Trust Series 2024 – the pitfalls & traps of trust resettlement

Description

This webinar provides a considered study of the mechanics and practical implications of resettlement.

The materials that accompany the webinar include a helpful checklist, a precedent deed of resettlement and trustee resolutions.

HIGHLIGHTS:
This webinar, which will conclude with a question and answer section, considers resettlement from a range of perspectives, with and without the assistance of the court.

Topics covered include:

  • What is a resettlement?
  • Proper decision making in the context of a resettlement
  • Powers of resettlement in trust deeds
  • Resettlement by unanimous consent
  • Powers of the court to approve resettlement
  • The mechanics of resettlement
  • Trustee liability from the perspective of the resettling trustee
  • Tax considerations
  • Case law up-date

WHY ATTEND
Trusts are routinely resettled. However, the consequences and process of resettlement require careful consideration. This webinar will educate on the mechanics of resettlement, resettlement with the assistance of the Court. Particular consideration will be given to pitfalls and traps and what steps can be taken to recognize and avoid these.

LEARNING OUTCOMES 

Attendees will learn:

  • The mechanics of resettlement
  • How to draft a deed of resettlement and the relevant trustee resolutions
  • When the assistance of the court should be sought to resettle a trust, and
  • Tips and traps

SUITED TO 

This webinar is targeted at all practitioners with a good knowledge of trust law who are looking to develop a broader appreciation of the mechanics and consequences of variation and resettlement.

PRESENTER

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited.

1.5 CPD Hours

  • Aug 07
    • $215.00 excl. GST
    Wed, 10:30 AM NZST - Wed, 12:00 PM NZST Online
    • $215.00 excl. GST

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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.