Trust Series 2017 - Critical Trust Cases (On Demand)


This webinar, which considers recent trust cases, provides critical analysis of important recent trust decisions combined with practical consideration of what the decisions mean in a practical context
The cases covered will include:
Marshall Family Trust and Godfrey v McCormick – critical analysis of whether attorneys under EPOAs exercise powers of appointment
Erceg v Erceg – dealing with beneficiary requests for information
McLaren v McLaren – in this case Parents were removed as beneficiaries by their son. How open ended is the power of appointment/removal of beneficiaries in the trust precedents you use? What duties does an appointor owe? Does your precedent need review?
Intext Coating v Deo - Subrogation. Backwards tracing into debt. What does this actually mean?


Trust law is a dynamic discipline that is facing a period of rapid change. This webinar will provide valuable insight into:

  • what recent trust cases mean
  • how clients should be advised in light of these decisions
  • reviewing trust precedents in light of recent decisions
  • proactive responses to changing “rules”
  • trustee obligations
  • exercise of powers of appointment
  • how (an how not) to remove trustees who have lost mental capacity


Trust practitioners at all levels, practitioners who draft trust deeds, trustee advisers


17 May 2017


John Brown, Barrister & Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited

1.25 CPD hours

  • 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.