Modern Family: The Rock Opera — Estate Planning Essentials for Business Owners

Kia ora, Wellington business owners, leaders and entrepreneurs. If your business runs without a hitch but your personal legal foundations aren’t rock-solid, you’re leaving risk on the table.

Join Velocity Financial, Caveo and GYW for a fast, fun and relatable session that demystifies Wills, Trusts, Contracting Out Agreements, EPAs, and how ownership structures affect succession, minus the jargon, via the GYW Modern Family Rock Opera.

Even if you think you have it all sorted, come along and bring a friend. We guarantee you'll love it!

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Event details

· Date: Thursday, 19 February 2026

· Time: 5:00–5:30pm drinks & nibbles, 5:30–6:30pm presentation, 6:30–7:00pm Q\&A & mingle

· Venue: Velocity Financial — 38 Vivian Street, Wellington, Te Aro

· Cost: Free · RSVP: Email suzanna@velocityfinancial.co.nz with your details

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Why attend (for business owners)

Running a business means complex assets, partners, and people. This session helps you:

· Protect your assets early with Contracting Out Agreements and the right Trust structure (timing matters).

· Structure ownership wisely (joint vs tenants-in-common) so succession goes to plan.

· Bullet-proof your continuity with a current Will and Enduring Powers of Attorney (EPAs), not just for “older people.”

· Avoid costly disputes under the Family Protection Act and prevent probate headaches with clear documentation.

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What you’ll learn (in plain English)

· The practical differences between joint ownership and tenants-in-common, and how each flows through your estate.

· Why Trusts need the right purpose, timing, and ongoing admin, or they’ll be challenged.

· How to make Wills specific (no vague “my children”) and keep them updated through life changes.

· Why EPAs are your “in-case-of-emergency” governance tool for both personal and business decisions.

· The nuts and bolts of probate & intestacy, and how to avoid the default outcomes that don’t match your wishes.

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Agenda

· 5:00pm | Arrival, drinks & nibbles · 5:30pm | Modern Family: The Rock Opera — GYW presentation

· 6:15pm | Q\&A

· 6:30pm | Networking

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Speakers

· Carla Eglinton (LLB., BCA) — Senior Associate, GYW.

· Michael Hofmann-Body (LLB., DipCS) – Partner— GYW.

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Who should attend

Founders, directors, self-employed professionals, and anyone with blended family, shared property, or trust structures tied to their business.

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Register

Secure your seat. Limited spots. Register Now by emailing Suzanna@velocityfinancial.co.nz.

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Accessibility & notes

· Wheelchair accessible venue; please advise any special requirements in your RSVP to Suzanna.

· General financial & legal education only; no personalised advice will be given at the session.

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