Capacity Checklist

April 25, 2018
Ahead of the next Trust Special Interest Group meeting on 1st May on the topic of Capacity,  Matters of Trust ( has the following useful checklist on assessing capacity. The capacity of a person is fundamental to the legality of their decisions. This page explores capacity in the context of […]     Read More

Trustees need to Think

March 28, 2018
A summary of a recent case highlighting the need for trustees to think about their decisions: Clement v Lucas [2017] NZHC 3278 [21 December 2017] Clement v Lucas is a recent New Zealand High Court case where the main legal issue under consideration was whether the Trustees’ decision was void due to […]     Read More

Trustees and presumption of costs being met by the trust

March 18, 2018
Vicki Ammundsen has recently authored and posted the following to her website concerning the issue of trustees reimbursement of costs from the trust: Never presume H.W. Fowler’s opinion was that in using presume, the speaker believes the supposition is true and will believe it until he learns otherwise. In using assume, the […]     Read More

2018 Mini Conference

March 7, 2018
Our 2018 Mini Conference was a great success with over 120 attendees.  The presentations by Geoff Clews and Denham Martin have been posted to the Past Presentations section of this website. We trust you all found that the Mini Conference was a worthwhile event and would encourage you to provide […]     Read More

What can you expect at the Mini Conference?

February 21, 2018
We are pleased to provide an update on two of the speakers’ presentations at next Tuesday’s Trust Special Interest Group Mini Conference. The title of Justice Heath’s presentation is: “What do Relationship Property Schemes, Russian bankers and ponzi schemes have in common?” This most creative of titles is a taster […]     Read More

Proposed meeting topics for 2018

February 21, 2018
Trust SIG offers its members the opportunity to hear from trust specialists who present up to date commentary on topical trust matters and stimulate insightful discussions. In addition to our Mini Conference on 27 February, in 2018 we will also be holding events on the following topics. Please note speakers […]     Read More

What to expect: Mini Conference 2018

January 26, 2018
If you’re involved in trusts, attending this event is a must. The Trust SIG Mini Conference gets your year started on the right foot by arming you with the expert insights you need to get ahead. Continuing the Trust SIG tradition of high calibre speakers, the mini conference on 27 February […]     Read More

Trust law in 2018 – what you need to know

January 23, 2018
By Vicki Ammundsen The dominant theme for trust law in 2018 is likely to be that of review and reflection as to the relevance and fit of trusts moving forward, and the role and responsibility of trusteeship. Liability Many practitioners will need to decide whether to continue offering trust services, […]     Read More

AML / CFT: 4 things you should already be doing

December 19, 2017
AML / CFT is here and it’s going to take up a lot of your time! With the clock ticking, we’ve enlisted the expertise of barrister and solicitor, and member of the ADLS’s AML/CFT subcommittee, Fiona Hall to take you through the things you should be doing. What’s happening? The […]     Read More
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