Are you Trust Fit? – A Focus on Trust Structures and Dispute Resolution (live stream)

Live Stream 2 CPD Hrs
Thu 12 March | 4:00PM - 6:15PM | Your desk or on your portable device

Synopsis

The seminar will cover certain areas that follow on from the first seminar:

  1. Reviewing and updating your clients’ trust documents in preparation for the new Act;

  2. Winding up trusts and removal of beneficiaries;

  3. Setting up new trusts prior to the new Act coming into effect;

  4. Preparing for the new “paid adviser” requirements when setting up trusts;

  5. New paths beneficiaries’ can take to challenge trustee decisions; and

  6. Review of trustee decisions through the courts and alternative dispute resolution under the new Act.

This seminar will address options you should consider when advising clients on their trust structuring in preparation for the new Act. It will also address issues around managing disputes between trustees and beneficiaries under the new Act.

Learning outcomes

  • Develop a better understanding of the issues to consider when looking at options to restructure trusts in preparation for the new Act.
  • Develop a better understanding of the issues that practitioners will need to consider when establishing trusts prior to the Act coming into effect.
  • Learn more about the legal requirements for advisers who advise their clients on setting up trusts and the risks involved for lawyers and other advisers.
  • Gain an understanding of how the ADR provisions in the new Act will apply.
  • Learn about the new tools available to beneficiaries to challenge trustee decisions and the procedure involved.

Who should attend?

All lawyers and other advisers who advise clients on trust structuring and trustee/beneficiary disputes.

 

Live stream registration only

Please note this page is only for registration to attend via live stream.

To register to attend in person click here.

Presenters

Israel Vaealiki
Partner
Property and Private
Client Team
Jackson Russell

Richard Thompson 
Barrister
Vulcan Building Chambers

Richard Thompson has been a barrister for nearly 20 years and for the majority of that time  has had a focus on estate and trust litigation. 

He is a member of the ADLS Trust Law Committee.  He has also been closely involved with the acting community and is a founding trustee of the Actors’ Benevolent Fund. 

Chair

Dennis Jenkin
Barrister