Trust Series 2022 - The Trusts Act - one year on

Description

Case law up-date, practical considerations and variations to address the Trusts Act

The Trusts Act 2019 came into full force and effect on 30 January 2021. This webinar considers what we have learned over the passing year.

HIGHLIGHTS
This webinar, which will conclude with a question and answer section, will recap the reform introduced by the Trusts Act and will review the impact of the Trusts Act on trust disputes, adviser obligations, administration and practice.

Topics covered will include:

  • Recap on the Trusts Act
  • Variation to reflect the Trusts Act
  • Variation pursuant to the Trusts Act
  • Appointment and removal of trustees under the Trusts Act with consideration given to the transitional provisions
  • The presumption regarding notification of basic trust information and giving information on request
  • Adviser obligations
  • Directions under the Trusts Act
  • Trust audits, and
  • An overview of cases under the Trusts Act including:
    • Re Hugh Green Trusts; Covich v Barbarich (directions)
    • Gavin v Gavin, Talyjancich v Talyjancich (variation)
    • Camroc Lewis Trust v Lewis (transitional provisions regarding vesting of trust assets)
    • Taylor v Taylor, Nyhoff v Atkins (removal of trustees)

WHY ATTEND
Trust law is a dynamic and changing landscape – and perhaps never more so than now. This webinar canvasses the practical realities of trustee duties, trust administration and managing trust disputes under the Trusts Act.

LEARNING OUTCOMES

Attendees will learn:

  • The fundamentals of the Trusts Act
  • How to advise clients about trusts in light of the Trusts Act
  • Key aspects of trust governance regarding the mandatory and default duties, trust information, core trust documents and disclosable information
  • Dispute resolution under the Trusts Act

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

1.5 CPD Hours

  • Feb 23
    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 >>

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.