Description
Attend and earn 0.5 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
Private Purpose Trusts Under the Trusts Act 2019
- Non-human objects
- “A concession to human weakness or sentiment”
- The purpose trusts under the Trusts Act
- Relationship to charitable purposes (public purposes v private purposes)
Presented by Dr Lindsay Breach, Global Head of Research for the Sanem Investments Group across New Zealand, Australia, Canada, the United States, and the United Kingdom
Learning Objectives:
- Examine the scope and limitations of private purpose trusts under the Trusts Act 2019
- Distinguish between private and charitable trusts in business and estate planning contexts
Chair
Rob Latton, Barrister, FortyEight Shortland Barristers
Presenters
Rob Latton, Barrister, FortyEight Shortland Barristers
Rob Latton is a barrister practicing from 48 Shortland Barristers, Auckland. He is a practitioner with over 30 years’ experience in New Zealand and the United Kingdom. Commenced practice as a barrister sole in 2016, Rob specializes in civil and commercial advice and litigation, and has been involved in extensive estates and trusts work in recent years. In particular, he has acted for many executors and trustees in claims alleging breaches of duty, as well as challenges to wills and general estate disputes, including Burgess & Another v Monk & Others (No. 6).
Dr Lindsay Breach, Global Head of Research, Sanem Investments Limited
Dr Breach is Global Head of Research for the Sanem Investments Group across New Zealand, Australia, Canada, the United States, and the United Kingdom. Dr Breach has published significantly in the fields of wills and trusts, and is the author of LexisNexis’ books Nevill’s Companion to the Trusts Act 2019 (2019) and Nevill’s Law of Trusts, Wills and Administration (2023), the encyclopedic work Laws of New Zealand – Trusts (2021), and a co-author of Wills and Succession (2021, online resource). Dr Breach is an avid legal historian with a special interest in the origins of trust law in the medieval period.
