Trust Series 2017 - Trust Fundamentals (On Demand)


Trusts are a common form of asset ownership. However, the rights and obligations associated with trusts, and even simple matters such as contracting with trusts are not always well understood. This course on trust fundamentals takes a case study approach to explore how and why trusts are settled, when a trust is appropriate, when it might not be, and best practice for on-going governance.

Consideration will be given to the draft Trusts Bill and what effect a new Trusts Act will have on trust fundamentals

This webinar, which will conclude with a question and answer section, will cover the fundamentals of settling and administering family trusts in a changing “trust climate”.

Topics covered will include:

  •  Why a trust? And when not?
  •  The requirements of a valid trust
  •  Maximum duration of a trust
  •  Drafting tips and warnings
  •  Who should (and who should not) have powers of appointment
  •  Beneficiary rights
  • Trustee obligations and the extent of personal liability that can be incurred
  • The evolution of the taxation regime that applies to trusts
  • The fundamentals of good trust governance
  • How to contract as or with trustees
  • How to draft effective trustee resolutions – what to say – what not to say



Trust law is a dynamic and changing landscape – and perhaps never more so that now.  This webinar will advise on current best practice based on current trust case law – with consideration being given to the impact of the draft Trusts Bill


Attendees will learn:

  •  The importance of understanding the fundamentals
  •  How to advise clients about trusts
  •  Drafting considerations


22 February 2017


This course is targeted at all practitioners at all levels but will be of particular interest to practitioners who advise trustees or beneficiaries.


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

Coming Soon

All Coming Soon >>


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.