The landscape in relation to trusts has evolved in recent years. 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 is an update on the very popular sessions in 2021 and 2022.

Topics covered 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.

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

• $115 – Law Society members & associate members
• $149 – Non-members
• $449 – 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 - 12.00pm, Wednesday 8 May 2024
• Registration closes - 9.00am, Wednesday 8 May 2024

Download PDF registration form

Webinar	8 May
I can't attend, but please let me know when the book is available to purchase.

Presenter

Aimee Mitchell MinterEllisonRuddWatts, Auckland Aimee is a partner at MinterEllisonRuddWatts 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 is dual qualified in New Zealand and England and Wales and is also qualified as a Chartered Tax Adviser (United Kingdom).

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.