Package Fee (incl GST)

• $464 - NZLS members and Associate members (usually $596)
• $524 - Non-members (usually $716)

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 Modules

New Trusts Act - Key Changes Overview - 1.5 CPD hours

• Publication date: May 2020
• Authors: Greg Kelly, Colette Mackenzie

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.

New Trusts Act - Duties of Trustees - 1.5 CPD hours

• Publication date: June 2020
• Authors: Chris Kelly, Colette Mackenzie

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”.

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

View more info

New Trusts Act - Drafting New Trust Deeds - 1.5 CPD hours

• Publication date: July 2020
• Authors: Chris Kelly, Kimberly Lawrence

There will need to be a radical change to the drafting of trust deeds in order to comply with the New Trusts Act. This webinar will consider how you can meet your obligations to explain modification of default duties and indemnity clauses to your clients. It will also examine what trustee powers should be included in their deeds and other changes required.

The webinar will review the aspects of the Trusts Act 2019 which will affect the way in which trust deeds will be drafted in future. It will also consider changes that may need to be made to existing trust deeds (where there is a power to vary). The webinar will also look at how best to meet the requirements of the new Act when drafting trust deeds in future.

• The obligations to retain trust documentation and to give information to beneficiaries
• Modifying the default duties set out in the new Act
• The obligation to advise settlors about the effect of modifying these default duties
• The limits on exemption and limitation of liability clauses under the new Act
• The duty to advise settlors about all such exemption or limitation of liability clauses
• Other provisions of the new Act which will affect the way trust deeds are drafted – for example the age of majority.

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New Trusts Act - Disputes - 1.5 CPD hours

• Publication date: August 2020
• Authors: Greg Kelly, Kimberly Lawrence

The Trusts Act 2019 will change the way that trust disputes are litigated. It introduces provisions governing the process for challenging trustees’ decisions, updates and clarifies existing provisions giving beneficiaries access to the courts, and updates and clarifies existing provisions which provide protections for trustees. It also provides for alternative dispute resolution such as mediation and arbitration.

This webinar will consider a number of provisions in the Trusts Act 2019 which are expected to change the way trust disputes are litigated and enhance the options available for resolving trust disputes.

Topics covered will include:

• Challenging trustees’ decisions under the new Act
• Beneficiaries’ and Trustees’ access to the courts
• Disclosure of information during disputes
• Alternative dispute resolution under the new Act.

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