Estate Planning Conference 2025 (Paper)

Materials comprised of a Paper and PowerPoint Handout.

Presenters

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

Synopsis

As the estate planning landscape shifts, practitioners must navigate growing complexity with clarity and foresight. This year’s Estate Planning Conference Paper 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.

Intended Audience

This paper 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.