Trust Series 2023 - Trust Fundamentals - 8 February 2023 (On Demand)


Trusts can provide an effective means of long-term intergenerational asset protection. However, it is important to appreciate the rights and obligations associated with trusts while trusts come under increasing global scrutiny. This webinar, which 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 ongoing AML/CFT obligations and new domestic 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
  • AML/CFT considerations and registers of beneficial ownership
  • Maximum duration of a trust
  • Suitable trustees
  • Corporate trustee considerations
  • Powers of appointment
  • Beneficiary rights
  • 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
  • Domestic trust reporting
  • The future of trusts

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.


8 February 2023


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

  • On Demand Event
    • $215.00 excl. GST
    Complete online in your own time (Self-paced)
    • $215.00 excl. GST

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Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.