On 11 December 2019, Vicki Ammundsen is presenting a webinar Trust Series 2019 – Current Trust Issues. This webinar will provide an up to date consideration of the issues facing trustees and their advisers in a rapidly changing trust landscape. The webinar will be complimented with materials that expand on the matters discussed.
HIGHLIGHTS
This webinar, which will conclude with a question and answer section, will consider:
- Drafting trust deeds in light of the Trusts Act 2019
- Winding up trusts to avoid disclosure obligations
- Beneficiary current accounts – tax considerations and trustee obligations
- Beneficiary disclosure and communications
- Reliance on memoranda of wishes
- Ineffective trustee retirement and down-stream consequences, and
- An overview of key trust decisions in 2019 from cases including:
- MSD v Broadbent (residential care subsidies)
- Triezenberg v Mason (removal of trustee and appointor)
- Addleman v Lambie (disclosure)
- Waho v Te Kōhanga Reo National Trust (properly incurred costs)
- Pool v Summerlee (the Rule in Saunders v Vautier)
- CDT 12 Limited v Millar (effective retirement)
- Enright v Enright (adherence with trust terms)
- Brownsea v Malit (resulting trust)
- Taylor v Naera (tracing)
For more information see CCH Learning NZ
Matters of Trust 
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