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Residential Care Subsidy - MSD policy and legal developments - Online CPD

NZ $121.00
Theresa Donnelly Richard Lang
Theresa Donnelly
Legal Services
Ministry of Social Development
Richard Lang
Duncan Cotterill Lawyers

Package includes:

Online CPD module  l  Booklet  l  PowerPoint Presentation

Package Fee (incl GST)

  • $91 - NZLS members and Associate members
  • $121 - 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.

Online CPD module

Presentation time: 60 minutes

There have been a number of contentious policy and legal developments in this area of trust law – especially in regard to the asset and income tests for the Residential Care Subsidy. These developments are now influencing how lawyers must advise their clients in relation to the formation of family trusts and the structure of gifting programmes.

By using various scenarios, the presenters will look at the tests and the impact they have on gifting and trusts including:

  • background and rules in relation to eligibility criteria for the Residential Care Subsidy
  • incomes – trusts and MSD expectations as to income
  • structuring family trust gifting programmes for clients in the light of legal developments in relation to the Residential Care Subsidy - and the underlying purpose of family trusts
  • what to do about completed gifting programmes where they affect eligibility for the Residential Care Subsidy
  • parallel trusts – consideration of whether they are really the way forward
  • trust reversals – how to unwind family trusts to preserve eligibility for the Residential Care Subsidy
  • developing law from the Social Security Appeal Authority and the Court of Appeal.

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Electronic Booklet

Author: Theresa Donnelly, Richard Lang
Published: 20 March 2014
Pages: 42
Electronic booklet can be downloaded from My CPD > My Online CPD after purchase.  


There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the presentation.
Number of Slides: 34

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Settlement and E-dealing - contentious issues - Online CPD

Publication Date: 04-Jul-2014

Author: Niamh McMahon

NZ $121.00

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