Package includes:

Online CPD Module  l  Electronic Book  l  PowerPoint Presentation

Package Fee (incl GST)

• $405 - NZLS members and Associate members
• $455 - 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.

Online CPD Module

The much-anticipated Trusts Act 2019 comes into force on 31 January 2021 with fundamental changes for practitioners working in this area including information that must be provided by trustees to beneficiaries of family trust. Following on from a successful four-part webinar series, this forum will help ensure that you are prepared for the commencement of the new Act by considering the practical changes that you need to be aware of when updating your older trust deeds, preparing wills, and advising settlor/trustee clients.

This forum focuses the lens on the key changes to New Zealand trust law and will include practical advice and examples for varying your existing trust deeds, your options for trust deeds without adequate variation powers, changes to your will precedents, and advising settlor and trustee clients.

Topics covered will include:

• Varying trust deeds in advance of the new Act
• Options for trust deeds that cannot be varied
• Ensuring your other precedents are up to date
• Advising settlor and trustee clients
• Practical guidance and examples.

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

Learning objectives

After completing this module you will:

• Prepare your practice and your precedents for the commencement of the new Act.
• Understand key changes so you can provide effective advice to new and existing clients.

Electronic Book 

Authors: Chris Kelly, Greg Kelly, Kimberly Lawrence, Colette Mackenzie
Published: 4 November 2020
Pages: 41

Introduction

There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the presentation.