Trust Series 2020 - Recent trust cases and new angles in trust litigation

Description

This webinar will provide a considered look at recent trust cases that explore and extend the boundaries of trust litigation. It will be co-presented by John Brown and Vicki Ammundsen.

Cases covered include:

  • Kain v Public Trust, relating to the scope of an application for discovery.
  • Sandman v McKay, where a disgruntled beneficiary sued the law firm that prepared the will
  • Recent resulting trust cases including Brownsea v Malit, Tian v Zhang and Reid v Castleton-Reid
  • A v D – can parents owe fiduciary obligation to adult children?
  • Sunde v Sunde, which considers whether the indemnity clause in the trust deed ousts the Court’s jurisdiction.
  • McLean v Public Trust, which considers whether a remainderman’s interest in an estate is vested
  • McLennan v Livaja, which considers the parameters of trustee liability
  • Enright v Enright which highlights the importance of adhering to the terms of a trust and competent trust administration

LEARNING OUTCOMES

Attendees will learn:

  • New twists and turns in trust litigation
  • The current approach to trustee’s costs as exemplified in recent court decisions, alerting trustees to the dangers
  • What trustees can do to protect their ability to recover their costs from the trust and how they may better protect themselves when faced with important financial decisions affecting the trust
  • The rights of beneficiaries to trust property when a trustee or fiduciary acts in breach
  • The differing approaches by the Courts to resulting trusts

SUITED TO

This webinar is targeted at practitioners:

  • of all levels who advise or act as trustees
  • who draft or advise on wills, trust deeds and trust
  • who administer estate and trusts or provide administration advice
  • who advise or act in respect of beneficiary / trustee disputes

PRESENTERS

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law

John Brown, Barrister

 

1.25 CPD Hours

  • Feb 12
    Wed, 10:30 AM NZDT - 11:45 AM NZDT Online
    • $195.00 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.