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New Trusts Act - Key Changes Overview

New Trusts Act -  Key Changes Overview
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The much-anticipated Trusts Act 2019 comes into force on 31 January 2021 with fundamental changes for practitioners working in this area including information that must be provided by trustees to beneficiaries of family trusts.  This four-part webinar series ‘New Trusts Act’ will consist of:

Webinar 1 - New Trusts Act -  Key Changes Overview 

This webinar will provide an overview of the key changes that you need to be aware of when advising your settlor/trustee clients including: mandatory and default duties for trustees; and understanding the presumption of beneficiary access to “basic trust information”.

Topics covered will include:

  • Core principles behind the Act
  • Core documents – what are they?
  • Removal of trustees including LINZ requirements
  • Trustee powers – delegation
  • Exemption clauses
  • Presumptions
  • Trustee duties.

Learning objectives

By attending this webinar you will:

  • Gain an understanding of the scope of the key practical issues arising from the key changes to trust law as a result of the Trusts Act and changes you may need to make.
  • Improve your knowledge, so you can provide advice to clients and anticipate potential issues.

Who should attend

All property and family lawyers who are involved with trusts & estates and Legal Executives.

Materials

A background booklet, written by the by the presenters, will be available in PDF form only. This booklet will be emailed out to registrants prior to the webinar.

For information on what is required to participate in the webinar, click here.

Presenters

  • Greg Kelly, Principal, Greg Kelly Law, Wellington
  • Colette Mackenzie, Principal, Greg Kelly Law, Wellington

Fee (Incl GST)

Webinar

Webinar Series (4x webinars)

  • $364 – NZLS members and NZLS Associate members
  • $424 – Non-members
Do you want to register more than one person for this course? Click here

Times

  • Webinar 1 - 11.00am - 12.30pm Monday 4 May
  • Registration closes for webinar 1 - 3.00pm, Friday 1 May 2020

View PDF brochure and registration form here.

 
Webinar  4 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.

Registrant Details

Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press ‘save’ after adding each new registrant.

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New Trusts Act - Key Changes Overview - Webinar

4 May - At your desk or device

NZ $179.00

Multiple Registration

New Trusts Act - full webinar series

4x webinars at your desk or device

NZ $424.00

Multiple Registration
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CONTACT
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freephone (within NZ)
0800 333 111

EMAIL 
cle@lawyerseducation.co.nz

PHONE
04 472 7837

FAX
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ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand