1.25 CPD Hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $180.00 excl. GST

Description

This session will address new developments with trusts and trust law.

HIGHLIGHTS
The webinar, which will include a case book and will conclude with a question and answer section, will provide an opportunity for practitioners to up-date their trust skills and ensure that current relevant trust knowledge.

Topics covered will include:

  •  Trusts Bill 
  •  Removing beneficiaries to avoid disclosure obligations - relevant considerations 
  •  Recent trust case law 
  •  Governance 
  •  Gifting concerns 
  •  Court costs – Beddoe orders /prospective costs orders 
  •  Trusts and relationship property 
  •  Removal vs retirement of trustees 
  •  Incapacitated trustees 
  •  Beneficiary management and disclosure 

WHY ATTEND
More trust cases are being heard by our courts than ever before. Following the abolition of gift duty, gifting programmes have been largely abandoned.

Practitioners need to be prepared to address enquiries from clients and to ensure that their practices are current and appropriate in light of the rapidly developing trust jurisprudence. Add the Trusts Bill to the mix and the prospect of an obligation to make disclosure to every beneficiary makes for challenging times for trustees and advisers

LEARNING OUTCOMES

Attendees will learn:

  •  What does the Trusts Bill mean
  •  The outcome of recent trust decisions
  •  How to invite appropriate trust governance
  •  The importance of continuing gifting programs
  •  How specific trust rules apply in practice
  •  How to advise trustees regarding risk and liability and costs
  •  Removal vs retirement – what is the difference?
  •  How safe are trusts?

SUITED TO

This course is targeted at all practitioners at all levels.

PRESENTER

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law