Description

The hostile beneficiary.

The Trusts Act presumption regarding disclosure of trust information are well understood, but not always well managed.

This webinar will provide an in-depth study of beneficiary rights in the context of a disgruntled and disaffected beneficiary.

Topics covered include:

• The relevance of beneficiary conduct to costs
• Trustee partiality
• Loss of rights through delay
• Attempt at a rear-guard action using a special trust adviser
• Appointing a receiver to a trust
• Trust investigations from the beneficiary perspective, and
• The trustee beneficiary

Attendees will receive a paper that includes case notes, relevant excerpts from the Trusts Act and further commentary.

HIGHLIGHTS - 
This webinar, which will conclude with a question and answer section, will focus on recent case law to explore beneficiary rights in light of contemporary considerations.

WHY ATTEND- 
Beneficiaries are fundamental to a valid trust. Although modern discretionary trusts commonly allow some beneficiaries to be favoured over others, it is important for beneficiaries and their advisers to have a good understanding of beneficiary rights and how these rights can be compromised.

ORIGINAL BROADCAST DATE

12 June 2024

LEARNING OUTCOMES

Attendees will learn:

• What rights beneficiaries have
• How beneficiary rights can be compromised
• Strategic considerations regarding the enforcement of beneficiary rights, and
• Cost realites

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