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Beneficiaries, Beneficiary rights, Cases

Beneficiary rights webinar

Vicki Ammundsen is presenting a webinar on Beneficiary Rights on 20 August 2014 at 10.30am. This webinar  will provide an in-depth study of the often over-looked trust subject of beneficiaries and  their rights.

This webinar, which will conclude with a question and answer section, will utilise a case study to highlight beneficiary’s rights and how these should be dealt with in practice.

Topics covered will include:

  • A discussion of the rights different beneficiaries have
  • How to respond to information requests from a beneficiary
  • What documents have to be disclosed to a beneficiary
  • Beneficiary income
  • Current accounts
  • Review of the Law of Trusts update

For more information see http://www.cchlearning.co.nz/20-aug-trust-series-2014-beneficiary-rights/

 

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