Trust Series 2019 - How to Review a Trust Deed

Description

This very practical webinar will show you how to review and report on a trust deed.

HIGHLIGHTS
This webinar, which will include the opportunity to ask questions, will walk you through the process of reviewing a trust deed by reference to a trust deed with the guidance of a supplied check list and a precedent reporting letter.

Topics covered will include:

  • Who is the settlor? Nominee settlor considerations
  • The impact of the Trusts Bill on current trusts in a review context
  • Confirming the trust period – what is the maximum available duration?
  • Who are the beneficiaries?
  • Nuptial settlement considerations
  • Excluded classes of beneficiaries – who does this include?
  • Reviewing powers of appointment
  • The scope of indemnity clauses
  • Self-benefit clauses – will these work as intended? The impact on unanimity requirements and decision making
  • How to review resettlement clauses
  • Correcting drafting errors – mistake – rectification - variation
  • Identifying what other documents need to be reviewed
  • Trust administration

Attendees who have specific trust clauses they want reviewed are invited to submit these before Wednesday 24th of April for consideration during the webinar. Please email these to NZ-learning@wolterskluwer.com

LEARNING OUTCOMES

Attendees will learn:

  • How to review a trust deed
  • Considerations to take on board regarding the Trusts Bill and existing trusts
  • What the standard terms in trust deeds mean
  • How to establish whether a trust deed is fit for purpose
  • Options where a deed is not fit for purpose

SUITED TO

This webinar is suitable for accounting and legal practitioners up to senior level who want to develop a better appreciation of the terms of trust deeds and what these mean in practical terms

PRESENTER

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited

1.25 CPD Hours

  • May 01
    Wed, 10:30 AM NZST - 11:45 AM NZST Online
    • $190.00 excl. GST

Coming Soon

All Coming Soon >>

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.