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Varying Trust Deeds

Varying Trust Deeds
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The drafting of trust deeds has changed enormously over the last 30 years. A common problem for trustees administering trusts is that circumstances have changed but there is limited ability for the trustees to adapt.

It is now common to see variation powers or powers of amendment included in trust deeds. These allow parties, usually the trustees, to make variations to terms of the trust where necessary to ensure the smooth running or proper administration of the trust. Where a trust deed requires variation, but does not contain an express variation power, there are still ways that the variation can be achieved.

This webinar will consider:

  • When and how to use express variation powers
  • Restrictions on varying appointors’ powers
  • Other powers that can be used to effect a variation (but which are not express powers of variation or amendment)
  • Documents and proceedings relating to variation
  • Example clauses to include when drafting
  • What changes can be expected under the proposed Trusts Bill.

Learning objectives

After this webinar you will have:

  • A sound working knowledge of the issues that trust lawyers face when varying trust deeds.
  • The necessary skills to address issues and consider practical strategies for dealing with them.

Who should attend

All lawyers who administer trusts, draft trust deeds or who undertake trust litigation should attend. Legal executives who work with estate and trust administration will also will benefit from attending.

Materials / Technical Specs

A background book written by the presenters is now available in hard copy, PDF, or both. Please indicate your choice upon registration. For information on what is required to participate in the webinar, click here.

  • Hardcopy or PDF: no extra charge 
  • Both Hardcopy AND PDF: + $30

Presenters

  • Greg Kelly, Principal, Greg Kelly Law, Wellington
  • Kimberly Lawrence, Solicitor, Greg Kelly Law, 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, Tuesday 1 May 2018

View PDF brochure and registration form here.

Webinar 2 May
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