Join our not-to-be missed webinar designed for trustees, trust administrators, and advisers—exploring the essentials of effective trust administration, from cost-conscious practices under section 4(b) of the Trusts Act to case law updates, fee structures, and core record-keeping obligations.
Bundz v Anderson [2025] NZHC 887 highlights the importance of competent trust administration. The background of this case is a trust where the vesting date was brought forward due to an error in relation to the ownership of a property and the existence of outstanding debts.
HIGHLIGHTS
This webinar, which includes a question-and-answer session, is targeted at trustees, trust administrators and trust advisers, will explore the essential elements of proper trust administration.
Topics covered include:
WHY ATTEND
Trusts must be administered to avoid unnecessary costs and complexity. This means that trustees must consider how to ensure administration that is properly aligned with a trust’s assets and purposes.
Attendees will learn:
This webinar is targeted at trust administrators, advisers, accountants and lawyers who provide trust administration services.
Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited
Vicki is a director at Vicki Ammundsen Trust Law. Vicki'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
