Trust Series 2018 - Beneficiary rights - 14 March 2018 (On Demand)


This webinar will provide an in-depth study of beneficiaries and beneficiary rights. The materials will include excerpts from the Trusts Bill, what the Supreme Court decision in Erceg v Erceg means in practice, the lessons from Addleman v Lambie Trustee Limited (for trustees and beneficiaries), case notes and a useful checklist that canvasses matters to be taken into consideration for trustees responding to information requests

This webinar, which will conclude with a question and answer section, will focus on:

  • the practical application of the Erceg v Erceg decisions 
  • the take home message from Addleman v Lambie Trustee Limited 
  • the Trusts Bill and what this might mean for trustees and beneficiaries 
  • exercising powers to add and remove beneficiaries – when are these fiduciary? 

Other topics covered will include:

  • A discussion of the rights of different beneficiaries and matters settlors need to take into consideration when drafting deeds of trust 
  • Drafting and amending classes of beneficiaries moving forwards 
  • How trustees should respond to information requests from a beneficiary 
  • What documents might have to be disclosed to a beneficiary 
  • Appointment and removal of beneficiaries 
  • The costs of getting it wrong

Beneficiaries are fundamental to a valid trust. Although modern discretionary trusts commonly allow some beneficiaries to be favoured over others, it is important for trust practitioners to have a good understanding and appreciation of what rights any particular beneficiary has, when or how these rights can be enforced or lost; and the exercise of powers of appointment and removal.


Attendees will learn:

  • What rights beneficiaries have
  • How trustees should consider an information request
  • What information does not need to be disclosed to beneficiaries
  • Drafting considerations
  • Matters to take into consideration when appointing and removing beneficiaries


14 March 2018


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 Limited

1.25 CPD Hours

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

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Sole practitioners

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