The Law Association of New Zealand



Disclosure Under the Trusts Act (2026) (On Demand)

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This On Demand was recorded on 20 August 2026.

This session will examine the statutory disclosure obligations introduced by the Trusts Act 2019, which has significantly redefined trustees’ duties in relation to beneficiary information. Participants will gain a practical understanding of the presumption in favour of disclosing basic trust information, the statutory grounds for withholding disclosure, and the interpretive approaches emerging in case law. 

The webinar will also consider the evolving scope of trustee discretion and its impact on trust administration, documentation standards, and risk mitigation strategies.

Learning Outcomes

  • Understand the key disclosure obligations imposed by the Trusts Act 2019, including the presumption of disclosure and exceptions.
  • Apply the statutory factors trustees must consider when deciding whether to withhold trust information.
  • Recognise practical challenges and legal risks arising from disclosure duties in common trust scenarios.


Who Should Watch?

This webinar is intended for all lawyers advising on trusts, including those practising in private client, property, family, and litigation contexts.


Presenters

Tammy McLeod | Managing Director, Davenports Law
Holly Kirkpatrick | Associate, Davenports Law

Holly Kirkpatrick

Holly is an Associate in the Trusts & Wealth Protection Team, specialising in trusts and asset planning. With a strong focus on providing thoughtful, tailored legal advice, Holly works closely with clients to navigate complex family and financial matters, ensuring their interests are protected. Her extensive understanding of trust law and overall asset planning enables her to offer practical solutions that safeguard clients’ futures. Holly is skilled in advising clients on; trusts and asset structuring, relationship property matters (including contracting out agreements and separations), wills, enduring powers of attorney and Occupation Right Agreements with retirement villages. 

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Tammy McLeod

Tammy is the managing director at Davenports Law Limited and leads their Trust team. She is a trust and asset structuring specialist with over 25 years’ legal experience specialising in the areas of trust law, asset planning and the 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.

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Details

CPD Hours: 1.00hr

Pricing Details

Ticket Price

Member: $120 plus GST
Non-Member $170 plus GST





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