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Trust Deeds: drafting mistakes and issues - and how to fix them - webinar package

NZ $179.00
incl GST
Chris Kelly Greg Kelly
Chris Kelly
Greg Kelly
Wellington
 
Greg Kelly
Greg Kelly
Wellington

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Webinar Package includes:

Archive Presentation  l  Booklet  l  PowerPoint Presentation

 

Webinar Package Fee (incl GST)
$149 - NZLS members and Associate members
$179 - Non-members

Note: Access to the online files is via your "My CLE" page. If you would like to purchase multiple packages, please contact us here.

 

Webinar Archive Presentation


Presentation time: 90 minutes

Many lawyers use precedents or templates that go back many years without having been reviewed regularly. Often, the only changes that have been made are further additions to an already long, convoluted or even archaic document.
Unsurprisingly, when a problem arises and the terms of the empowering documents are examined, they are often found to be inappropriate for the circumstances and adding to the difficulties rather than helping to resolve them.

For this one and a half-hour webinar, presenters Chris and Greg Kelly will revisit their successful presentation from the NZLS CLE Trusts Conference in June. They will look at practical problems that arise in drafting deeds – points to watch out for when preparing documents yourself (and those you can exploit in other lawyers’ documents) and discuss legal principles behind some of the more common clauses.

Topics will include

  • Who should be given power to appoint and remove trustees?
  • Who should have power to add and remove beneficiaries?
  • Should such powers be exercisable by the trustees after a settlor has died or lost capacity?
  • Drafting for blended families
  • Who should be appointed a trustee?
  • How do you deal with conflicts of interest?

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

 

Booklet

 
Author: Chris Kelly, Greg Kelly
Published: 16 September 2013
Pages: 24

 

Introduction

With the proliferation of trusts, increased scrutiny is being placed on the contents of empowering documents such as trust deeds and wills. Many lawyers use precedents or templates that go back many years and which, in many cases, are not understood by the users and are not reviewed regularly.

The tendency is to use precedents without really being familiar with them and often there is a reluctance to review them critically and make changes. Often, if changes are made, they are simply additions to an already long document without careful thought as to how the additional clauses fit in with the existing documents. Young lawyers are often presented with the firm precedent or precedents and feel obliged to use them, even though they may not be familiar with the document and may not really understand some of the convoluted and archaic clauses.

Against this background, it is not surprising that a number of problems arise. When a difficulty arises, the terms of the powering documents are scrutinised and, in some cases, they are ill-suited to the circumstances and rather than resolve difficulties, they may add to the problems.

The purpose of this paper is to highlight some of the common drafting errors that arise, discuss the legal principles behind some of the more common clauses and discuss how these problems can be resolved.

 

PowerPoint Presentation

 
These are the slides included in the webinar presentation.
Number of Slides: 32

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Trusts - Best practice in 2013

Publication Date: 27-Jun-2013

Authors: Dr Andrew Butler, Vanessa Bruton, Helen Dervan, Theresa Donnelly, Deborah Hollings Chambers QC, Lloyd Kavanagh, Chris Kelly, Greg Kelly, Jeff Kenny, Prof Geoff McLay, Denham Martin, Juliet Moses, Jared Ormsby, Jessica Palmer, Bill Patterson, Prof Charles Rickett, Ingrid Taylor, Pravir Tesiram, Simon Weil

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Trusts and Relationship Property for Family Lawyers - Webinar Package

Publication Date: 27-May-2013

Author: Vanessa Bruton, Isaac Hikaka

NZ $255.00
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Trusts for Property Lawyers - Webinar Package

Publication Date: 19-Nov-2012

Authors: Andrew Watkins, Simon Weil

NZ $255.00
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