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You are here: Home / Archives for Trust Resources

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March 20, 2018 by Wolters Kluwer NZ

Bulletin – New Zealand Trusts & Asset Planning Guide, March 2018

Download the Bulletin New Zealand Trusts & Asset Planning Guide In this issue: Cases considered Trustees seeking the Court’s blessing to a proposed course of action. The importance of a retiring trustee securing an indemnity from the continuing or new trustee. Solicitor/trustee failing to be indemnified for litigation and Beddoe order at short notice. Tracing […]

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July 7, 2016 by Wolters Kluwer NZ

CCH iTrust Case Study – Generation Wealth Management

Generation Wealth Management, Pukekohe improves trust management with CCH iTrust Cloud Trust Management Software Before subscribing to CCH iTrust, Generation Wealth Management used a heritage system provided to them by their Trust company. They had identified the ability to continue using this software as a risk to the business and so the directors looked round […]

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July 7, 2016 by Wolters Kluwer NZ

CCH iTrust Case Study – Conning Barraclough

Conning Barraclough Chartered Accountants improves trust management with CCH iTrust Cloud Trust Management Software Before subscribing to CCH iTrust, Conning Barraclough used a manual system to manage their clients’ trusts. Graeme Conning explains their rationale for signing up to iTrust, the transition process and the benefits of the new system for the firm and their […]

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June 2, 2016 by Wolters Kluwer NZ

What should you look for in a trust management system?

What should you look for in a Trust Management System? If you want to protect yourself and your firm against future complaints against your trust practice then it’s vital to keep good records…in one place! Trusts tend to be long-term so it’s often a few years or even decades before you start getting tricky questions. […]

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June 2, 2016 by Wolters Kluwer NZ

Free White Paper – Checklist and Guidance Notes Regarding Cloud Storage of Trust Documents

Cloud storage and software systems are an increasingly common alternative to in-house data storage and software storage. The advantages include flexibility and cost. However, these advantages must be balanced against privacy/confidentiality obligations and the need for certainty that stored documents will retain their original form and content. The New Zealand Law Society’s Practice Briefing: Cloud […]

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June 2, 2016 by Wolters Kluwer NZ

Bulletin – Clayton v Clayton – a new landscape for attacking trusts

The two recent Clayton v Clayton judgments have brought a new landscape for attacking trusts. This bulletin from Wolters Kluwer covers the judgment details. The Clayton v Clayton (Claymark Trust) judgment concerned the successful appeal by Mrs Clayton from the decisions by the courts below, not to make an order against the Claymark Trust under […]

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April 18, 2016 by Wolters Kluwer NZ

Free White Paper – Honey, I forgot to do my gifting

Why you’re at risk if you’ve abandoned your clients’ gifting programmes When gift duty was abolished in 2011, many lawyers and accountants abandoned their clients’ gifting programmes and in the process many also stopped holding annual trustee meetings. However, this has thrown up some significant issues and shown the risks for professional trustees of not taking […]

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Trust Resources

  • Bulletin – New Zealand Trusts & Asset Planning Guide, March 2018
  • CCH iTrust Case Study – Generation Wealth Management
  • CCH iTrust Case Study – Conning Barraclough
  • What should you look for in a trust management system?
  • Free White Paper – Checklist and Guidance Notes Regarding Cloud Storage of Trust Documents
  • Bulletin – Clayton v Clayton – a new landscape for attacking trusts
  • Free White Paper – Honey, I forgot to do my gifting
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