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Trusts Conference 2025

Published: 24-06-2025 Chair: Grey Kelly Authors: Professor Matthew Conaglen, Emma Armstrong, Henry Brandts-Giesen, Vanessa Bruton KC, TEP, Dr Andrew Butler KC, TEP, Shane Campbell, Anita Chan KC, Jack Cundy, Isaac Hikaka, Horiana Irwin-Easthope, Jeremy Johnson, Rachael Jones, Jeff Kenny, Kimberly Lawrence, Colette Mackenzie, Janna McGuigan, Jared Ormsby, Bill Patterson, Professor Nicola Peart, Sally Peart, Stephanie Pettigrew, Mary Joy Simpson, Stephen Tomlinson, Joanna Trezise, Israel Vaealiki, Judge Aidan Warren Pages: 350
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Chair: Greg Kelly Authors: Professor Matthew Conaglen, Emma Armstrong, Henry Brandts-Giesen, Vanessa Bruton KC, TEP, Dr Andrew Butler KC, TEP, Shane Campbell, Anita Chan KC, Jack Cundy, Isaac Hikaka, Horiana Irwin-Easthope, Jeremy Johnson, Rachael Jones, Jeff Kenny, Kimberly Lawrence, Colette Mackenzie, Janna McGuigan, Jared Ormsby, Bill Patterson, Professor Nicola Peart, Sally Peart, Stephanie Pettigrew, Mary Joy Simpson, Stephen Tomlinson, Joanna Trezise, Israel Vaealiki, Judge Aidan Warren
Published: 24 June 2025
Pages: 350

Introduction

There is no introduction for this paper.

Content outline

  • The Supreme Court’s recent decisions on trusts and equity
  • Case law update
  • The proper purpose rule – lessons from Legler
  • Drafting to meet your client’s objectives – Legler and beyond!
  • The trust jurisprudence of the New Zealand Supreme Court
  • Trusts – cross border tax issues
  • Death and the law – succession planning
  • Whose claim is it anyway? – a discussion of the vandepitte procedure and the call for a stricter and more coherent approach to beneficiaries’ derivative actions in Aotearoa New Zealand
  • Navigating the intersection: tikanga and trust law
  • You can lead a horse to water, but can you make it drink? Referral to ADR under the trusts act 2019
  • Overseas jurisdiction lessons
  • Trusts and blended families
  • Review of trustee decisions
  • Getting trusts back on track: ratification, variations, and applications for directions
  • Thorny issues
View contents page
KELLY Greg-173    
Chair: Grey Kelly
Greg Kelly Trust Law
Wellington		    

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