Conference

New Zealand Conference - 21 & 22 June 2018

Hosted by
STEP New Zealand
Event type
Conference
Venue
Regatta Room AD
Address
The Pullman Hotel
Cnr Quadrant & Princes St
Auckland
Country
New Zealand
Date
21 June 2018 - 22 June 2018
Time
9am - 5pm, Thursday 21st & 9am - 5pm, Friday 22nd June 2018
Description

Topic: TRUSTEES: Are You Properly Managing The Risks of Litigation & Compliance Penalties?

Trustees are under increasing risk of potential litigation from co-trustees, beneficiaries and interested parties, not to mention exposure to penalties for non-compliance with regulatory obligations under AML, CRS and FATCA.
Recent case law, tax/regulatory compliance developments and impending changes to legislation are enabling an expanded group of parties to question trustee decision making and penalise trustees for non-compliance.

This conference will cover various common law and legislative changes putting trustees and practitioners at risk.

CONFERENCE SPEAKERS

Mark Herbert QC, UK
'A fond farewell to Rolls-Royce trust litigation?'

Paul Heath QC, New Zealand
'Trusts and Dispute Resolution'

David Marks QC, Australia
'Liquidators of Corporate Trustees – Australian Themes'

Noel Ingram QC, New Zealand
'Seeking the Court’s Blessing in New Zealand: In re PV Trust Services Limited'

Professor Nicola Peart, Faculty of Law, University of Otago
'When is a Trust a Trust? The Validity of Trusts and their Interface with Relationship Property Law'

Jeremy Johnson TEP, Partner, Wynn Williams
'Beddoes Applications in Trustee/Beneficiary Disputes – Process and Principles'

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Ltd
'How to decide - A critical assessment of the exercise of trustee discretion and matters for trustees to take into account when making decisions'

Gary Hughes, Barrister
'Update on AML'

Terry Baucher TEP, Director, Baucher Consulting Ltd.
'Accounting Issues for Cyber-Currency'

Matthew Griffin, Blockchain NZ
'Blockchain - what is it? And why would you want to own it?'

Rebecca Rose, Senior Associate, Bell Gully
'Trustees and dissatisfaction - what lessons can be learned from recent cases?'

Jack Wass, Barrister
“The multi-jurisdictional trap: drafting wills and trust documents to manage cross-border issues”?

Cost:
STEP Member rate only $1,000 + GST
CAANZ (TSIG) & ETPC Members $1,100 + GST Non-Members rate only $1,200 +GST
Contact email
megan@allsortedlifestyle.co.nz
Details
PDF icon Agenda.pdf
Add to Calendar events/new-zealand-conference-21-22-june-2018 21/06/2018 9am - 22/06/2018 5pm, Regatta Room AD, The Pullman Hotel, Cnr Quadrant & Princes St, Auckland STEP New Zealand New Zealand Conference - 21 & 22 June 2018 Topic: TRUSTEES: Are You Properly Managing The Risks of Litigation & Compliance Penalties? Trustees are under increasing risk of potential litigation from co-trustees, beneficiaries and interested parties, not to mention exposure to penalties for non-compliance with regulatory obligations under AML, CRS and FATCA. Recent case law, tax/regulatory compliance developments and impending changes to legislation are enabling an expanded group of parties to question trustee decision making and penalise trustees for non-compliance. Hosted by: STEP New Zealand. Contact email: megan@allsortedlifestyle.co.nz