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New Trusts Act - Drafting New Trust Deeds

New Trusts Act - Drafting New Trust Deeds
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The much-anticipated Trusts Act 2019 comes into force on 30 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 3 - New Trusts Act - Drafting New Trust Deeds

There will need to be a radical change to the drafting of trust deeds in order to comply with the New Trusts Act. This webinar will consider how you can meet your obligations to explain modification of default duties and indemnity clauses to your clients. It will also examine what trustee powers should be included in their deeds and other changes required.

The webinar will review the aspects of the Trusts Act 2019 which will affect the way in which trust deeds will be drafted in future. It will also consider changes that may need to be made to existing trust deeds (where there is a power to vary). The webinar will also look at how best to meet the requirements of the new Act when drafting trust deeds in future.

Topics covered will include:
  • The obligations to retain trust documentation and to give information to beneficiaries
  • Modifying the default duties set out in the new Act
  • The obligation to advise settlors about the effect of modifying these default duties
  • The limits on exemption and limitation of liability clauses under the new Act
  • The duty to advise settlors about all such exemption or limitation of liability clauses
  • Other provisions of the new Act which will affect the way trust deeds are drafted – for example the age of majority.

Learning objectives

By attending this webinar you will gain an understanding of the:

  • New changes you will need to make to your precedent trust deeds in use after 31 January 2021.
  • Key changes to make to your existing trust deeds so they comply with the Trusts Act 2019.

Who should attend

All property and family lawyers who are involved with trusts & estates and legal executives.

Book / Technical Specs

A background book written by the presenters is available in hard copy, PDF, or both. Please indicate your choice upon registration. 

  • Hard Copy - Your book will be posted to you - no extra charge 
  • PDF - You will be emailed a PDF copy of the book 3 working days before the event - no extra charge 
  • Both Hard Copy & PDF - You will be emailed a PDF copy of the book 3 working days before the event, and posted the hard copy book  - additional $30 charge

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

Presenters

  • Chris Kelly, Consultant, Greg Kelly, Law, Wellington
  • Kimberly Lawrence, Associate, Greg Kelly Law, Wellington

Fee (Incl GST)

Webinar

Webinar Series (2x online cpd + 2x webinars + PDF books)

  • $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 3 - 11.00am - 12.30pm Wednesday 22 July
  • Registration closes for webinar 3 - 3.00pm, Tuesday 21 July 2020

View PDF brochure and registration form here.

 
Webinar 22 July
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
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand