Trust Series 2022 - Trust Fundamentals


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 webinar will explore trust fundamentals by reference to case law and the relevant legislation and will consider:

  • how and why trusts are settled
  • how to advise on trusts following the enactment of the Trusts Act 2019
  • best practice for on-going governance
  • compliance obligations, and
  • how to manage conflicts of interest

Consideration will be given to the effect the Trusts Act 2019 has had with respect to trust fundamentals as well as new tax reporting obligations.

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

Topics covered will include:

  • The requirements of a valid trust
  • Maximum duration of a trust
  • Selecting trustees
  • Corporate trustees
  • Powers of appointment
  • Beneficiary rights
  • Drafting tips and warnings
  • Trustee obligations and the extent of personal liability that can be incurred
  • The evolution of the taxation regime that applies to trusts
  • Memorandum of wishes and other records of trust purposes
  • The fundamentals of good trust governance
  • Drafting effective trustee resolutions

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.


Attendees will learn:

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


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

1.5 CPD Hours

  • Feb 09
    Wed, 10:30 AM NZDT - 12:00 PM NZDT Online
    • $215.00 excl. GST

Coming Soon

  • Tue 08 Feb 10:30 AM NZDT
    Mandating Vaccinations for Employees – Legal Developments 2022
  • Tue 08 Feb 2:30 PM NZDT
    Leading a Team 2022
  • Wed 09 Feb 10:30 AM NZDT
    Trust Series 2022 - Trust Fundamentals
  • Wed 09 Feb 2:30 PM NZDT
    Year-End Tax Planning 2022
  • Thu 10 Feb 2:30 PM NZDT
    Tax Residence Update 2022
All Coming Soon >>


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.