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.
Emily Black is a Senior Associate in the Private Wealth Team at Hesketh Henry. She specialises in advising individuals, families, and trustees on all aspects of private client law, including estate and succession planning, trust establishment and administration, and relationship property matters.
Her expertise includes the preparation of contracting-out agreements and providing independent legal advice in both amicable and complex personal relationship contexts. She is also highly experienced in drafting wills, enduring powers of attorney, and assisting with cross-border estate administration, particularly where New Zealand assets are involved and the will-maker is based offshore.
Emily regularly advises clients on trust, estate, and relationship property disputes. She supports executors, beneficiaries, and trustees in navigating legal claims, and provides clear, independent advice in conflict situations.
Her dispute resolution work includes Family Protection Act claims and contested trust matters. Known for her pragmatic and empathetic approach, she helps clients make confident, informed decisions in both their wealth planning and during times of dispute.
Emily is a full member of the Society of Trust and Estate Practitioners (STEP) and holds the TEP designation. She is also a member of the New Zealand Estate and Taxation Planning Council.
Ticket Price
Member: $160 plus GST
Non-Member: $230 plus GST
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