Trusts for New Practitioners and Practitioners New to Trusts 2019 Package

Description

Purchase this 2 part Trusts for New Practitioners and Practitioners New to Trusts webinar series as a package and save 10%. Valued at $380 + GST, you get both webinars for just $342 + GST.

 Trusts for New Practitioners and Practitioners New to Trusts 2019 – Part 1

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.

SUITED TO

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

PRESENTERS

Dr Maria A Pozza, Barrister & Solicitor and Katherine Ewer, Principle, Katherine Ewer Tax & Trust Consulting

 

 Trusts for New Practitioners and Practitioners New to Trusts 2019 – Part 2

A Guide to Trusts for new practitioners and those new to trusts

Following the case scenario in the first webinar, this session will look more closely at some of the important elements relating to the drafting of the Deed of Trust including:

  • The choice of the initial trustees.
  • The description of the discretionary beneficiaries and final beneficiaries.
  • The power to appoint and remove beneficiaries.
  • Vesting day provisions.
  • The power to appoint and remove trustees.
  • General powers of the trustees, how these powers are described in the Deed of Trust and ensuring the trustees have the appropriate powers (e.g. to enter into guarantees, borrow etc).

The webinar will work through generic trust clauses and discuss the issues you should consider to ensure these clauses meet your client’s specific situation.

We will discuss how to transfer assets to the Trust which will include discussion on the following points:

  • Obtaining a valuation of property to be transferred.
  • How assets are transferred (e.g. sale or gift).
  • The type of documentation required to give effect to the transfer (e.g. Agreement for Sale and Purchase, Deed of Gift, Deed of Acknowledgement of Debt, e-dealing requirements, Tax Certificates, mortgage and loan documentation, trustee resolutions etc).
  • The matters to consider if the property/properties being transferred are subject to an existing mortgage.
  • Brief overview of the potential tax issues that may arise in relation to the sale of assets to a trust (e.g bright line, income under taxation of land provisions, GST, continuity issues in relation to the sale of company shares).

This webinar is designed for practitioners new to Trusts.

LEARNING OUTCOMES

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

SUITED TO

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

PRESENTERS

Dr Maria A Pozza, Barrister & Solicitor and Katherine Ewer, Principle, Katherine Ewer Tax & Trust Consulting

Click here to register for Part 1

Click here to register for Part 2

 

2.5 CPD Hours

  • Package
    Complete online in your own time (Self-paced)
    • $342.00 excl. GST

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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.