Trusts & Estates Conference 2016 – Papers

Paper 1: Clayton and beyond – Jane Hunter, Barrister
Paper | Paper Appendix

Paper 2: Flags as to when your client is losing capacity – Alison Gilbert, Partner, Brookfields
Presentation | Paper

Paper 3: International trusts established by New Zealand and foreign settlors: their on-going relevance in the new age of tax transparency and disclosure -Denham Martin, Lawyer
Presentation | Paper

Paper 4: Will challenges – what is the executor to do? – Stephen McCarthy, Barrister
Presentation | Paper

Paper 5: Digital Technology and Estate Planning – Lincoln Watson, Chief Operating Officer, Perpetual Guardian and Kowhiri
Presentation

Paper 6: Beneficiary Rights and Trustee Obligations in the light of Erceg v Erceg – Isaac Hikaka, Partner, Lee Salmon Long
Presentation | Paper

Paper 7: A practical look at trustee retirement with the assistance of the courts – Vicki Ammundsen, Director, Vicki Ammundsen Trust Law
Presentation | Paper 

Paper 8: Health and safety for trustees – Grant Nicholson, Partner, Kensington Swan and Richard Broad, Head of Legal, Perpetual Guardian
Presentation 

Paper 9: Residential Care Subsidies – the Financial Means Assessment and implications for Trusts – Theresa Donnelly, Senior Solicitor, Ministry of Social Development
Presentation | Paper