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Role of the Trustee 2021

Role of the Trustee 2021
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As professional trustees, and professional advisers, lawyers are increasingly expected to provide the answers in challenging situations. This seminar will enhance your understanding of the multifaceted role of the trustee and help ensure that you have the necessary skills to identify risks when acting as, or advising, trustees.

This seminar will include:

  • The traditional approach to trusts and trusteeships in New Zealand
  • The changing legal landscape of trusts in New Zealand, particularly following the introduction of the new Trusts Act 2019
  • What the new Trusts Act 2019 means for trustees and the obligations this new legislation creates for them
  • Practical considerations and case studies to show the expectations and requirements imposed on trustees.

Learning objectives

By attending this seminar you will:

  • Understand how the legal landscape has changed for trusts in New Zealand, particularly following the introduction of the new Trusts Act 2019, and what this means for trustees.
  • Know what to expect when acting as a trustee personally, understand the obligations what the new legislation creates.
  • Come away with practical advice and tips on what is expected from a trustee in 2021.
  • Be able to advise trustee clients on the new Trusts Act 2019.

Who should attend

All practising lawyers.

Paper

A short paper, in PDF format, together with a copy of the powerpoint presentation will be emailed out prior to the seminar.

Times

  • 4.00pm - 6.00pm

Fee (incl GST)

In Short

  • $145 - NZLS members and Associate members
  • $195 - Non-members
  • Live web stream group pricing available! Click here

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

Live Web Stream 8 July
Auckland 8 July

Presenters

Sarah Kelly pic WEB EDIT Sarah Kelly
Associate, Dentons Kensington Swan
Auckland

Sarah is an associate in the private wealth team at Dentons Kensington Swan. She specialises in asset and estate planning, trusts, immigration by investment, relationship property agreements, estate administration, trust governance and compliance, as well as general corporate and commercial matters. Sarah’s expertise includes advising domestic and international high net worth individuals in relation to asset and estate planning, wills, relationship property agreements, trusts, family offences, and the law, administration, governance and compliance obligations. She regularly advises New Zealand families, foreign investors, new migrants, legal and accounting firms, executors and trustees, professional trustee companies, financial institutions and family offices.


Silvia McPherson pic WEB EDIT Silvia McPherson
Senior Associate, Dentons Kensington Swan,
Auckland

Silvia is a senior associate in New Zealand’s private wealth team. She specialises in asset protection, business succession planning, trust and charity law. Silvia’s clients are mostly private individuals and trustees with varied and often complex needs. She has significant international experience gained in the UK market where she provided a range of trusts, private client, tax and charity law advice to high net worth individuals, trustees of private, statutory and commercial trusts, financial institutions and charities. Silvia also advised corporate clients with transactions where trusts were an integral part of structuring proposals. She draws on this expertise to provide commercially sound and sensible solutions to her clients.

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

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