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Package includes:

On Demand Module  l  Booklet  l  PowerPoint Presentation

Package Fee (incl GST)

  • $205 - NZLS members and Associate members
  • $255 - Non-members

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.

On Demand Module

2
CPD HRS
Presentation time: 120 minutes

Lawyers traditionally assume office as trustees for private clients and for charities. However, the job is not as simple as it used to be and trustees are increasingly exposed to legal risk – from beneficiaries and from third parties. As professional trustees, and professional advisors, lawyers are increasingly expected to provide the answers in difficult situations.

This seminar will discuss the role of the trustee with a focus on explaining how to fulfil the role and meet obligations while minimising the inherent risks, particularly for professional trustees.

There will be an analysis of:
  • The duties that trustees owe to beneficiaries and the nature of trustee obligations to third parties with a particular emphasis on recent cases and refinements in the law.
  • An examination of strategies that trustees can employ to minimise the risks they face when performing the role and the best way to avoid or minimise liability; and
  • Suggestions will be made as to the use of alternative dispute resolution methods in situations of dispute.

Please contact us if you use a dial up internet connection.

Learning objectives

You will:
  • Gain an improved understanding of the multifaceted role of the trustee.
  • Understand the risks of acting in the role.
  • Have the necessary skills to identify risks when acting as, or advising, trustees.
  • Gain an understanding of new ways to resolve disputes.

Electronic Booklet

Authors: Helen Dervan, Jeremy Johnson
Published: 10 November 2014
Pages: 65
Electronic booklet can be downloaded from My CPD > My Online CPD after purchase.

Introduction

There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the presentation.
Number of Slides: 58
Helen Dervan 2014 Jeremy Johnson 2014
Helen Dervan
AUT University
Auckland		 Jeremy Johnson
Partner
Wynn Williams
Christchurch

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