The Law Association of New Zealand



Trusts: Adding and Removing Beneficiaries (2026) (On Demand)

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This On Demand was recorded on 17 September 2026.

Changing the beneficiaries of a trust can involve important legal and procedural considerations, particularly where trust deed provisions are unclear or lacking. This On Demand will provide a practical overview of the process for adding and removing beneficiaries, including relevant trustee powers, key documentation requirements, and common issues to watch for when implementing changes. 

The session will also explore practical considerations to help ensure beneficiary changes are carried out effectively and in accordance with the trust deed.

Learning Outcomes

  • Identify trust deed provisions relating to the addition and removal of beneficiaries.
  • Understand the key steps and documentation involved in changing trust beneficiaries.
  • Recognise common issues and risks that may arise when exercising trustee powers.
  • Apply practical approaches to help ensure beneficiary changes are properly implemented.


Who Should Watch?

Lawyers, legal executives, trust practitioners, and professionals involved in trusts and private client matters.


Presenter

Richard Broad | Consultant, AlexanderDorrington


Richard Broad

With over 40 years’ experience in the law, Richard is a leading provider of personal client services. He started his professional legal career in private practice in Wellington becoming a partner in a boutique law firm. After many years in private practice, he was appointed as Head of Legal, Personal Legal Services at Guardian Trust (now Perpetual Guardian), initially based in Wellington then moving to Auckland. 

A slight change of direction saw Richard become the Managing Director of a trustee company providing foreign trust services. He then returned to private practice and joined Simpson Grierson in Auckland. Richard then established his own legal practice – Richard Broad Legal.  Recently, Richard joined AlexanderDorrington providing personal client services to a wide variety of clients, both locally and internationally.  Richard is a member of The Law Association’s Trust Law Committee, a member of STEP, and served for nine years on a NZ Law Society Standards Committee.

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Details

CPD Hours: 1.00hr

Pricing Details

Ticket Price

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


This On Demand includes the video and materials and will earn CPD hours. 
Click here to access materials only.

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