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Winding Up a Trust

Winding Up a Trust
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The landscape in relation to family trusts has changed significantly in recent years. Legislative developments, including the new Trusts Bill and rules relating to residential care subsidies, can mean that trusts are often no longer fit for their original purpose.

The benefits of using a trust may now no longer outweigh the costs involved with maintaining a trust. As a result, many advisors and their clients are now choosing to wind up their trust arrangements.

This webinar will discuss the issues to be alert to when advising clients considering winding up their family trust.

Topics covered will include:

  • The changing landscape
  • Understanding why clients may wish to wind up their trust
  • Reviewing the trust deed to ensure it has the appropriate powers
  • Matters to be taken in to account when winding up a trust
  • Indemnities & trustee liability
  • Outlining the possible tax implications of winding up a trust.

Learning objectives

After this webinar you will:

  • Be better able to advise your client of the options for winding up a trust.
  • Understand the issues to be alert to when advising a client who wishes to wind up a trust.
  • Have a broad understanding of the tax implications involved.

Who should attend

All generalist practitioners who work with trusts, (both family and relationship property) from small and medium sized firms, as well as legal executives and trust administrators.
 

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 presenters, see the PowerPoint slides and be able to type in questions.

Presenters

  • Ala Sonti, General Counsel, Anchor Trustees, Auckland
  • Greg Neill, Partner - Tax Advisory, Crowe Horwath, Hawke's Bay 

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, Tuesday 27 February 2018

View full brochure and registration details here.

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