Trust Series 2025 – Trust Fundamentals - 20 August 2025 (On Demand)

Description

What’s new, what’s different? Gain clarity and confidence in trust governance—join our expert-led webinar to explore the fundamentals of settling and administering family trusts, with practical guidance on compliance, conflict management, and best practice in a changing legal landscape.

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 trustees
  • How to advise beneficiaries
  • Best practice for on-going governance
  • Compliance obligations, and
  • Conflict management

HIGHLIGHTS
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:

  • How to review trusts
  • Disclosure and core documents obligations
  • Trustee obligations and risk
  • Proper decision making
  • Lessons from contemporary cases, and
  • The future of trusts

WHY ATTEND
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.

ORIGINAL BROADCAST DATE

20 August 2025

LEARNING OUTCOMES

Attendees will learn: 

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

SUITED TO

This webinar is targeted at all practitioners at all levels but will be of particular interest to practitioners who advise trustees or beneficiaries. 

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

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