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20NTA2WE

New Trusts Act - Duties of Trustees - Online CPD

NZ $179.00
Publications
KELLY Chris Colette MacKenzie
Chris Kelly
Greg Kelly Law
Wellington
Colette Mackenzie
Greg Kelly Law
Wellington

Package includes:

Online CPD Module  l  Electronic Booklet  l  PowerPoint Presentation

Package Fee (incl GST)

  • $149 - NZLS members and Associate members
  • $179 - 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: 90 minutes
1.5
CPD HRS
 

This module will provide an overview of the key changes that you need to be aware of when advising your settlor/trustee clients including: mandatory and default duties for trustees; and understanding the presumption of beneficiary access to “basic trust information”.

Topics covered will include:
  • Core principles behind the Act
  • Core documents – what are they?
  • Removal of trustees including LINZ requirements
  • Trustee powers – delegation
  • Exemption clauses
  • Presumptions
  • Trustee duties.

Please contact us if you use a dial up internet connection.

Learning objectives

By completing this module you will:

  • Gain an understanding of the scope of the key practical issues arising from the key changes to trust law as a result of the Trusts Act and changes you may need to make.
  • Improve your knowledge, so you can provide advice to clients and anticipate potential issues.

Booklet 

Authors: Chris Kelly, Colette Mackenzie
Published: 24 June 2020
Pages: 24

Introduction

The Trusts Act 2019 will come into effect on 30 January 2021. Much of the Act updates or restates law that exists already, either in statute or in case law. There are, however, a number of changes about which trustees and settlors should be aware.

This paper builds on the first paper in this series, which provided on overview of the changes brought about by the Trusts Act 2019, and examines the duties of trustees as set out in the new Act.

PowerPoint Presentation

These are the slides included in the presentation.

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CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
cle@lawyerseducation.co.nz

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand