What to expect
This webinar will provide an in-depth study of beneficiaries and beneficiary rights. The Supreme Court decision in Erceg v Erceg has provided valuable guidance about the rights of beneficiaries to information. However, in 2020 it is time to look beyond that because armed with that information – what can a beneficiary do? This webinar considers whether and when beneficiaries can:
Attendees will receive a paper that includes case notes and a useful checklist that canvasses matters to be taken into consideration for trustees responding to information requests.
This webinar, which will conclude with a question and answer section, will focus on:
Other topics covered will include:
Beneficiaries are fundamental to a valid trust. Although modern discretionary trusts commonly allow some beneficiaries to be favoured over others, it is important for trust practitioners to have a good understanding and appreciation of what rights any particular beneficiary has, when or how these rights can be enforced or lost; and the exercise of powers of appointment and removal. This will be particularly important as trustees consider removal of beneficiaries or winding up trusts to avoid the presumption of disclosure to ever beneficiary that will apply when the Trusts Act 2019 comes into full force and effect on 30 January 2020.
8 April 2020
Attendees will learn:
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