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Trusts - navigating the maze

Trusts - navigating the maze
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Trust issues can often prove to be extremely challenging and the new Trusts Act 2019 has added further layers of complexity that you need to take into account in this rapidly changing landscape.

This webinar will address some of the key issues you are likely to face including:

  • Common drafting issues and how to avoid them
  • Reviewing trust deeds in light of the Trusts Act 2019
  • Appointment and removal/retirement of trustees
  • Resettlements and associated tax issues.

Learning objectives

By attending this webinar you will:

  • Become aware of common drafting issues and how to avoid them.
  • Gain confidence when drafting and reviewing trust documents in light of the Trusts Act 2019.
  • Learn what issues can arise when there is a change of trustee.
  • Increase your awareness of issues that need to be considered on a resettlement.

Who should attend

All practitioners who are commonly involved with drafting or reviewing trust documents and are advising their clients on the impacts of the Trusts Act 2019.

Book / Technical Specs

A background book written by the presenter is available in hard copy, PDF, or both. Please indicate your choice upon registration. 

  • Hard Copy - Your book will be posted to you - no extra charge 
  • PDF - You will be emailed a PDF copy of the book 3 working days before the event - no extra charge 
  • Both Hard Copy & PDF - You will be emailed a PDF copy of the book 3 working days before the event, and posted the hard copy book  - additional $30 charge

For information on what is required to participate in the webinar, click here.

Fee (Incl GST)

Webinar

Do you want to register more than one person for this course? Use the multiple registration button below or Click here

Times

  • Webinar 11.00am - 12.30pm, Wednesday 15 September 2021
  • Registration closes  - 3.00pm, Tuesday 14 September 2021

Download PDF registration form

Webinar 15 September
I can't attend, but please let me know when the book is available to purchase.

Presenter

EWER Katherine 2021 Katherine Ewer
Katherine Ewer Tax & Trust Consultant, Christchurch

Katherine is a tax and trust specialist advising on a variety of income tax and GST issues relating to commercial and property transactions as well as tax issues specific to trusts. She is an experienced trusts practitioner and advises on complex trust issues. Katherine is a member of STEP, the NZLS Tax Law Committee, and is a guest lecturer at the University of Canterbury.

CPD

Attendance at the live webinar
  • If you attended the live webinar, you will receive an electronic certificate of attendance as verification for your CPD records.
  • You can view and hear the presentation again, as many times as you wish in your own time for no additional cost.
Registration but non-attendance on the day
  • Under the CPD Scheme only those who attend a live webinar are eligible to claim CPD hours.
  • If you registered but were unable to attend on the day, you can view and hear the archived recording of the presentation.

Cancellation and refund policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations, and, cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.

 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
[email protected]

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Level 4, 17-21 Whitmore Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand