Administering an Intestate Estate 2024

Description

A practical guide.

This seminar will cover the following topics:

  • The different types of intestacy
  • Searching for a will or other testamentary document
  • Matters to consider in the appointment of an administrator
  • Applying for and obtaining letters of administration
  • Next of kin –making full and proper enquires for beneficiaries
  • Advertising for creditors
  • Dealing with claimants with a specific focus on PRA claims and the appointment of the surviving spouse or partner as the administrator
  • Timeframes that govern the administration process
  • Who is entitled to take on intestacy? - distribution in accordance with statutory will under section 77 of the Administration Act 1969
  • Practical advice on navigating through the process of administration
  • A review of recent case-law

You will receive a number of handouts and checklists. 

LEARNING OUTCOMES

  • You will learn how to administer an intestate estate
  • You will understand the process behind the appointment of an administrator, and the various matters to take into consideration
  • You will understand the relevant High Court rules and key requirements in the application for letters of administration (based on who is applying).
  • You will understand what is required in the search for beneficiaries, and advertising for creditors.
  • You will gain knowledge in relation to claims against the estate and the issues affecting the surviving spouse or de facto partner.
  • You will understand how to distribute the estate in accordance with the Administration Act 1969
  • You will receive an update of recent relevant case-law

SUITED TO 

This webinar is suitable for all Trusts and Estates practitioners.

PRESENTER

Ala Sonti, Senior Associate, McVeagh Fleming 

1.5 CPD Hours

  • May 22
    • $215.00 excl. GST
    Wed, 10:30 AM NZST - Wed, 12:00 PM NZST Online
    • $215.00 excl. GST

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.