Navigating Disclosure: Trustee Disclosure Obligations Under the Trusts Act 2019
- Trustees’ record keeping obligations
- The circumstances in which disclosure is or might be required to beneficiaries
- Particularly challenging issues that arise in practice (such as whether, and in what circumstances, legal advice must be disclosed)
Presented by Sam Jeffs, Barrister, Bankside Chambers; BA/LLB (Hons) Auckland, BCL (Dist) Oxford; member of NZBA’s Audit, Risk and Governance Committee
Description
Attend and earn 1 CPD hour
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Chair
Fiona King, Partner, TGT Legal
Learning Objectives
- Understand trustee record-keeping and disclosure duties under the Trusts Act 2019
- Identify complex scenarios involving beneficiary disclosure, including legal advice and confidentiality concerns
Presenters
Fiona King, Partner, TGT Legal
Fiona is a partner at TGT Legal. She specialises in all aspects of trust law and personal asset planning. She has particular interest and expertise in complex trust restructuring and is focussed on delivering practical solutions for her clients, many of which she has worked with for a number of years. Fiona has previously presented seminars on various aspects of trust law. She is full member of STEP (Society of Trust and Estate Practitioners).
Sam Jeffs, Barrister, Bankside Chambers
Samuel Jeffs is a barrister at Bankside Chambers specialising in commercial and civil disputes. He has advised and acted for parties in a wide range of disputes arising from contracts, joint ventures, shareholdings, construction projects, and trusts and estates. Sam has appeared in a number of courts, including successfully in the Supreme Court, and various specialist tribunals, including arbitrations. Sam graduated from Oxford with a BCL (Distinction) and the University of Auckland with BA/LLB(Hons) degrees, where he was a Senior Scholar for both Law and Arts. Sam has spoken at conferences and has also published a number of articles.
