Trusts for New Practitioners and Practitioners New to Trusts 2021 – Package

Description

Purchase this two part webinar series as a package and save 10%.

Valued at $390 plus GST, you get both webinars for just $351 + GST.

Trusts for New Practitioners and Practitioners New to Trusts 2021 – Part 1

Tue 24 August, 2:30 PM NZST - 3:30 PM NZST

A Guide to setting up a trust for new practitioners and practitioners new to trusts

This webinar is aimed at new practitioners and practitioners that are new to the law of trusts, by working through a case study. Together, we will go through questions to ask the client, issues that we need to consider, elements involved in establishing the trust, and the on-going obligations that trustees need to bear in mind.

Using a case study, we provide a step-by-step guide on the pertinent questions we will need to ask ourselves (and our client) whether trust ought to be established and if so, then what can the trust protect.
specifically we will be asking:

  • Why does the client need a trust?
  • Issues and questions that we will need to raise with the client before setting up the trust;
  • Establishing that the client understands what a trust is , how it works and what it means for the client;
  • Identifying the trustees, beneficiaries, settlors involved in the trust and explaining to the client what these roles, duties and powers mean and how they work within a trust; and
  • Clearly articulate from our client which assets they wish to transfer to the trust, and issues to consider before transference is undertaken

LEARNING OUTCOMES

A practical guide to setting up a trust for new practitioners and practitioners new to trusts.

SUITED TO

New practitioners and practitioners new to the field of trust law, tax, duties, obligations, and powers. Practitioners includes lawyers, accountants, trustee companies, trust consultants.

PRESENTERS

Dr Maria A Pozza, Director-Lawyer of Gravity Lawyers

Bethan Read, Special Counsel, Morris Legal

 

Trusts for New Practitioners and Practitioners New to Trusts 2021 – Part 2

Thur 16 September, 2:30 PM NZST - 4:00 PM NZST

Tips and Tricks in drafting the trust deed 2021 – a guide to setting up a trust for new practitioners and practitioners new to trusts

Following the first webinar, this webinar considers the drafting of the trust deed and takes practitioners through critical elements that must be considered when drafting that include:

  • The trustees, their powers, duties and role;
  • Beneficiaries, discretionary and final;
  • Powers of appointment and removal;
  • The ways of transfer to assets (sale or gift, for example);
  • Other related documentation to have on your radar when drafting and setting up a trust such as the Sale and Purchase Agreement, Deed of Gift/Deed of Acknowledgement of Debt, e-dealing requirements and trustee resolutions;
  • Other critical elements pertinent to ensuring the longevity and flexibility of the Trust Deed.

The aim of this we webinar is to provide a simple and clear framework that provides practitioners with the skills and tools they need to navigate this complex area of law.

LEARNING OUTCOMES

A practical guide to drafting the trust deed for new practitioners and practitioners new to trusts.

SUITED TO

New practitioners and practitioners new to the field of trust law, tax, duties, obligations, and powers. Practitioners includes lawyers, accountants, trustee companies, trust consultants.

PRESENTERS

Dr Maria A Pozza, Director-Lawyer of Gravity Lawyers

Bethan Read, Special Counsel, Morris Legal

 

Please note you can purchase these webinars individually.

Click here to view Webinar 1

Click here to view Webinar 2

2.5 CPD Hours

  • Package
    (Webinar Package)
    • $351.00 excl. GST

Coming Soon

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.