Trust Series 2018 – Current Trust Issues - 12 December 2018 (On Demand)


This webinar will provide an up to date consideration of the issues facing trustees and their advisers in a rapidly changing trust landscape. The webinar will be complimented with materials that expand on the matters discussed.

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

  • the reported back Trusts Bill and what this means for settlors, trustees, beneficiaries and advisors 
  • the implications of the Bright-line test in the context of restructuring and where beneficiaries occupying trust property are not the principal settlor(s) 
  • how to advise disgruntled beneficiaries following the decision in Little v Howick Trustee (DL) Limited 
  • independent trustees – unnecessary rubber stampers or an essential aspect of evidencing trust governance 
  • what the Overseas Investment Amendment Act means for trustees 
  • proposed relationship law reform and what this means for trusts 
  • ineffective trustee retirement and down-stream consequences 
  • effective trust management, and 
  • an overview of the messages from trust decisions in 2018. 


Trust law is evolving at an increasing pace as it responds to case law developments, societal and legislative challenges. Beneficiaries are more aware of their rights, but in practical terms, technically less able to advance these. Trustees of discretionary trusts have wide powers, but an increasingly wide range of considerations take into account before these should be exercised. From a legislative perspective trustees and their advisers need to be aware of the Trusts Bill, the bright-line test and when the main family home exemption will not apply, the practical consequences of how limitations as to who can own residential property in New Zealand will apply to trusts; as well as relationship property reform.

Advisers and trustees need to be informed regarding the changing trust landscape and equipped with knowledge so as to be able to advise settlors, trustees and beneficiaries.


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


12 December 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)
    • $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.