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 specialist litigator with a large contentious trusts and estates practice. He typically handles high-value and complex matters, representing clients in hearings and trials at all levels of the New Zealand judicial system, as well as in arbitrations, mediations, and adjudications. Josh acts for a wide range of clients, including trustees, executors, fiduciaries and high net-worth individuals. He is ranked in the 2026 Doyle’s Guide as a Recommended Trust and Estate Litigation lawyer.
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, Partner, Wynn Williams
Kate is a Partner in the Relationship Property and Family Law team at Wynn Williams, based in Ōtautahi 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 and High Courts across New Zealand. Kate was recognised in Doyle’s Guide as a Family & Relationship Property Rising Star (2023) and NZ Lawyer as a Future Legal Leader (2026).
