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Winding Up a Trust 2022

Winding Up a Trust 2022
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This webinar was first broadcast in November 2021. It has been rescheduled for a second live broadcast due to popular demand.

The landscape in relation to trusts has changed dramatically in recent years and adding to the complexity is the new Trusts Act 2019 which came into force on 30 January 2021. There will often be occasions where it will be in the best interests of your clients to review current arrangements. This webinar will take a practical approach in considering when it might be appropriate to bring a trust to an end, the process for this, common pitfalls, and the integration of a trust with longer term life and succession planning arrangements.

This webinar will include:

  • Reasons for winding up a trust
  • The means of winding up a trust and the practical implications of each route
  • The trustees’ obligations and potential liabilities and how they should be dealt with
  • Practical issues and potential pitfalls that can arise on winding up a trust.

Learning objectives

By attending this webinar you will:

  • Understand the factors that are relevant when deciding whether to wind up a trust.
  • Understand the trustees’ role and obligations in winding up a trust, including the trustees’ risks and how they can be mitigated.
  • Be able to recognise and manage common issues and pitfalls that may arise on the winding up of a trust.

Who should attend

Lawyers at all levels 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, Tuesday 3 May 2022
  • Registration closes  - 3.00pm, Monday 2 May 2022

Download PDF registration form

Webinar 3 May
I can't attend, but please let me know when the book is available to purchase.

Presenter

MITCHELL Aimee 2022 Aimee Mitchell
TGT Legal, Auckland

Aimee is a partner at TGT Legal where she specialises in trusts and wealth and succession planning for families and entrepreneurs. She has extensive experience of advising individuals, families, family offices and trustee companies on the establishment, restructure, management and administration of trusts and other family wealth structures. Aimee recently returned to New Zealand having spent the last 10 years practising as a trusts and private client lawyer in the United Kingdom and Channel Islands, most recently as a partner of a leading London private client firm. She is dual qualified in New Zealand and England and Wales and is also qualified as a Chartered Tax Adviser (UK).

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.
 
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PHONE
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ADDRESS
NZLS CLE Ltd
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Wellington 6011

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PO Box 5041
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New Zealand