Trust Series 2020 – The Trusts Act 2019 & Advisor Obligations - 11 November 2020 (On Demand)

Description

The role of the adviser

When the Trusts Act 2019 comes into full force and effect on 30 January 2021 advisers will have new obligations to advise settlors regarding modification or exclusion of default duties and liability exclusion and indemnity clauses.

This webinar will consider:

  • The policy rationale for adviser obligations
  • The default duties
  • Exemption and liability clauses
  • What to advise
  • Who to advise
  • When to advise
  • How to record the advice, and
  • The consequences of failure

ORIGINAL BROADCAST DATE

11 November 2020

LEARNING OUTCOMES

Attendees will learn the adviser obligations under the Trusts Act 2019 and how compliance with these obligations should be effected and recorded.

SUITED TO

This webinar is targeted at all practitioners at all levels with an interest in trust law but will be of particular interest to practitioners who advise clients who are establishing new trusts.

PRESENTER

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited

1.25 CPD Hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $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 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‑learning@wolterskluwer.com to confirm eligibility.