EPAs are part of New Zealand’s adult incapacity regime and provide the opportunity for donors to make choices about what should happen when they are well for when they are not able to act for themselves. They are a key document in New Zealander’s asset planning toolkits.
However, all too often they are executed and then put away and only dusted off and closely considered “when they are needed”. That means there can be real issues with the EPA. The worst-case scenario is the EPA is invalid, and an application for PPPR order(s) is required. This session looks at the importance of foresight in preparing EPAs.
It is timely to go back to basics and look at some of the recurring issues, Covid19 tips and tricks and other drafting aspects of EPAs, including the value of bespoke clauses and how best to use section M.
In-house experts will discuss topical issues such as Modification Order EPAs, overseas attorneys, the importance of checking the EPA is complete when executed, including the need to be signed by all successor attorneys, witnessing requirements and issues with completing the certificate.
This session examines the challenges faced by practitioners and sets out practical tips. The experienced presenters will discuss real life examples and troubleshooting. It is the must attend and Q&A based, so you can get answers to your burning issues. The webinar will reference real life examples and provide tools including checklists intended to enhance your ability to practice in this space. Common issues will be addressed by a Frequently Asked Questions section.
Register now, and then send your questions to NZ-learning@wolterskluwer.com by Monday 7 March.
Please note: Questions should be within the scope of the topic and not be in respect to specific advice on individual cases. We reserve the right not to answer detailed factual questions, where the answer will only be relevant to one attendee. All questions submitted will be collated, grouped into topic categories and, where appropriate, answered as such.
16 March 2022
Attendees will learn about issues relating to EPAs including:
The issues will be brought to life by #warstories and discussion of answers to real life problems.
Solicitors and Legal Executives. The session will be of interest to all who practice in the Wills, Estates, Trusts and Elder Law area, Legal Executives and Drafters who work with EPA and will also suit general practitioners in this space.
Henry Stokes, General Counsel, Perpetual Guardian
Theresa Donnelly, Legal Services Manager, Perpetual Guardian
1.25 CPD Hours
