Your trusted CPD partner


Trusts - a life cycle - webinar package

NZ $255.00
Don MacKenzie 2017 Tammy McLeod 2017
Don MacKenzie
Grant Thornton New Zealand Ltd
Tammy McLeod
Davenports Harbour
North Shore City

Webinar Package includes:

Archive Presentation  l  Booklet  l  PowerPoint Presentation

Webinar Package Fee (incl GST)

  • $205 - NZLS members and Associate members
  • $255 - 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.

Webinar Archive Presentation

Presentation time: 120 minutes

Assisting your clients in structuring their financial affairs will help them protect and enhance their asset base. This seminar will include legal and accounting perspectives in providing practical advice for setting up and maintaining trusts that meet the specific needs of these clients as their circumstances change over time.

Topics covered will include:

  • Using trusts as a vehicle for asset planning and protection
  • A legal perspective with the focus on planning and protection assets an accounting perspective with the focus on tax mitigation
  • Tailoring the trust deed to ensure that it is “fit for purpose” in meeting the client’s circumstances at the outset – as opposed to simply using a standard template with insufficient time and thought dedicated to the particular needs of the client
  • Importance of reviewing trusts deeds regularly to ensure they:
    - Take account of clients changing circumstances
    - Also take account of legislative and case law developments
  • Importance of the two experts communicating regularly in order to ensure the best results for the clients
  • What happens when those involved in the trust move overseas
  • Communicating effectively with clients so that they understand the value of this work.

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


Authors: Don MacKenzie, Tammy McLeod
Published: 22 March 2017
Pages: 36


There is no introduction for this publication

PowerPoint Presentation

These are the slides included in the webinar presentation.
Number of Slides: 62

You might also be interested in ...

Registrant Details

Use this window to add all the registrants you wish to register on behalf of. If you want to attend the course also, ensure you add yourself as one of the registrants. Make sure you press ‘save’ after adding each new registrant.

Proceed to Checkout

Gifting - giving it all away? - Webinar Package

Publication Date: 19-May-2016

Authors: Chris Kelly, Greg Kelly

NZ $179.00

Multiple Registration

Estate Administration in the 21st Century - webinar package

Publication Date: 22-Jul-2015

Authors: Jacqui Beilby, Penelope Stevenson

NZ $179.00

Multiple Registration
freephone (within NZ)
0800 333 111

[email protected]

04 472 7837

04 463 2986
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand