, Special Counsel, Russell McVeagh
Theresa Donnelly, Legal Services Manager, Perpetual Guardian
Andrew Steele, Barrister, Princes Chambers
Rebecca Steens, Associate, Holland Beckett, Tauranga
Henry Stokes, Group General Counsel, Perpetual Guardian