This tag is associated with 5 posts

Trustee liability – it’s a real thing folks

Worried about all the ways your decision to accept appointment as a trustee will come back and bite you?  CCH Learning – Trustee Series 2017 Webinar Trustee Liability  might be just the thing that you need to help you sleep at night.

Trust Fundamentals Webinar

Trusts are the best long-term intergenerational form of asset protection.  However, as litigation involving trusts increases, questions are reasonably asked regarding the “safety” of trusts.  If you are looing for answers or guidance Vicki Ammundsen is presenting a webinar on February 19th discussing the fundamentals of trusts.  Topics covered by the webinar include: Requirements of a valid trust Differentiation between … Continue reading

Trustee liability webinar

Vicki Ammundsen is presenting a webinar on winding up trusts on 19 June 2013 at 10.30. The one hour webinar will be followed by 1/4 hour for Q and A. This webinar, which will include the opportunity to ask questions, refers to recent case law to canvas why, how and where trustee liability arises; and what trustees … Continue reading

Webinar on beneficiaries and beneficiary rights

Vicki Ammundsen is presenting a webinar on the often over-looked trust subject of beneficiaries and beneficiary rights. This webinar will utilise a case study to highlight beneficiaries’ rights and how these should be dealt with in practice. Topics covered include: > A discussion of the rights different beneficiaries have > How to respond to information … Continue reading

Taxation of Trusts: webinar

I’m presenting a webinar for NZICA on the Taxation of Trusts on 23 March 2012.  The webinar  will provide an overview of the many and varied ways in which trusts are taxed and will also include the opportunity to ask questions.  If you are interested in attending the webinar contact NZICA directly.