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Trust Administration - transition points & current practice - Online CPD

NZ $179.00
Ken Lord 2017 David McLay 2017
Ken Lord
Partner, Parry Field Lawyers
Christchurch
David McLay
Barrister, Barristers.Comm
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

Lawyers in New Zealand are frequently personally trustees of family trusts, directors and/or shareholders of trustee companies, or advising trustees of family trusts. For the legal profession to do the best for its clients, there needs to be a focus on best practice in trust administration.

This module discusses the importance of carefully managing the way trusts are administered, providing as much practical guidance as possible for trust lawyers, to help avoid liability and provide best practice for clients.

Trusts are prevalent in New Zealand but there may be some poor administration. There are more disputes and litigation involving trusts which increases the need for good administration.

This module will address good and best practice in trust administration, key moments and transition points, in the life of a trust.

Topics covered will include:

  • Creation of trusts and becoming a trustee
  • Administration of the trust including the set-up of the administrative process
  • “Due diligence” on appointment
  • Resettlement of the trust
  • Changing of the guard
  • Termination of the trust.

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

Learning objectives

After completing this module, you will:

  • Have an understanding of good and best practice in the administration of trusts.
  • Be updated on relevant case law.
  • Understand the important transition points in the life of a trust and what advisers and trustees should do at these key times.

Electronic Booklet 

Authors: Ken Lord, David McLay
Published: 12 December 2017
Pages: 64

Introduction

This paper is intended to provide guidance about current best practice in trust administration. It is intended to enhance knowledge of lawyers about good and best practice in the administration of trusts.

There are a number of transition points in the life of a trust and this paper considers the practical aspects that arise in relation to the following transition points:
  • Creation of the trust and becoming a trustee
  • Establishing the administration of the trust
  • Death of settlors
  • Resignation of trustees; removal of trustees; and termination of a trust.

PowerPoint Presentation

These are the slides included in the presentation.

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