Trust Series 2025 – Trust Fundamentals
1.5 CPD Hours
Description
What’s new, what’s different? Gain clarity and confidence in trust governance—join our expert-led webinar to explore the fundamentals of settling and administering family trusts, with practical guidance on compliance, conflict management, and best practice in a changing legal landscape.
Trusts can provide enduring long-term intergenerational asset protection. However, changes in trust law, tax law, relationship property law together with increasing global scrutiny means it is important to appreciate the need to review and reflect to ensure that a trust’s purposes can continue to be met.
This webinar, which will explore trust fundamentals by reference to case law and the relevant legislation and will consider:
- How and why trusts are settled
- How to advise trustees
- How to advise beneficiaries
- Best practice for on-going governance
- Compliance obligations, and
- Conflict management
HIGHLIGHTS
This webinar, which will conclude with a question and answer section, will cover the fundamentals of settling and administering family trusts in a rapidly changing trust environment.
Topics covered will include:
- How to review trusts
- Disclosure and core documents obligations
- Trustee obligations and risk
- Proper decision making
- Lessons from contemporary cases, and
- The future of trusts
WHY ATTEND
Trust law is a dynamic and changing landscape – and perhaps never more so than now. This webinar canvasses the fundamental elements of trust law and contemporary considerations regarding settling and administering trusts.
LEARNING OUTCOMES
Attendees will learn:
- The fundamentals of contemporary trust law
- How to advise clients about trusts
- Key aspects of trust governance
- Proper decision making
SUITED TO
This webinar is targeted at all practitioners at all levels but will be of particular interest to practitioners who advise trustees or beneficiaries.
PRESENTER
Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited
Vicki is a director at Vicki Ammundsen Trust Law. Vicki's approach to trust law is practical but also grounded in a good understanding of trust law principles, related legislation, and case law. As the author of a number of texts including Taxation of Trusts, the Trustee's Handbook and Trustee Liability, Vicki is well placed to provide advice on all areas of trust law.