Trust Series 2018 - Variations of trust - 22 August 2018 (On Demand)


This webinar, which includes a case book, provides a considered study of the mechanics and consequences of variations of trust and remedying mistakes in trust deeds.

This webinar, which will conclude with a question and answer section, will consider the options for correcting mistakes and varying a deed of trust together with careful consideration of possible tax consequences. The provisions of the Trusts Bill will also be considered

Topics covered will include:

  • Powers of variation including statutory powers of variation – and the powers in the Trusts Bill 
  • Rectification of mistakes in trust deeds 
  • Mechanics of variation 
  • Options where there is no power of variation 
  • Seeking the assistance of the High Court 
  • The line between variation and resettlement 
  • Unintended tax consequences 
  • Variations of charitable trusts 
  • Case law up-date 

Trusts are routinely varied. However, the consequences of variation can be far reaching especially where a variation effects a resettlement with the attendant tax consequences. This webinar will educate on the options for variation while alerting practitioners to the tax risks that can accompany certain variations. The webinar will also explore the subject of rectification of mistakes where trust documents have failed to record the settlor’s true intentions.


Attendees will learn:

  • The mechanics of the variation of trusts 
  • The requirements for rectification of mistakes
  • Tools to help determine whether or not a variation is a resettlement
  • The consequences of a fundamental variation 
  • When the assistance of the court should be sought to vary a trust
  • Tips and traps


22 August  2018


This webinar is targeted at all practitioners with a good knowledge of trust law who are looking to develop a broader appreciation of the mechanics and consequences of variation.


Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited


1.25 CPD Hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $190.00 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.