Trust Series 2025 – Corporate Trustees

Description

Join our practical webinar to master corporate trustee governance, from recent case law to drafting constitutions, and gain insights on director liability, shareholder considerations, and more. Conclude with a comprehensive Q&A session and an in-depth paper to guide your decisions.

HAJ Ford once referred to corporate trustees “as a commercial monstrosity” that derived from “… the fruit of this union of the law of limited liability companies and trust law.” Nonetheless, the use of corporate trustees has grown and is now commonplace.

Topics covered in this practical webinar, which will be accompanied by a comprehensive paper and will conclude with a question-and-answer session, include:

  • Determining whether a corporate trustee is appropriate by reference to recent case law and trust terms
  • Appropriate directors – and how many
  • Trustee indemnities and director liability
  • Shareholder considerations
  • Appropriate alignment of shareholder rights and powers of appointment
  • Drafting an appropriate constitution
  • Dealing with the death of a director or shareholder
  • Corporate trustee governance

LEARNING OUTCOMES

Attendees will learn: 

  • How to assess appropriate directors and shareholders  
  • How to draft a suitable constitution for a corporate trustee 
  • Succession considerations, and  
  • The principles of corporate trustee governance 

SUITED TO

This webinar is targeted at practitioners at all levels but will be of particular benefit to practitioners who advise trustees or who are trustees or directors of trustee companies. 

PRESENTER

Vicki Ammundsen, Director Vicki Ammundsen Trust Law Limited 

Vicki is a director at Vicki Ammundsen Trust LawVicki's approach to trust law is practical but also grounded in a good understanding of trust law principles, related legislation, and case law.  As the author of a number of texts including Taxation of Trusts, the Trustee's Handbook and Trustee Liability, Vicki is well placed to provide advice on all areas of trust law. 

1.5 CPD Hours

  • Jun 11
    • $215.00 excl. GST
    Wed, 10:30 AM NZST - Wed, 12:00 PM NZST Online
    • $215.00 excl. GST

Coming Soon

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.