Description
Keeping you current with recent developments in trust and estate law
2023 has continued the momentum of trust cases following the Trusts Act 2019 coming into full force and effect together with the developing contemporary trust and estate jurisprudence.
This webinar is relevant for any trust or estate practitioner wanting to gain insight from recent trust and estate cases.
John Brown will provide an in-depth analysis of key cases.
Vicki Ammundsen will follow with an overview of key themes and observations.
Cases discussed include:
- Doney v Adlam – tikanga principles
- Re Estate Glue - beneficiary hiding from being advised of interest in estate and trust
- Hodgson v Hodgson -a second application under s 136 where this time the HC considered adequate measures had been taken searching for missing beneficiary
- Ryan v Lobb – power of resettlement – receiver appointed – no trustee
- Cooper v Pinney (appealed to the Supreme Court) – weakly fiduciary powers – relationship property
- Telford v Telford – variation by consent
- Forestry Emission Unit Trust - inherent jurisdiction to fill gaps
- Onslow Trust; Peers v Peers – an application to vary the maximum duration to avoid a significant tax impost
- Wallace v Wallace – covering a myriad of issues requiring directions
- Re Borthwick – directions and blessing order
- McKinnon v Clark – disclaimer
- Smale v Lowe – debts and nuptial settlements
- Better Public Media – charitable registration
- Houchens v Ruscoe and Moore - special trust adviser
- McLaughlin v McLaughlin – trust purposes
- Public Trust v The Cancer Society of New Zealand, Otago and Southland Division Incorporated – capacity
- Kain v Public Trust; Lambie v Addleman Trustee Limited - disclosure
- Dewart v Lal – exercise of powers of appointment
- McKean Family Trustee Limited v McKean (No 2) – rights of indemnity
- Goringe v Pointon – undue influence
ORIGINAL BROADCAST DATE
28 February 2024
LEARNING OUTCOMES
Guidance regarding how to give appropriate trust and estate advice in 2023.
SUITED TO
Relevant for any trust and estate practitioner or professional dealing with trusts and estates.
PRESENTERS
Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited.
John Brown, Barrister.
