Trust Series 2020 - Recent trust cases and new angles in trust litigation - 12 February 2020 (On Demand)


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


12 February 2020


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


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


Vicki Ammundsen, Director, Vicki Ammundsen Trust Law

John Brown, Barrister


1.25 CPD Hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $195.00 excl. GST

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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.


All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.