Discover the practical aspects of beneficiary rights, from reviewing trustee decisions to trust investigations, in our in-depth webinar. Learn how to navigate the costs and complexities of enforcing these rights effectively.
Beneficiaries have a range of rights. For example, beneficiaries can seek:
However, the enforcement of these rights comes at a cost. There is no trusts Ombudsman and, while a beneficiary may ultimately obtain costs against a trustee or trustees, in the first instance it is often the beneficiary who is footing the bill to enforce rights. This webinar will provide an in-depth study of beneficiary rights from a practical perspective.
Topics covered include:
Attendees will receive a paper that includes case notes, relevant excerpts from the Trusts Act 2019 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 the different ways and means to enforce these.
Attendees will learn:
This webinar is targeted at all practitioners at all levels but will be of particular interest to practitioners who advise trustees and / or beneficiaries
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.
1.5 CPD Hours
