Trustee Decision-Making - the life cycle 2024

From the chair

Being a trustee is an increasingly challenging role. Alongside the rise in the number of beneficiaries challenging trustee decisions, we are also seeing increasing criticism of the process trustees undertake in reaching those decisions.

This forum will consider, through the lens of both the drafter/adviser and mediator/litigator, how to make robust trustee decisions, including advising trustees going through the decision-making process and how to address past mistakes using ratification. It will also look at options for trustees faced with significant or momentous decisions, including obtaining the court’s blessing in relation to these.

Chair: Greg Kelly, Greg Kelly Trust Law, Wellington

Programme outline

Download PDF brochure for a full outline of each session

• The Decision-Making Process
• Advising Trustees About the Decision-Making Process
• What to do When Decision-Making Goes Wrong
• Seeking the Court's Blessing for Momentous Decisions

Learning objectives

After attending this half-day forum you will:

• Know what a proper trustee decision-making process entails.
• Understand the best way to advise trustees about the decision-making process while being mindful of who may have access to your advice in the future.
• Learn about the options available when trustees fail to follow a proper decision-making process, including how to apply to the court.

Who should attend

Family, trust, and property lawyers, and civil litigators

Presenters

• Chair: Greg Kelly, Greg Kelly Trust Law, Wellington
• Kimberly Lawrence, Greg Kelly Trust Law, Wellington
• Kevin Lenahan, Greg Kelly Trust Law, Wellington
• Colette Mackenzie, Greg Kelly Trust Law, Wellington

Times

• 8.30am - Registration
• 9.00am - Sessions begin
• 1.00pm - Sessions end
• Live Web Stream registration closes - 3pm Tuesday 26 March 2024

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.

Fee (incl GST)

In-person

• $445 - NZLS members and Associate members
• $578 - Non-members

Live Web Stream

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

• $425 - NZLS members and Associate members
• $558 - Non-members

Download PDF Brochure & registration form

Live Web Stream	27 March
Wellington	27 March
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.