Trust and Estate disputes, whether between trustees, trustees and beneficiaries or between trustees and third parties including advisers, spouses, partners or creditors have the potential to generate extraordinary costs and acrimony. Recollections change, common sense disappears and the dispute can take on a life of its own that can be as difficult to brake as a runaway train. The following excerpt from Ryan v Lobb at [121] is indicative of how such disputes morph into more than the sum of their parts:
“I do not ignore his claim that his own intentions were always as he now argues, but that is entirely subjective. A reasonable person would clearly not read cl 2.5(3) in the way he asserts. In fact, a reasonable person would say that if Mr Lobb took the view he now holds at the time of settlement of the trust, then he was acting deceitfully in the settlement of the trust and related transactions, vis a vis his wife. He should not have held the settlement out as an equal one.”
This webinar, which is relevant to all practitioners who advise on trust or estate matters, trustees, beneficiaries or parties to a relationship or creditor dispute involving a trust considers:
The webinar, which will conclude with a question and answer session, will then critically analyse common themes in trust disputes and consider alternative courses of action that might have been available.
23 August 2023
This webinar will enable practitioners to competently advise trustees, beneficiaries and other parties regarding trust disputes.
Practitioners at all levels who advise regarding trusts.
Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited.
1.5 CPD Hours
