Description
Purchase this two part webinar series as a package and save 10%.
Valued at $430 + GST, you get both webinars for just $387 + GST.
Trust Series 2026 – Current Trust Issues Part 1
Wed 25 Feb, 2:30 PM - 4:00 PM NZDT
The beneficiary perspective - gain practical insights into managing beneficiary expectations and navigating trust issues under the Trusts Act - explored through contemporary case law and real-world examples
In Ashley Dawson-Damer v Grampian Trust Company Limited the Privy Council held at [44] that “… even though there was a breach of the fiduciary duty of proper consideration, Ashley cannot show that the trustee, or a reasonable trustee, would have acted, or even might have acted, any differently had there been no such breach.”
The webinar, which is accompanied by a comprehensive paper and which will conclude with a question-and-answer session will explore current trust issues from the perspective of beneficiaries by reference to contemporary case law.
Part 2 of this webinar will explore current trust issues from the perspective of the trustee.
Topics covered
- managing beneficiary expectations
- identifying trust purposes to guide appropriate exercise of trustee discretion and powers
- beneficiary directed variation, resettlement and termination
- remedies against trustees
- litigation risk
- alternate dispute resolution
- review of trustee decisions
- disclosure update
Cases considered will include:
- Ashley Dawson-Damer v Grampian Trust Company Limited [2025] UKPC 32
- Re The Trustee Company, EF and GH [2025] NZHC 653
- Bundz v Anderson [2025] NZHC 887
- Jardine Strategic Ltd v Oasis Investments II Master Fund Ltd & Ors No 2 (Bermuda) [2025] UKPC 34
- Barratt v Osborne [2024] NZHC 1733
- Farrand v Farrand [2025] NZHC 1527
- Gallagher-Dekker v Gallagher [2025] NZHC 3849
LEARNING OUTCOMES
Attendees will learn:
- the importance of managing beneficiary expectations, and tools to achieve this
- how the Trusts Act is embedding itself in practice
- practical observations from contemporary trust cases, and
- options open to disgruntled beneficiaries
SUITED TO
This webinar is targeted at all practitioners at all levels but will be of particular interest to practitioners who advise trustees, settlors or beneficiaries.
PRESENTER
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.
Trust Series 2026 – Current Trust Issues Part 2
Thu 12 Mar, 2:30 PM - 4:00 PM NZDT
The trustee perspective - Discover the trustee perspective on fiduciary duties, risk management, and proper decision-making—plus practical insights on the Trusts Act and protecting trustees
"In its judgment the Royal Court noted, with considerable regret, the history of obstruction and misconceived litigation [that] had embroiled the trusts, causing huge wasted expenditure. It is hard not to sympathise with his siblings, who must watch with dismay their rapidly dwindling fortunes. Whatever justification the Appellant might have for any concern about the way in which the trusts have been or are being administered, this present appeal is a chapter in misguided and ruinous family litigation…”
Representation of V Trustees Limited re N Trust at [27]
The webinar, which is accompanied by a comprehensive paper and which will conclude with a question-and-answer session will explore current trust issues from the perspective of trustees by reference to contemporary case law.
Part 1 of this webinar will explore current trust issues from the perspective of the beneficiaries.
Topics covered
- breach of fiduciary duties
- enforcing rights of indemnity
- duties owed to former trustees
- managing beneficiary expectations
- proper decision making
- risk management
Cases considered will include:
- Representation of V Trustees Limited re N Trust [2025] JRC 188
- Refrigerant Recovery NZ Limited v the Trust for the Destruction of Synthetic Refrigerants [2024] NZHC 3933
- Scott v Chamley [2025] ( NZHC 499
- Naaman v Jaken Properties Australia Pty Limited [2025] HCA 1
- Ashley Dawson-Damer v Grampian Trust Company Limited [2025] UKPC 32
- In the Matter of the Representation of N [2011] JRC 135
- Gallagher-Dekker v Gallagher [2025] NZHC 2928
- In the matter of the Estate of Hyman Marks [2025] NZHC 3111
- Public Trust (In the Matter of the M Arnott Trust) [2025] NZHC 1249
LEARNING OUTCOMES
Attendees will learn:
- the importance of proper decision making process
- how the Trusts Act is embedding itself in practice
- practical observations from contemporary trust cases, and
- guidelines for protecting trustees
SUITED TO
This webinar is targeted at all practitioners at all levels but will be of particular interest to practitioners who advise trustees, settlors or beneficiaries.
You might be interested exploring additional titles on similar topics presented by this speaker.
Vicki Ammundsen Trust Law Limited
PRESENTER
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.
Please note you can purchase these webinars individually.
Click here to view Webinar 1
Click here to view Webinar 2