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19VTDWE

Varying Trust Deeds - Online CPD

NZ $179.00
Greg Kelly Kimberly Lawrence
Greg Kelly
Principal, Greg Kelly Law
Wellington
Kimberly Lawrence
Solicitor, 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

The drafting of trust deeds has changed enormously over the last 30 years. A common problem for trustees administering trusts is that circumstances have changed but there is limited ability for the trustees to adapt.

It is now common to see variation powers or powers of amendment included in trust deeds. These allow parties, usually the trustees, to make variations to terms of the trust where necessary to ensure the smooth running or proper administration of the trust. Where a trust deed requires variation, but does not contain an express variation power, there are still ways that the variation can be achieved.

This module will consider:

  • When and how to use express variation powers
  • Restrictions on varying appointors’ powers
  • Other powers that can be used to effect a variation (but which are not express powers of variation or amendment)
  • Documents and proceedings relating to variation
  • Example clauses to include when drafting
  • What changes can be expected under the proposed Trusts Bill.

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

Learning objectives

After completing this module you will have:

  • A sound working knowledge of the issues that trust lawyers face when varying trust deeds.
  • The necessary skills to address issues and consider practical strategies for dealing with them.

Electronic Booklet 

Authors: Greg Kelly, Kimberly Lawrence
Published: 2 May 2018
Pages: 29

Introduction

There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the presentation.

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