Trust Series 2017 - Variations of trust (On Demand)


This webinar, which includes a case book, provides a considered study of the mechanics and consequences of variations of trust.

This webinar, which will conclude with a question and answer section, will consider the options for varying a deed of trust together with careful consideration of possible tax consequences. The provisions of the (draft) Trusts Bill will also be considered

Topics covered will include:

  •  Powers of variation including statutory powers of variation – and the powers in the (draft) Trusts Bill 
  •  Mechanics of variation 
  •  Options where there is no power of variation 
  •  The line between variation and resettlement 
  •  Unintended tax consequences 
  •  Case law up-date 
  •  Varying mirror trusts 

Trusts are routinely varied. However, the consequences of variation can be far reaching especially where a variation effects a resettlement with the attendant tax consequences. This webinar will educate on the options for variation while alerting practitioners to the tax risks that can accompany certain variations.


Attendees will learn:
• The mechanics of the variation of trusts
• Tools to help determine whether or not a variation is a resettlement
• The consequences of a fundamental variation
• When the assistance of the court should be sought to vary a trust
• Tips and traps


This course is targeted at all practitioners with a good knowledge of trust law who are looking to develop a broader appreciation of the mechanics and consequences of variation.


Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited

1 CPD Hour

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $180.00 excl. GST

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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.

Sole practitioners

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