Trusts Law: Legislative Changes and Challenges
Issues covered include: Alternative dispute resolutions, disclosing information to beneficiaries, challenges of trusts
Description
We’ve assembled trust law experts working at the coalface to examine the benefit of using a trust, some major developments regarding disclosure requirements under the proposed Trust Bill, and practical insights on how to manage an ugly trust dispute. Big changes are on the horizon and you need to quickly update yourself.
Attend and earn 3 CPD hours
This seminar was recorded in NZ on 13 June 2019
Chair: Theresa Donnelly, Senior Solicitor, Public Trust
LEGISLATIVE CHANGES
2.00pm to 3.00pm: Conflict and Using ADR to Resolve Trust Disputes
- Conflict between who?
- Ways in which ADR can help
- Is ADR always an option?
Presented by Carole Smith, Barrister, FortyEight Shortland Barristers
3.05pm to 4.05pm: Disclosing Information to Beneficiaries: Potential Hurdles
- What obligation is there to tell a person that they are a beneficiary?
- Rights to information: How extensive are these?
- Fishing expeditions
- Disclosure vs discovery
- Communicating with beneficiaries
- Confidentiality
Presented by Vicki Ammundsen, Director - Vicki Ammundsen Trust Law
TRUST LAW CHANGES
4.10pm to 5.00pm: Trusts: Now and Beyond
- Challenge as to why we use trusts
- Do they really benefit our clients (or are they a money making exercise)?
- Do they have a place in 21st century society?
Presented by Timothy Orr, Senior Associate, Martelli McKegg
Learning Objectives
- Gain a deeper understanding of disclosure requirements under the new regime
- Develop practical skills for resolving a trust related dispute
- Receive a timely update on trust law in the 21st century, reforms and their impact
Venue
Grand Mercure Auckland
Level 2, 8 Customs Street East
Auckland 1010
New Zealand