Whether it's disgruntled beneficiaries, creditors, government, society or the courts - they all serve as a warning that you must keep improving your trust knowledge.
This on-demand webinar covers numerous trust developments you need to be aware of and practical guidance on how to meet your obligations when giving advice or managing and administering trusts/estates for clients.
Why are trusts under siege?
- The workshop examines the current trust environment and justifies why trusts are under siege
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The media – explosion of articles challenging the use of trusts
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The ramifications of New Zealand having the highest per capita uptake of inter vivos trusts
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Society generally are becoming aware of the use of trusts and trust cheats
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Practitioner concerns expressed to the workshop author/facilitator
Law and other changes to trusts
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Latest on Trust Law Review by the Law Commission
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Understand gifting issues/choices/ ramifications in the new Gift Dutyfree era
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Lessons we can learn from the latest and greatest court cases in New Zealand
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Rest home subsidies - issues to consider and implications of deprivation of assets and income
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Who are attacking trusts and what can do about it – matrimonial, creditors, government departments, families
Standards of trusteeship/administration
- Where are trusteeship/administration standards inadequate?
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Observations and scathing criticisms by Government, Law Commission, Creditors and Courts
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How to "raise the bar” on standards of trusteeship and administration
Family Inter vivos trusts
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Understand some of the future management considerations of client trusts
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The new opportunities to realise the potential of existing trusts
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New opportunities for specialist trusts - grandchildrens, inheritance, business and other trusts
Testamentary trusts
Click here to download course paper contents page
Who should attend?
This course is suited for accountants, accounting staff, lawyers, trust and financial advisers, trustees and trustee companies. You will have familiarity with trusts, but your trust/estate knowledge needs development and brought right up to date.
Watch On-Demand
This course is an On-Demand webinar. You will receive a recorded webinar and an electronic copy of the course book and notes. You can watch the webinar whenever suits, and can watch it multiple times.
Presenter
Deane Purdue (CA) business educator and consultant, has a wealth of experience advising many professionals and their clients on various trust/estate and succession matters. In addition, over the past 40 years Deane has been a trustee for many clients, and has authored and presented numerous trust/estate workbooks and workshops for TEO and others.
Deane has been a member of the Australian Society of Accountants since 1969 and the New Zealand Institute of Accountants since 1973.
He was partner, managing partner and chairman of McCullochs (now BDO Gisborne) from 1978 to Sept. 2007. He formed his own company (Q & A Business Limited) in October, 2007.
Deane is a conference and seminar speaker; business educationalist and workshop facilitator. He is also an independent consultant specialising in Exit, Succession and Protection Planning, having clients throughout New Zealand.
Deane is a facilitator and faculty member of BNZ Partners Growth Programme (since 2001) and has authored their Exiting, Succession and Protection, Profiting by Understanding & Utilising Financials Statements, and Trusts & Other Options books and workshops. He enjoys presenting Trust seminars to accounting firms clients.
You will benefit from Deane’s passion for this subject, colourful presentation, innovative trust/estate ideas and practical advice.
Don’t miss this opportunity to significantly improve your trust/estate knowledge and skills and to raise the standard of the management of your clients trusts.