Trusts for New Practitioners and Practitioners New to Trusts 2018 – Part 1 - 29 March 2018 (On Demand)

Description

A Guide to setting up a trust 

Trusts build upon a foundation of fundamental principles. This webinar takes us back to those principles and provides a summary of the key questions and elements which ought to be considered and assessed when the client first steps foot into the office.

The webinar is designed to be a guide for new practitioners and practitioners that are new to the law of trusts by taking us through a case study, questions to ask the client, issues that practitioners need to consider, establishing the trust, and on-going obligations.

Using a case study this webinar will provide a step-by-step guide designed for new practitioners and lawyers new to trusts by covering the following topics:

  • Why does the client want a trust? 
  • Does the reason justify a trust? 
  • Important issues and questions to ask the clients before setting up a trust 
  • Making sure the client understands what a trust is and the implications of creating a trust 
  • Identifying the parties to the trust and explaining to the client their respective roles, duties and powers 
  • Identifying the assets to be transferred to the trust and issues to consider before transferring assets to a trust 
  • The lawyers duty of care when preparing a trust deed and their ongoing duties

LEARNING OUTCOMES

A practical guide to setting up a trust for new practitioners and lawyers new to trusts.

ORIGINAL BROADCAST DATE

29 March 2018

SUITED TO

New Lawyers and lawyers new to trusts, accountants, trustee companies, trust consultants.

PRESENTERS

Dr Maria A Pozza, Senior Lawyer, Govett Quilliam & Katherine Ewer, Principal, Katherine Ewer Tax & Trust Consultant

1 CPD Hour

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $160.00 excl. GST

Coming Soon

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One-connection-one-fee

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.

Recordings

All registrants that do not log into the live webinar are automatically sent a recording either later the same day or early the next business day.

If you did log in and wish to view again simply drop us a line at NZ‑learning@wolterskluwer.com and we’ll be happy to send it to you via email.

Sole practitioners

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