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Keeping high standards for trusts is a necessity nowadays. It’s not just disgruntled beneficiaries who want to get their hands on trust assets. The Tax Working Group reported nearly $300m of tax revenue is being sheltered in Trusts, which means the IRD will examine trusts closely for any mismanagement.
This course is about helping you achieve best practice administration and utilisation of inter vivos and testamentary trusts.
This is your chance to learn how to keep your trust (and estate) standards high and beyond reproach.
Realise the potential of trusts and fully utilitise the benefits of this structure.
What you will learn
This hands-on 5 hour course will cover:
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How to maximise the benefits of trusts and estates to fully utilise this structure
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Improve your standard of administration and management of trusts and estates
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Lessons learnt from relevant court cases which reveal seriously inadequate trust / estate administration, management and accounting practices
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What clients should know about the formation of their inter-vivos trusts? Why?
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Ramifications of creating a testamentary trust
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Manuals and systems for accounting/lawyer "trustee companies”
Course Takeaways
You will get plenty of practical case study examples, tips and templates such as:
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Suggested minutes and letters
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Trust checklists and templates
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Forms, references, accounting file dividers
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Letters of engagement, acceptance letters
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Agreements between professionals
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Lessons learnt from court cases
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Diagnostic charts
Who should attend?
Professionals who deal with trusts (including Estates) such as accountants, lawyers, trustees, trustee companies.
Locations
Auckland (Mt Wngton), 23 Sept, 9.00 - 2.00 pm
Auckland (Mt Wngton)*, 24 Sept, 9.00 - 2.00 pm
Auckland (Takapuna), 22 Sept, 9.00 - 2.00 pm
Christchurch, 2 Sept, 9.00 - 2.00 pm
Christchurch*, 7 Sept, 9.00 - 2.00 pm (Postponed due to earthquake)
Dunedin, 10 Sept, 9.00 - 2.00 pm
Hamilton, 27 Aug, 9.00 - 2.00 pm
Invercargill, 8 Sept, 9.00 - 2.00 pm
Napier, 30 Sept, 9.00 - 2.00 pm
Nelson, 1 Sept, 9.00 - 2.00 pm
New Plymouth, 28 Sept, 9.00 - 2.00 pm
Palmerston North, 29 Sept, 9.00 - 2.00 pm
Rotorua, 24 Aug, 9.00 - 2.00 pm
Tauranga, 25 Aug, 9.00 - 2.00 pm
Wellington (Lower Hutt), 31 Aug, 9.00 - 2.00 pm
Whangarei, 5 Oct, 9.00 - 2.00 pm
* Repeat Session
Course fee options
1. Early bird rate $324 per person (Before 5pm 13 August 2010)
2. Normal fee $369 per person (Applies after 13 August 2010)
Presenter
Deane Purdue, Q & A Business
You will learn from Deane's 40+ years of trust experience as a public CA, trustee and business failitator. He's a sought after advisor to practitioners and their clients nationwide on a wide range of trust (including estates) matters.
5 CPD Hours
Claim up to 5 CPD hours |
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 Download Registration Form
Course fee options
1. Early bird rate $324 per person (Before 5pm 13 Aug 2010)
2. Normal fee $369 per person (Applies after 13 Aug 2010)Please note the scheduled Christchurch session for 7 September has been postponed due the earthquake. All registered attendees will be advised of a future course date/time, which is likely to be mid-November.
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