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New Trusts Act - 15 months on

New Trusts Act - 15 months on
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The highly anticipated Trusts Act 2019 came into force on 31 January 2021. This half day forum explores the headlining developments that are key to any trusts practice.

The forum will reflect on the practical implications of the new legislative landscape including:

  • Disclosure of trust information
  • Drafting issues arising from the Act
  • Variations to trust deeds under the Act
  • Trustee removal and vesting
  • Key cases under the Act, and the themes emerging from these decisions.

Learning objectives

By attending this forum you will:

  • Be up-to-date on beneficiaries’ rights to information in a number of situations.
  • Be aware of the potential issues when varying and drafting trust deeds, and administering trusts under the Act.
  • Have a better understanding of the impact of the Act on the administration of trusts.

Who should attend

All property, family, and trust lawyers who are involved with trusts & estates.

Materials

A background book written by the presenters is available in hard copy, PDF or both. Please indicate your choice upon registration.

Format

The presenters will share practical advice, providing opportunity for questions and discussion. 

Times

  • 8.30am Registration
  • 9.00am Forum begins
  • 1.00pm Forum ends
  • Live Web Stream registration closes - 3pm 11 April 2022

Fee (Incl GST)

In-Person

  • $430 - NZLS members and Associate members
  • $480 - Non-members

Live Web Stream

  • $415 - NZLS members and Associate members
  • $465 - Non-members
  • 2+1 registrations click here for more info (must be arranged at time of booking)
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

Live Web Stream 12 April
Wellington 12 April
I can't attend, but please let me know when the book is available to purchase.

Presenters

KELLY Greg 2018-500 Greg Kelly
Principal, Greg Kelly Law, Wellington

Greg has over 40 years’ experience in the wills, trusts and estate area. He is a member of the New Zealand Law Society Property Law and Family Law Sections, and of the Society of Trust and Estate Practitioners, and has chaired the NZLS CLE Trust Conference since 2015.


LAWRENCE Kimberly 2019-243 Kimberly Lawrence
Senior Associate, Greg Kelly Law, Wellington

Kimberly advises in relation to all aspects of trust law, particularly in relation to trust disputes including trustees’ and beneficiaries’ rights and obligations in respect of trust administration, information, and litigation.


MACKENZIE Colette 2020-338 Colette Mackenzie
Principal, Greg Kelly Law, Wellington

Colette has extensive experience in the areas of trusts & estate planning, with expertise in the interrelationship between trusts and relationship property and dealing with the division of trust property on separation.


Greg, Kimberly, and Colette are authors of the 8th edition of Garrow and Kelly’s Law of Trusts and Trustees; Greg also co-authors Dobbies’ Probate and Administration Practice (5th and 6th editions), contributes to Butterworth’s Law of Trusts, and is the probate and administration author for McGechan on Procedure.
 

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.

 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
[email protected]

PHONE
04 472 7837
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand