• Home
  • Auckland Trust SIG 2024

Auckland Trust SIG 2024

The Trust SIG covers a range of subjects in this dynamic area of law. Speakers are all leaders in their respective areas and the topics are wide ranging including both technical and operational content. There are 5 meetings and one mini conference in the year.

A connected network of accounting and legal professionals providing technical and topical perspectives on trusts.

Annual Subscription (Feb - Nov)
Member $187.50
Non-Member $240.00

Casual Session Purchase
Member $56.25
Non-Member $71.25

2024 Meeting Dates:
Tuesday, 20 February
Tuesday, 19 March
Tuesday, 21 May
Tuesday, 23 July
Tuesday, 24 September
Tuesday, 26 November

2024 Topics

Blessing Applications (Wallace v Wallace Decision) |Priscilla Brown, Special Counsel, Russell McVeagh

MacKinnon-Johnson v Clark | John Brown, Barrister

New Trust Interpretation Statement | Chris Maguire, Tax Specialist, Tax Counsel Office, Inland Revenue & Grant Haley,Tax Counsel Lead, Tax Counsel Office, Inland Revenue

Update on Trust Cases | Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited

2023 Topics

Trust Issues - Spotlight on Cooper v Pinney | Anthony Grant, Trust & Estates Barrister
Capacity & dispute resolution issues– in particular a focus and insight into trustee capacity & ADR and special considerations such as unborn beneficiaries | Andrew Steele, Barrister
Residential Care Subsidy | Theresa Donnelly, Legal Services Manager, Perpetual Guardian & Vicki Ammundsen, Director and Notary Public, Vicki Ammundsen Trust Law Limited
Changes to Charitable Trusts | Kirsten Killian-Taylor, Manager Perpetual Guardian Foundation
Inter-relationship between Fiduciary Duties + Forms of Trusts | Jim Farmer KC
Discussion on Legler | Vanessa Bruton KC and Joanne Trezise, Senior Associate, Russell McVeagh
Recent tax updates related to trusts | Ivy Chen, Director, Ivy Advisory Limited

2022 Topics
• Analysis and consequences following the Court of Appeal decision in Pollock v Pollock - Anthony Grant, Senior Barrister
• The exercise by trustees of the removal of a person as a beneficiary - John Brown, Barrister
Observations and lessons learned from Preston v Preston Vanessa Bruton QC, TEP, O’Connell Chambers, Auckland & Iain Hutcheson, Barrister, Auckland
• The issues around Memoranda of Wishes Timothy Orr, Partner, Martelli McKegg
• Company trustees – tips, traps and legal issues surrounding their use Andrew Steele, Barrister
• New domestic trust reporting rules Stephen Tomlinson
• A, B & C v D & E Limited as trustees of the Z Trust Lady Deborah Chambers, Queens Counsel, John Brown, Barrister
• Trust Variation & Succession Planning, John Brown, Barrister &Trust SIG Committee Henry Brandts-Giesen, Partner, Dentons Kensington Swan
• Domestic Trust Reporting Angie Stewart FCA, Technical Specialist -Customer & Compliance Services - Business, Inland Revenue
• Recent decisions around qualifications for charities seeking registration under charitable heads, advancements to education and other community purposes David McClay, Barrister & Member, Barrister Comm Chambers
• Substantive topics on the new tax bill Denham Martin, Denham Martin Legal Services
• Potential trust-related tax changes in the new tax bill Stephen Tomlinson, Principal, Tomlinson Law

Via Live Webcast

Mini-Conference date and venue tba

Committee Members

John Brown
Vicki Ammundsen
Theresa Donnelly


Topic: Member Regional Events

Sub-Topic: Special Interest Group

Format: Seminar

Proficiency Level: All

CPD: Upto 12 hours