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Trust Administration - transition points & current practice

Trust Administration - transition points & current practice
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Lawyers in New Zealand are frequently personally trustees of family trusts, directors and/or shareholders of trustee companies, or advising trustees of family trusts. For the legal profession to do the best for its clients, there needs to be a focus on best practice in trust administration.

This webinar discusses the importance of carefully managing the way trusts are administered, providing as much practical guidance as possible for trust lawyers, to help avoid liability and provide best practice for clients.

Trusts are prevalent in New Zealand but there may be some poor administration. There are more disputes and litigation involving trusts which increases the need for good administration.

This webinar will address good and best practice in trust administration, key moments and transition points, in the life of a trust.

Topics covered will include:

  • Creation of trusts and becoming a trustee
  • Administration of the trust including the set-up of the administrative process
  • “Due diligence” on appointment
  • Resettlement of the trust
  • Changing of the guard
  • Termination of the trust.

Learning objectives

After this webinar you will:

  • Have an understanding of good and best practice in the administration of trusts.
  • Be updated on relevant case law.
  • Understand the important transition points in the life of a trust and what advisers and trustees should do at these key times.

Who should attend

Lawyers who advise families on trusts. Trust administrators, legal administrators and aspiring trust lawyers.

Materials

You will receive a booklet by post and PowerPoint slides by email prior to the webinar.

Materials / Technical Specs

A background booklet written by the presenters will be sent to participants before the seminar/webinar. For information on what is required to participate in the webinar, click here

Format

Via the internet, you will see and hear the presenter, see the PowerPoint slides and be able to type in questions.

Presenters

  • Ken Lord, Partner, Parry Field Lawyers, Christchurch
  • David McLay, Barrister, Barristers.Comm, Wellington

Fee (Incl GST)

Webinar

Do you want to register more than one person for this course? Click here

Times

  • Webinar - 11.00am - 12.30pm
  • Registration closes - 3.00pm, Monday 20 November 2017

View full brochure and registration details here.

Webinar 21 November
I can't attend, but please let me know when the book is available to purchase.

CPD

Attendance at the live webinar
  • If you attended the live webinar, you will receive an electronic certificate of attendance as verification for your CPD records.
  • You can view and hear the presentation again, as many times as you wish in your own time for no additional cost.
Registration but non-attendance on the day
  • Under the CPD Scheme only those who attend a live webinar are eligible to claim CPD hours.
  • If you registered but were unable to attend on the day, you can view and hear the archived recording of the presentation.

Cancellation and refund policy

Since the webinar is available to registrants as an archive after the live presentation, there is no cancellation – we just transfer your user status as a registrant from the live presentation to a purchaser of the webinar package of recorded webinar, PowerPoints and booklet.

 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
cle@lawyerseducation.co.nz

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Law Society Building
26 Waring Taylor Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand