Modern trust deeds can be challenging to draft. They are increasingly bespoke depending on the context in which the trust is being settled and the assets the trust is intended to hold.

This webinar will address key matters for advisors to be aware of in light of the Trusts Act 2019 and focus on common drafting issues and drafting in the following contexts:

• Trusts established primarily for asset protection or relationship property protection reasons
• Trusts settled during an existing relationship which contemplate what will take place on separation
• Trusts which are expected to hold commercial or farming assets (where there may be greater risks for professional trustees).

Learning objectives

By attending this webinar you will:

• Be better able to advise clients in relation to establishing a trust structure fit for their needs.
• Have more options for preparing a bespoke trust structure for your clients.
• Better understand the Trusts Act 2019 and its applicability in the drafting context.

Who should attend

All trusts & estates practitioners as well as those working in civil litigation, family and property law.

PDF Book / Technical Specs

Webinar book change of policy - From 2024 webinar books will only be available in PDF format. Hardcopy will no longer be available. The PDF book is included in the webinar fee and will be emailed to you along with your ticket, one week before the webinar.

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

Fee (Incl GST)

Webinar

• $149 – Law Society members & associate members
• $195 – Non-members
• $549 – Webinar Study Group - more info
• 2+1 registrations - more info (must be arranged at time of booking)

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 - 12.30pm, Tuesday 25 June 2024
• Registration closes - 9.00am, Tuesday 25 June 2024

Download PDF registration form

Webinar	25 June
I can't attend, but please let me know when the book is available to purchase.

Presenters

	Greg Kelly Greg Kelly Trust Law, Wellington Greg has over 40 years’ experience in the wills, trusts, and estates area. He is a co-author of Garrow and Kelly’s Law of Trusts and Trustees and Dobbies’ Probate and Administrative Practice (5th and 6th eds), contributes to Butterworth’s Law of Trusts, and is the probate and administration author for McGechan on Procedure.
	Kimberly Lawrence Greg Kelly Trust Law, Wellington Kimberly provides strategic advice to individuals, professionals, executors, and trustees involved with contentious trusts and estates, and acts in relation to all kinds of trust and estate litigation. She is a contributing author to the 8th edition of Garrow and Kelly’s Law of Trusts and Trustees and to Mental Capacity Law in New Zealand.
	Colette Mackenzie Greg Kelly Trust Law, Wellington Colette has extensive experience in all aspects of trust law, advising clients on the use of trusts and wills in the context of asset planning. She has particular expertise in dealing with the treatment of trust property on the division of relationship property. Colette is also a contributing author to the 8th edition of Garrow and Kelly’s Law of Trusts and Trustees.

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.