Trusts Conference 2023 - trusts in the spotlight

From the Chair

We live in challenging and complicated times in many aspects of our lives. Trust law is no different. The Trusts Act 2019 has now been in effect for more than two years and there have been a number of surprises arising from it, adding to an ever-changing area of the law. It is essential that all lawyers throughout New Zealand who work in the areas of trusts, estates,
property, and relationship property understand what the current problems and trends are and how they will affect our advice and practices over the coming years.

I encourage you to attend the 2023 Trusts Conference which will provide key information on how to navigate these challenging times and continue to build on the successful biennial conferences which have been run by NZLS CLE for many years.

I look forward to seeing you at the conference.

Chair: Greg Kelly, Greg Kelly Trust Law, Wellington

Programme outline

Download the PDF brochure for a full outline of each session

Day 1 Keynote: Trusts Act 2019 - pass or fail? Case law update When is a gift not a gift? To remove or not to remove? Adding and removing beneficiaries in 2023 Trusts Act and Wills  Te Ture Whenua Māori Act and the Trusts Act - two worlds or one? An update on trustee indemnities  Reviewing trustee decisions Taxation of trusts - recent developments Followed by networking drinks and canapes

Day 2 PSGE - why a trust is the preferred structure Incorporation of cultural background into trustee decision making and powers Settlors' wishes Ethical investment and trusts Managing trustee conflicts of interest Good deeds and charities - varying charitable trusts  Trusts and asset planning - latest trends/issues Trusts tips - a practical approach

Learning objectives

In this conference you will be:

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

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

Note: live web stream registrations close 3pm Friday 23 June.

Day 1

• 8.30am - Registration
• 9.00am - Sessions begin
• 5.00pm - Sessions end followed by networking drinks and canapes

Day 2

• 9.00am - Sessions begin
• 4.30pm - Sessions end

Fee (incl GST)

In-Person

Earlybird - by 16 May 2023

• $1,380 - NZLS members and Associate members
• $1,440 - Non-members

Registration - after 16 May 2023

• $1,430 - NZLS members and Associate members
• $1,490 - Non-members

Live Web Stream

2+1 available for live web stream registrations - must be arranged at time of booking - find out more
Earlybird - by 16 May 2023

• $1,360

Registration - after 16 May 2023

• $1,410

Download PDF Brochure & registration form

Wellington	12 - 13 June
Auckland	26 - 27 June
Live Web Stream	26 - 27 June
I can't attend, but please let me know when the book is available to purchase.

Cancellation and 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.