Trust Series 2024 – Back to Basics - 14 February 2024 (On Demand)


What’s new, what’s the same?

Trusts can provide enduring long-term intergenerational asset protection. However, changes in trust law, tax law, relationship property law together with increasing global scrutiny means it is important to appreciate the need to review and reflect to ensure that a trust’s purposes can continue to be met.

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
  • conflict management

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
  • Global considerations
  • 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
  • Proper decision making, and
  • 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.


14 February 2024


Attendees will learn:

  • The fundamentals of contemporary trust law
  • How to advise clients about trusts
  • Key aspects of trust governance, and
  • Proper decision making


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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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.