Trust Series 2018 - Trust Fundamentals


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, best practice for on-going governance and the lessons from Clayton and Mezhprom Bank v Pugachev.

Consideration will be given to the 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 environment.

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 than now. This webinar canvasses the fundamental elements of trust law and contemporary considerations regarding settling and administering trusts.


Attendees will learn:

  •  The fundamentals of contemporary trust law
  •  How to advise clients about trusts
  •  Key aspects of trust governance, and
  •  Significant elements of effective trustee resolutions


This webinar 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



1.25 CPD Hours

  • Feb 14
    Wed, 10:30 AM NZDT - 11:45 AM NZDT Online
    • $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.