Description

The true cost!

In the 2024 High Court decision in Addleman v Lambie Trustee Limited & Ors Andrews J stated as follows at [38]:

“In my view, there is a clear need for some honest reckoning in this case which would involve the parties sitting down in the same room and candidly and sensibly addressing their concerns. The focus should be on the future of the Trust … I find that there is a clear need to try the alternative route of ADR with a view to avoiding the real risk in this case of extreme cost and delay …”

The webinar, which will conclude with a question and answer session, will critically analyse common themes in trust disputes by reference to contemporary case law, and consider alternative courses of action that might have been available.

Topics covered include:

• Common features in trust and estate disputes
• The cost of trust and estate litigation
• The ADR provisions of the Trusts Act 2019 and how these are being applied in practice, and
• An overview of recent trust disputes requiring the assistance of the court

ORIGINAL BROADCAST DATE

21 August 2024

LEARNING OUTCOMES

Attendees will learn:

• The common features in trust and estate disputes
• The cost of trust and estate litigation, and
• The ADR provisions of the Trusts Act 2019

Attendees will also obtain an overview of recent trust disputes requiring the assistance of the court together with analysis of the court’s decision in each of the cases considered.

SUITED TO 

This webinar is relevant to all practitioners who advise on trust or estate matters.

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.