Materials comprised of a Paper and PowerPoint Handout.

Presenters:

Alison Gilbert, Partner, Brookfields

Tony Mortimer, Registrar, Auckland High Court – Technical Unit

Synopsis:

Drafting wills and probate requires care and precision. When cross-jurisdictional issues are involved, that adds further complexities – and the risk of costly and time-consuming mistakes. 

With a focus on drafting, in this Paper Alison Gilbert and Tony Mortimer will alert you to the considerations and issues in play when you are dealing with matters involving (deceased) residents with offshore property, offshore (deceased) residents with property in Aotearoa, and other factors such as questions of domicile.

These materials will help you:

Gain practitioner and registrar perspectives, insights and practical tips on drafting wills and applying for grants of administration in respect of:

• - (deceased) residents within New Zealand with offshore property;
• - (deceased) residents offshore with property in New Zealand; and
• - complicating factors such as wills made outside New Zealand, multiple wills, intestacy, offshore beneficiaries and/or executors, and questions of domicile.

Intended Audience:

Lawyers and legal executives doing wills/estate/private client/general practice work, of all levels of experience.