Session 1
Courteney v Pratley and Re Beddoe – an examination of trustees’ rights to have litigation costs paid for out of the trust fund - Jeremy Johnson, Partner, Wynn Williams
Presentation | Paper

Session 2
Changing the unchangeable – Variation of Trusts - Sandra Grant, Barrister
Presentation | Paper

Session 3
Advising mature clients – Residential Care Subsidies and their wider context - Theresa Donnelly, Senior Solicitor, Public Trust
Presentation | Paper

Session 4
Taxation of Trusts – Current Issues - Stephen Tomlinson, Partner, Tomlinson Law
Presentation | Paper

Session 5
Trustee appointment and removal of trustees in practice - Vicki Ammundsen, Director, Vicki Ammundsen Trust Law
Presentation | Paper

Session 6
The Wills Act after 10 years and the evolution of the courts “dispensing power” provided under the Act - John Earles, Registrar, High Court of New Zealand
Paper | Precedent 1 | Precedent 2

Session 7
Estate Planning for Blended Families – Anticipating the challenge and providing for the future - Timothy Orr, Associate, Martelli McKegg
Presentation

Session 8
Memoranda of wishes:  Should you be careful about what you wish for? - Stephen Law, Senior Associate, TGT Legal
Presentation | Paper

Session 9
Best Practice session - Capacity links – As advisors, what can we do and not do to be helpful – Zara Matheson, Barrister
Presentation