Trust Law Masterclass

Session ID: 183NZA18
Date: Friday, 23 March 2018
Time: 02:00pm - 05:15pm
Venue: Stamford Plaza Auckland, Ground Floor, 22 - 26 Albert St, Auckland

Face to face

3

State: AUCKLAND CPD:3
Standard $405.00

Also available as

WEB183NZA18 Live Web Seminar

Overview

Session Content

Date: Friday 23 March 2018
Time: 2.00pm to 5.15pm
Venue: Stamford Auckland, 22 - 26 Albert St Auckland

Attend and earn 3 CPD hours

We've assembled trust law experts working at the coalface who will put the Trust Bill, law reform, FATCA and increasing reporting requirements under the microscope. This masterclass is designed for practitioners wanting to fine tune their knowledge. Big changes are on the horizon and you need to 'skill up' quickly, so get in fast and get ahead.

Chair: Anthony Grant, Barrister, Radcliffe Chambers

Recent Developments in Trusts: Trust Law Reform

  • Consideration of why and how trusts are traditionally set up and run
  • Some issues with the traditional approach
  • Key features of the Trusts Bill
  • A look into the future for trusts in NZ

Presented by Henry Brandts-Giesen, Partner and Sarah Kelly, Solicitor, Kensington Swan

Increased Transparency Requirements of Trust Holding Structures and Reporting Obligations of Trustees

  • The Foreign Account Tax Compliance Act (FATCA)
  • Common Reporting Standard
  • Registration of New Zealand foreign trusts
  • Update on the BEP's reverse hybrid proposal
  • Reporting of tax arrangements
  • Sharing of information with foreign governments

Presented by Claudia Shan, Partner, Head of Legal and International Compliance, Cone Marshall

Reporting to Beneficiaries and the Interplay with Professional Obligations Under the Lawyers and Conveyancers Act (Lawyers: Conduct and Client Care) Rules 2008

  • Disclosure to beneficiaries
  • Relevant factors /document categories
  • Trust Bill
  • Law Society complaints

Presented by Kristine King, Director, Duncan King Law

Learning Objectives:

  • Analyse the latest reforms in trust law
  • Gain a deeper understanding of taxation transparency requirements regarding trust holdings
  • Examine lawyers' professional reporting obligations
Presenters

Chair: Anthony Grant

Anthony Grant is an Auckland barrister whose primary areas of specialisation are the Law of Trusts, the administration of Estates, and disputes about testamentary and other capacities. He is the most prolific author in New Zealand of articles on these topics and he regularly delivers Papers at seminars on them. He has conducted many cases in Company law, Securities law, land law, contracts, tort, and Equity and believes that a good understanding of these and other laws is helpful for the creation of strategies that will succeed in securing client objectives. In his spare time he has, with his wife Sandra, created Sculptureum, an art tourism venture at Matakana. (For details of this project see www.sculptureum.nz). The Sculptureum project is managed by others and Anthony maintains a full time practice as a lawyer.

Henry Brandts-Giesen

Henry Brandts-Giesen specialises in private wealth. His advisory practice encompasses family trusts, offshore trusts, residency by investment, estate planning, relationship property agreements, collective investment schemes, unit trusts, superannuation schemes and employee benefit trusts. He is an experienced corporate and commercial lawyer and has a strong understanding of fiduciary risk having acted for both institutional and private trustees in numerous major transactions in New Zealand and overseas. Henry also has a contentious element to his practice and he is frequently involved in the resolution of trust related disputes, the interplay between trusts and relationship dissolution and applications to court for orders relevant to trusts. He has acted for prominent clients in a number of reported judgments concerning the Rule in Hastings Bass, the Doctrine of Mistake, the removal of fiduciaries and Public Trustee v Cooper type applications together with several unreported judgments concerning relief of an injunctive nature. Henry has advised several sportsmen, performers, captains of industry and other internationally recognised individuals. He regularly advises foreign law firms, banks, accountants, financial service providers and professional trustees.

Sarah Kelly

Sarah Kelly, Solicitor in the Private Wealth team at Kensington Swan Sarah is a solicitor in the Private Wealth team at Kensington Swan. She specialises in asset and estate planning, trusts, immigration by investment, relationship property agreements, estate administration, trust governance and compliance, as well as general corporate and commercial matters. She regularly advises New Zealand families, foreign investors, new migrants, legal and accounting firms, executors and trustees, professional trustee companies, financial institutions and family offices.

Claudia Shan

Claudia Shan is a partner and head of legal and international compliance of Cone Marshall, a New Zealand law firm, which specializes in international and domestic trust, wealth and tax planning. She has also worked for two leading offshore law firms in the Channel Islands and was at the time enrolled and admitted to practice as a Solicitor of the Supreme Court of England and Wales. Prior to entering practice in a leading New Zealand law firm, she worked in the Auckland office of Ernst & Young, focusing on tax. Claudia specializes in all aspects of trust, private client and international wealth planning. Claudia has advised a wide range of clients, both residents and non-residents, on local and foreign trusts, offshore fund repatriation, tax residency, asset protection, FATCA, Common Reporting Standards, international tax and trust law issues. She has advised many of the leading international trust companies, high net worth individuals, private companies, family businesses, multi-national banks, and globally renowned financial services organisations. She is a member of STEP. She has published a number of articles including Private Client Practitioner and Tax Planning International

Kristine King

Kristine works primarily in the areas of property, commercial law and trusts and has a passion for working with property developers and property traders. In addition to her legal work, Kristine is the Auckland area legal speaker for the ANZ Property Unlocked Seminar series and undertakes staff training on property issues for organisations such as ANZ, Auckland Property Investors Association and Bayleys. Kristine also donates her time to the New Zealand Law Society on property, trust and estate matters during her work as a Standards Committee Convener.

Venue Details

Stamford Plaza Auckland

Ground Floor, 22 - 26 Albert St
Auckland 1010
AUCKLAND, NZ

Ph: 64 9 309 888

Directions:

The Stamford Plaza Auckland is a short 5 minute walk from the main

train/bus station Britomart. There is onsite valet parking, charged at a rate

of NZ$45 per car. Alternatively there are numerous public car parks in the

area including Challenge House, 1/3 Wolfe Street.

Parking is not included in the registrartion fee and price is subject to

change.

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