Tuesday, 3 March 2026
Access to Trust Information
- Trustees’ disclosure obligations
- Dealing with beneficiaries’ requests for information
- Disclosure and discovery in the context of litigation
Presented by Josh Taylor, Partner, and Kate Bradley, Senior Associate, Wynn Williams
Learning Objectives:
- Understand trustees’ obligations regarding disclosure of trust information to beneficiaries
- Examine practical and legal issues relating to information requests, discovery and disclosure in trust disputes and litigation
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
Stephanie Irons, Director, Davenports Law
Presenters

Josh Taylor, Partner, Wynn Williams
Josh is a partner in the Firm’s national Dispute Resolution team. He frequently appears in the Court of Appeal, High Court, District Court, and several other specialist statutory or disciplinary tribunals. Josh is experienced in all areas of disputes, handles complex and high value matters, and has particular expertise in construction, property, and insolvency disputes. He acts for developers, head contractors, consultants, and subcontractors on disputed matters that arise both during and following the course of construction; including issues relating to delay, extensions of time and liquidated damages, retentions and performance bonds, variations, and defective works or design. Josh also provides advice on the negotiation and drafting of construction contracts. Josh also regularly handles disputes relating to companies and shareholders, commercial contracts, property rights, negligence, construction contracts, insolvency and director’s duties, alcohol licencing, and contentious trusts and estates. Josh is a member of the Society for Construction Law and the Restructuring Insolvency and Turnaround Association of New Zealand. He was recognised as a Rising Star in the NZ Lawyer Rising Stars List 2020. Outside of work Josh volunteers at Community Law and as a member of the Judicial Committee for the Canterbury Rugby Football Union.

Stephanie Irons, Director, Davenports Law
Stephanie enjoys advising on all aspects of asset planning, including reviews and restructuring of existing trust structures, as well as the establishment of new structures and trusts. She appreciates the importance of understanding each client, and their families, unique circumstances and objectives when advising on asset planning structures. Stephanie has assisted families in navigating contentious estate and trust matters, with a focus on constructive solutions. She also advises on all aspects of relationship property, including contracting out agreements and separations. Stephanie is a member of The Law Association Trust Law Committee. Outside of work, when Stephanie is not busy with her three young children, she loves running and watching stand-up comedy.

Kate Bradley, Senior Associate, Wynn Williams
Kate is a Senior Associate in the Relationship Property and Family Law team at Wynn Williams, based in Christchurch. She specialises in complex relationship property, trust and estate disputes. Kate is a highly effective advocate with an impressive track record. Kate works closely with clients to navigate complex and sensitive family law issues and achieve the best possible outcomes through negotiation, mediation and, if necessary, litigation. She also advises clients looking to protect their assets prior to or during a relationship, offering pragmatic and forward-thinking solutions. Kate prides herself on providing clients with clear, empathetic and practical advice while they are going through challenging situations in their personal lives. She also regularly appears in the Family, District and High Courts across New Zealand. Kate was recognised in Doyle’s Guide (2023) as a Family & Relationship Property Rising Star.