The Law Association of New Zealand



Disclosure Under the Trusts Act

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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 Attend?

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


Presenter

Tammy McLeod | Managing Director, Davenports Law

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

Pricing Details

Ticket Price

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






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Our CPD webinars are recorded and available On Demand – offering the same CPD credit as attending live, with flexible access designed to fit your schedule. If you miss the livestream, don’t worry – you’ll receive access to the On Demand recording so you can catch up anytime. 

Click here to explore our extensive On Demand catalogue.


Registration

Registration Close Date

20/08/2026
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