Estate administration : tips & tricks / presenters, Theresa Donnelly, Henry Stokes.
Material type: TextSeries: New Zealand Law Society webinarPublisher: [Wellington, New Zealand] : Continuing Legal Education, New Zealand Law Society, 2023Description: 96 pages ; 30 cmContent type:- text
- unmediated
- volume
- NZLS CLE webinar, estate administration - tips & tricks [Running title]
- 346.9305 23
- KN143
Item type | Current library | Call number | Status | Date due | Barcode | |
---|---|---|---|---|---|---|
Book | City Campus City Campus Main Collection | 346.9305 DON (Browse shelf(Opens below)) | Available | A561652B |
Browsing City Campus shelves, Shelving location: City Campus Main Collection Close shelf browser (Hides shelf browser)
346.9305 CHE Equity, trusts and succession / | 346.9305 CHE Equity, trusts and succession / | 346.9305 DON Wills : advising your client / | 346.9305 DON Estate administration : tips & tricks / | 346.9305 DON Prickly probates : strategies and solutions, Wednesday 28 June 2023 / | 346.9305 DOU Nevill's trusts drafting handbook / | 346.9305 DOU Nevill's trusts drafting handbook / |
At head of title: NZLS CLE Ltd.
"July 2023"
Includes bibliographical references.
The minefield of administration -- Surprise, you are an executor! -- Blended families -- The value of the independent -- Early obligations on executors -- Separation vs dissolution -- Declaration of family history -- Further protection - Section 9 search -- Certainty of estate -- Estates administration basics -- Potential issues -- Methodology -- Prevention? -- The funeral -- Intestacy -- Search for a will -- Administrator -- Separation -- Minors -- Documents -- Who is entitled to take on intestacy? -- Succession trusts -- Obligations to advise -- Executor/administrator obligations --- Professional fees -- Understanding the will & obligations -- Adjusting the will after the fact -- Practical advice on administration -- Statutory timeframes & distributions -- Wrap up -- Appendix A. New estate reporting checklist -- Appendix B. Renunciation of probate -- Appendix C. Sample consent -- Appendix D. Declaration of family history -- Appendix E. Section 77 Administration Act 1969 -- Appendix F. Rule 27.35 High Court Rules.
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