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Trusts and the PRA - is the castle still standing?

Trusts and the PRA - is the castle still standing?
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Property lawyers and relationship property practitioners continue to face the challenge of managing client expectations in respect of trusts and related structures in an ever changing environment. Attendees at this workshop will consider the key principles pertaining to trusts and the PRA as they work through a practical scenario that will provide them with the opportunity to develop their knowledge and skills in this field.

The first half of the day will look at key principles and the developing case law pertaining to trusts and the Property (Relationships) Act 1976 (the PRA), including:

  • Still storming the castle – how trusts can be attacked and why.
  • Keeping the ramparts strong – s 21 & 21A – current trends in contracting out agreements.
  • Fortifying the castle – trust and asset protection planning strategies including succession planning, farming, and landlord scenarios.
  • Castle maintenance – trust administration and practical accounting issues.
  • Analysis of recent key decisions.

The second half of the day will include a case study to run through the issues and apply the principles from the morning session to a practical scenario.

This course follows the successful 2015 Workshop and has been updated to reflect the latest trends and practices in the current environment.

Learning objectives

By the end of the workshop participants will be able to:

  • Assess the circumstances in which claims could be made and how to avoid them.
  • Develop strategies for dealing with the PRA and other claims against trusts.
  • Understand how trusts and property (including farms) interact.
  • Identify the implications of recent case law in respect of trusts and PRA planning.

Format

This hands-on, group workshop is focused on developing strategies for dealing with the PRA, other claims against trusts, and trust structuring to withstand challenges. A range of teaching and learning techniques will be used.

Who should attend

All practitioners working with trusts, family, relationship property and those who deal with farms and succession planning will benefit from attending. Presenters will assume a general working knowledge of trusts and the PRA.

Materials

Participants will receive a folder of materials at registration.

Timing

  • 9.00am - 5.00pm

Presenters

  • Andrew Watkins, Special Counsel, Duncan Cotterill, Christchurch
  • Simon Weil, Partner, Anthony Harper, Auckland

Fee (incl GST)

Workshop

  • $685 - NZLS members and Associate members
  • $745 - Non-members
This includes materials and all catering.

Do you want to register more than one person for this course? Click here
Download PDF brochure and registration form here.
 
Dunedin 8 May
Christchurch 9 May
Wellington 10 May
Hamilton 15 May
Auckland 16 May
New Plymouth 17 May


Cancellation and refund policy

Please note: Minimum and maximum numbers apply. Registrations will be accepted on a first-come/first-served basis. Registrations close 10 working days before the presentation date (the closing date). NZLS CLE Ltd reserves the right to cancel any session that does not reach the budgeted minimum number of registrations. This decision will be made on the closing date and a full refund will be made to each registrant of the cancelled session. If you cancel your registration before the closing date, a refund will be made, less a $100 administration fee. After the closing date, there will be no refund. You may transfer your registration until five working days before the presentation. Please advise NZLS CLE Ltd in writing of the change.

 
CONTACT
INQUIRIES
freephone (within NZ)
0800 333 111

EMAIL 
cle@lawyerseducation.co.nz

PHONE
04 472 7837

FAX
04 463 2986
 
ADDRESS
NZLS CLE Ltd
Law Society Building
26 Waring Taylor Street
Wellington 6011

DX SP 20202
PO Box 5041
Wellington 6140
New Zealand