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Package includes:

On Demand Module  l  Electronic booklet  l  PowerPoint Presentation

Package Fee (incl GST)

  • $149 - Law Society members and Associate members
  • $195 - Non-members

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.

On Demand Module

Presentation time: 90 minutes
1.5
CPD HRS

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 module 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 completing this module you will obtain:

  • 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.

Electronic paper 

Authors: Greg Kelly, Kimberly Lawrence, Colette Mackenzie
Published: 25 June 2024
Pages: 23

Introduction

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 focus on common drafting issues, particularly in the following contexts:

• trusts established for asset planning in the blended family context;
• trusts established primarily for asset protection or relationship property purposes;
• 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).

It will also address key matters for advisors to be aware of in light of the Trusts Act 2019 including key modifications to default duties, dealing with the provision of trust information, and how advisors can comply with their obligations (and avoid the risks associated with failing to do so). It will also address other drafting matters.

PowerPoint Presentation

These are the slides included in the presentation.

KELLY Greg LAWRENCE Kimberly MACKENZIE Colette
Greg Kelly
Greg Kelly Trust Law
Wellington		 Kimberly Lawrence
Greg Kelly Trust Law
Wellington		 Colette Mackenzie
Greg Kelly Trust Law
Wellington

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