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Taxation, Trusts, Trusts Act, webinar

Trust fundamentals

Trusts are a common form of asset ownership. However, the rights and obligations associated with trusts, and even simple matters such as contracting with trusts are not always well understood.

On 26 February 2020 Vicki Ammundsen is presenting a webinar on trust fundamentals.  The webinar will introduce basic trust concepts and will use a case study to explore how and why trusts are settled, how to advise on trusts following the enactment of the Trusts Act 2019, when a trust is appropriate, when it might not be, best practice for on-going governance, dealing with incapacitated trustees, compliance obligations and how to manage adviser / settlor / trustee conflicts of interest.

For more information see CCH Learning – Trust Fundamentals


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