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Corporate trustee, Directions, Indmenity, Removal of trustees, Trustee income, Trustee liability, Trustee retirement, Trustees, Trusts, Trusts Act, webinar

Current Trust Issues

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

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