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Trusts 2018: Rights To Trust Information


Trust law is rapidly changing – Confirm your current level of understanding of the Rights To Trust Information and keep up to date with current trust issues and developments.

Content Description

Rights to trust information – the what, the why, and the how much (Beneficiary).


Beneficiaries right to information is a topical matter with changing legal text as to who is entitled to information and what information should be provided on a case by case basis.


Learning Outcomes

Upon satisfactory completion of this webinar series you will be able to:

  • Identify the correct legal test
  • Identify the differences between the current legal test and the provisions proposed in the Trusts Bill
  • Explain the outcome of the most recent cases regarding beneficiaries seeking the assistance of the court to access trust information and the reasons for the decisions

Benefit

Trust law is rapidly changing – this webinar will confirm your current level of understanding of trust law and to ensure currency of your knowledge going forward, in particular relation to the rights to trust information.

Vicki Ammundsen is a director at Vicki Ammundsen Trust Law Limited and is a trust practitioner whose approach to trust law is practical, but founded on a good understanding of tax law and trust law principles.

Vicki is the author of texts including Taxation of Trusts, The Trustees’ Handbook, Trustee Liability: What Every Trustee Needs to Know.

Through carefully considered trustee appointments, Vicki also has an appreciation of the realities of being a trustee.


EVENT DETAILS


Topic: Business Mindset, Ethics & Integrity

Sub-Topic: Governance, Solve Problems

Format: Recorded Webinar

Proficiency Level: Intermediate

CPD: 1.5 hours