Trust Series 2021 – Trust Fundamentals

Description

Trusts are a common form of asset ownership. However, the rights and obligations associated with trusts, and even simple matters such as contracting with trusts are not always well understood. This course on trust fundamentals takes a case study approach to explore how and why trusts are settled, how to advise on trusts following the Trusts Act 2019 coming into full force and effect, beneficiary disclosure, when a trust is appropriate, when it might not be, best practice for on-going governance, trust reporting and other compliance obligations, how to manage adviser / settlor / trustee conflicts of interest.

HIGHLIGHTS
This webinar, which will conclude with a question and answer section, will cover the fundamentals of settling and administering family trusts in a changing trust environment.

Topics covered will include:

  • Why a trust? And when not?
  • The requirements of a valid trust
  • Maximum duration of a trust
  • Drafting tips and warnings
  • Beneficiary disclosure
  • Trustee obligations and the extent of personal liability that can be incurred
  • The evolution of the taxation regime that applies to trusts
  • The fundamentals of good trust governance
  • How to draft effective trustee resolutions

WHY ATTEND
Trust law is a dynamic and changing landscape – and perhaps never more so than now. This webinar canvasses the fundamental elements of trust law and contemporary considerations regarding settling and administering trusts. 

LEARNING OUTCOMES

Attendees will learn:

  • The fundamentals of contemporary trust law
  • How to advise clients about trusts
  • Key aspects of trust governance, and
  • Significant elements of effective trustee resolutions

SUITED TO

This webinar is targeted at all practitioners at all levels but will be of particular interest to practitioners who advise trustees or beneficiaries.

PRESENTER

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited

1.25 CPD Hours

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

Coming Soon

  • Tue 09 Feb 10:30 AM NZDT
    Year End Tax Planning 2021
  • Tue 09 Feb 2:30 PM NZDT
    Shareholder Remuneration 2021
  • Wed 10 Feb 10:30 AM NZDT
    Trust Series 2021 – Trust Fundamentals
  • Thu 11 Feb 10:30 AM NZDT
    Rural Business Structures 2021
  • Thu 11 Feb 2:30 PM NZDT
    Tax Residence Update 2021
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 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.