Trust Law: 4 Key Areas
Issues covered include: Trusts Case Law Update, The Rogue Trustee, Tax Issues for Trusts, Trustee Investments: What Roles do Sustainability and Impact play?
Description
If you work with trusts this is a must attend programme. In one information packed afternoon you will condition your skills to expertly tackle the more complex, difficult and at times unpleasant situations that can arise when working with a trust. Receive expert insights from thought leaders who work closely with trusts to ensure you are equipped to identify red flags and ready to tackle any trust issue that arises in practice while avoiding disputes.
Attend and earn 3 CPD hours
2.00pm to 2.45pm: Trusts Case Law Update
Join Anthony Grant as he examines the latest case Law developments and unreported trusts and estates cases that practitioners need to know about
Presented by Anthony Grant, Barrister, Radcliffe Chambers
2.45pm to 3.30pm: The Rogue Trustee: What to do if it All Goes Wrong
- What can you do if your client’s trust is dysfunctional?
- How do you deal with a rogue trustee?
- What are the common mistakes made in trying to get a trust back on track?
Presented by Carmel Walsh, Barrister, Bankside Chambers
3.30pm to 3.45pm: Afternoon Tea
3.45pm to 4.30pm: Tax Issues for Trusts
Join Tim Stewart as he recaps the key issues regarding the taxation of trusts and discusses recent legislative and other developments.
Presented by Tim Stewart, Special Counsel - Tax, Russell McVeagh
4.30pm to 5.15pm: Trustee Investments: What Roles do Sustainability and Impact play?
Join Phillippa Wilkie as she considers whether the Trusts Act 2019 and current social and environmental conditions have changed the landscape for Trustees
Presented by Phillippa Wilkie, Special Counsel, Chapman Tripp
Learning Objectives
- Reflect on significant trust law updates and case law developments
- Learn useful tips to respond to situations when a trustee goes rogue
- Ensure you are up to date on the latest tax issues affecting trusts
- Consider the landscape has changed for Trustees and the implications
Venue
Rydges Auckland
59 Federal St
Auckland 1010
New Zealand