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Trusts Conference - 2021 A Trust Odyssey

Trusts Conference - 2021 A Trust Odyssey
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From the Chair

For trust lawyers and trustees these are challenging and interesting times.

  • The Trusts Act 2019 is now in full effect.
  • The Te Ture Whenua Māori (Succession, Dispute Resolution and Related Matters) Amendment Act 2020 is now in force.
  • The Law Commission is undertaking a review of succession and inheritance law which will be a once in a lifetime opportunity to get it right.

I invite you to attend the 2021 Trust Conference which continues the successful biennial conferences which have been run by NZLS CLE for many years. For the many lawyers throughout New Zealand who work in the areas of trusts, estates, property and relationship property, it is essential that we understand what is going on and how this will affect our advice and practices over the next few years.

I look forward to seeing you at the conference.
Chair: Greg Kelly, Principal, Greg Kelly Law, Wellington

Programme outline

Download the full conference brochure for an outline of each session
Day 1
  • Keynote - Settlor Control
  • How to Limit Your Obligations and Still Get Paid
  • Protectors/Guardians and Company Trustees
  • The Lawyer as Trustee - Obligations, Exposure and Ethics
  • Lessons from Family Offices
  • Disclosure of Trust Information and Current Issues
  • Transmogrification of Trusts
  • Followed by networking working drinks
Day 2
  • Keynote - Māori Trusts
  • Tikanga and Trusts
  • Reforming Succession Law
  • Creditors, Beneficiaries, and Trustees Accessing the Trust Property - Plundering or Enforcement?
  • Trusts, Tax Planning and the 39% Tax Rate
  • Case Law Update
 

Learning objectives

By attending this conference you will be:

  • Updated on the topical issues, legislation and case law.
  • Able to apply this knowledge in your practice.

Live Web Stream

This conference is available via live web stream, direct to your computer. Click here to find out more about web streaming.
Please note: Live Web Stream registrations close 3pm Friday 25 June.

Book

Please indicate your selection upon registration:
  • Hard Copy - Your book will be given to you when you register on the day* - no extra charge 
  • PDF - You will be emailed a PDF copy of the book 3 working days before the event - no extra charge 
  • Both Hard Copy & PDF - You will be emailed a PDF copy of the book 3 working days before the event, and you can collect the hard copy book when you register on the day*  - additional $30 charge

*Live web stream attendees - if you select hard copy or both - your book will be couriered to you.

Timing

Day 1
  • 8.00am - Registration
  • 8.30am - Sessions Begin
  • 4.40pm - Sessions End
  • 4.40pm - 6.00pm Networking drinks 
Day 2
  • 8.30am - Sessions Begin
  • 4.40pm - Sessions End
 

Fee (incl GST)

Face-to-Face

Earlybird - by 20 May 2021
  • $1,345 - NZLS members and Associate members
  • ​$1,425 - Non-members

Registration after 20 May 2021

  • $1,395 - NZLS members and Associate members
  • ​$1,475 - Non-members

Live Web Stream

Earlybird - by 20 May 2021
  • $1,325
  • 2+1 registrations click here for more info Registration by email only. This option must be selected at the time of registration and cannot be applied retrospectively

Registration after 20 May 2021

  • $1,375
  • 2+1 registrations click here for more info Registration by email only. This option must be selected at the time of registration and cannot be applied retrospectively

Do you want to register more than one person for this course? Use the Multiple Registration button below or  Click here
Download PDF brochure & registration form here.

Auckland 21 - 22 June
Wellington 28 - 29 June
Live Web Stream 28 - 29 June
I can't attend, but please let me know when the book is available to purchase.

Cancellation & refund policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations, and, cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.

Registrant Details

Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press ‘save’ after adding each new registrant.

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Trusts Conference - 2021 A Trust Odyssey - Auckland

21 - 22 June - Ellerslie Event Centre

After 20-May-2021 NZ $1,475.00
Before 20-May-2021 NZ $1,425.00
SaveNZ $50.00
Early Bird
Conference Book

Multiple Registration

Trusts Conference - 2021 A Trust Odyssey - Wellington

28 - 29 June - Te Papa

After 20-May-2021 NZ $1,475.00
Before 20-May-2021 NZ $1,425.00
SaveNZ $50.00
Early Bird
Conference Book

Multiple Registration

Trusts Conference - 2021 A Trust Odyssey - Live Web Stream

28 - 29 June - At your desk or device

After 20-May-2021 NZ $1,375.00
Before 20-May-2021 NZ $1,325.00
SaveNZ $50.00
Early Bird
Conference Book

Multiple Registration
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CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
[email protected]

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand