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Attend and you will comprehensively examine the requirements and trustee duties under the new Trusts Act that you need to know. Receive essential tips for getting your trust wind ups back on track as quickly as possible. You will also gain a deeper understanding of the complexities of trust deeds, including drafting, modification, indemnity clauses and powers.
Attend and earn 3 CPD Hours
Chair: Henry Stokes, General Counsel, Perpetual Guardian
9.00am to 10.00am: Key Changes and Understanding Duties of Trustees
Presented by Timothy Orr, Partner and Benjamin Maitland, Solicitor, Martelli McKegg
10.00am to 11.00am: Trusts Act Interrupted and Trust Wind Ups: Getting Back on Track
The Covid-19 landscape has caught many of us mid-way through our active Trusts Act planning, the delivery phase. The question is, what can you do to get things back on track?
If you have been having the trust conversations with your settlors/trustees, there are no good reasons any more to continue the trust, and everything is pointing due trust wind up:
This practically based session will discuss the pitfalls and things to think about to help you navigate this post-Covid landscape, and will bring the subject matter to life with real life examples.
Presented by Theresa Donnelly, Legal Services Manager, Perpetual Guardian
11.00am to 12.00pm: New Trust Deeds: Drafting, Modification, Indemnity Clauses and Powers
Presented by Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited
Learning Objectives