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Trustees' Duties & Separation

Trustees' Duties & Separation
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The Trusts Act 2019 came into force on 30 January 2021. This webinar will review the key mandatory and default duties under the Act and provide practical guidance on advising separating couples.

Topics will include:

  • Consideration of trustees’ duties
  • Trust deed variation
  • Provision of information to beneficiaries
  • The role of independent trustee whose main beneficiaries have recently separated
  • An information sheet for working with a client going through a separation.

This webinar updates a session first presented at the General Practitioner CPD Day in February 2021.

Learning objectives

By attending this webinar you will:

  • Have a better understanding of the role of the independent trustee when the main beneficiaries separate.
  • Be able to manage common issues that may arise when varying a trust deed.

Who should attend

All levels of lawyers in civil litigation, family, property, trusts & estates.

Book / Technical Specs

A background book written by the presenter 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.

Fee (Incl GST)

Webinar

Do you want to register more than one person for this course? Use the multiple registration button below or Click here

Times

  • Webinar 11.00am - 12.00pm, Monday 21 February 2022
  • Registration closes  - 3.00pm, Friday 18 February 2022

Download PDF registration form

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

Presenter

Aimee webinar 83x 96 Aimee McGowan
Gibson Sheat, Masterton

Aimee is a partner at Gibson Sheat specialising in Trusts and Relationship Property. Prior to that, she was working for a central city law firm on specialist trust work. Aimee has a background in family law and spent some years in litigation before moving to private client work.

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

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations, and, cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.
 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
[email protected]

PHONE
04 472 7837
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand