This practical session will cover best practice in documenting changes of trustee under the Trusts Act 2019 and the key matters to consider when guiding clients through the transition to new trustees.
The presenters will discuss trust deed restrictions, trustee duties and the requirements for an independent trustee, indemnities for outgoing and incoming trustees, issues relevant to the appointment of a corporate trustee, and how to effectively manage changes of trustee for testamentary trusts.
Trusts and estates practitioners, private client lawyers, general practitioners advising on trusts, and legal executives involved in trust administration and trustee appointments.
Mary Joy Simpson | Partner, Hesketh Henry
Emily Black | Senior Associate, Hesketh Henry
A specialist in trust and estate planning law, Mary Joy regularly reviews and provides advice on trust arrangements and assists clients when current structures have flaws or require update. Mary Joy is often asked to speak at seminars for The Law Association of New Zealand, NZLS and Legalwise. Mary Joy is ranked in Band 1 for Chambers: High Net Worth.
Ticket Price
Member: $160 plus GST
Non-Member: $230 plus GST
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Registration Close Date