Wed 04 September | 12:00PM - 1:00PM | Your desk or portable device.

Trusts for Today

Many lawyers will have dealings with trusts whether acting as trustees, providing clients with advice or drafting trust deeds. Understanding trusts and keeping up to date with developments in trust law is therefore essential.

This session will provide insights into trusts generally and what lawyers need to do to ensure existing and future trusts (in light of the Trusts Bill being passed) are fit for purpose.

Learning outcomes

  • Learn more about the issues that may arise with existing trust deeds as a result of recent case law development, and how to use powers to vary and update trust documentation.
  • Gain insights into the makeup of trustees, who the beneficiaries are, the need for unanimity and the implications of this for trustees.
  • Understand better the requirements for the diversification of investments under s 13D of the Trustees Act 1956, and the problems that may arise from self-interest, self-dealing and conflicts of interest and how these may be affected by the Trusts Bill.

Who should attend?

Junior and intermediate lawyers involved or likely to be involved with trusts. It may serve as a useful refresher for more senior trust practitioners.

 

Presenter

Tammy McLeod
Director
Davenports Harbour Lawyers

Tammy is the managing director at Davenports Harbour and leads their Trust Team. She is a trust and asset structuring specialist with over 20 years’ legal experience specialising in the areas of trust law, asset planning and Property (Relationships) Act.

She advises clients on a broad range of issues involving the duties of trustees and the management and administration of trust funds, the structuring, establishment and review of asset plans and the interpretation of trust deeds.

Tammy is a past president of the Auckland Woman Lawyers’ Association and is the vice-president of the North Harbour Club.