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Trusts Conference - 2021 A Trust Odyssey

Trusts Conference - 2021 A Trust Odyssey
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NEW DATE - Trusts Conference – 18, 19 October 2021 – Wellington and Live Stream

We are delighted to advise that the Wellington session of the Premier NZ Trust Conference will be held on 18 & 19 October 2021, at the Intercontinental Hotel, in Wellington.

Please note the change in venue for in-person attendees.

Your registration will automatically be transferred to the new date - please check your email for full options.

Registrations are open for the October conference in Wellington & Live Web Stream below.

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 15 October.


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.


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)


Registration after 20 May 2021

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

Live Web Stream

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 (held)
Wellington 18 - 19 October
Live Web Stream 18 - 19 October
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 - Wellington

18 - 19 October - InterContinental Hotel

NZ $1,475.00
Conference Book

Multiple Registration

Trusts Conference - 2021 A Trust Odyssey - Live Web Stream

18 - 19 October - At your desk or device

NZ $1,375.00
Conference Book

Multiple Registration
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freephone (within NZ)
0800 333 111

[email protected]

04 472 7837

04 463 2986
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand