Varying Charitable Trust Deeds 2025

Since the Trusts Act 2019 (the Trusts Act) came into force in January 2021, numerous charities are reviewing their trust deeds and in many cases seeking to update them. This webinar will consider common variations being made, the availability of s 130 of the Trusts Act to effect variations in circumstances where there is no variation power, when a potential variation could take place under the Trusts Act, and when the Charitable Trusts Act 1957 should be used instead.

This webinar will address:

• Common variations being made to charitable trust deeds
• When to use a variation power and when to apply to the High Court
• The more appropriate route when applying to the High Court.

Learning objectives

By attending this webinar you will:

• Be better able to review a charitable trust deed and make recommendations for its updating.
• Gain a better understanding of the process for varying charitable trust deeds, both when using existing variation powers, and when applying to the High Court.
• Get an overview of the options available to your clients when applying to the High Court, in light of the Trusts Act 2019.

Who should attend

Civil litigators, trust lawyers, and those working in the not-for-profit space.

Presenters

Kimberly Lawrence
Greg Kelly Trust Law, Wellington

Kimberly specialises in complex estate and trust matters, with a focus on providing technical legal opinions, strategic advice, and using the High Court processes for the advantage of her clients. She acts for executors, trustees, and other professionals and has been involved in leading High Court cases regarding the application of s 130 of the Trusts Act to charitable trusts. Kimberly regularly presents for CLE and is a contributing author to Garrow and Kelly’s Law of Trusts and Trustees.
 

Kevin Lenahan
Greg Kelly Trust Law, Wellington

Kevin advocates for clients in all types of trust and estate disputes, including charitable trustees. He is also a qualified mediator (AMINZ, Resolution Institute) and brings that perspective to his litigation practice. Kevin is the trusts and estates columnist for the Property Law Section’s The Property Lawyer; a co-author of Dobbie’s Probate and Administrative Practice (7th ed), and a regular contributor at conferences and seminars on trusts, estates, and mediation.
 

Book

A PDF book is included in the webinar fee and will be emailed to you along with your ticket, one week before the webinar.

Format

Held online, you will be emailed a link to join the webinar one week before. For information on what is required to participate in the webinar, click here. PowerPoint slides will be emailed out after 3pm the day before the webinar.

Fee (Incl GST)

Law Society Members benefit from up to 30% off
Webinar

• $160 – Law Society members & associate members
• $230 – Non-members
• For group pricing options please contact us

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

Download PDF registration form

Webinar	6 August
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

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 New Zealand Law Society in writing of the change. CLE 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.