2019 STEP Mini-Conference​


DATE: Wednesday 9th October 2019

TIME: 12:00 to 5:00pm

VENUE: Wintergarden Room, The Northern Club, 19 Princes Street, Auckland


The conference will be followed by dinner and drinks

Speakers and topics to be announced closer to the date.


2018 STEP Conference

TRUSTEES: Are You Properly Managing The Risks of Litigation and 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 covered various common law and legislative changes putting trustees and practitioners at risk.


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, TEP 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, TEP 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, Stout Street Chambers: The multi-jurisdictional trap: drafting wills and trust documents to manage cross-border issues

Download the Conference Brochure

2017 STEP Mini-Conference

The Onus is on Trustees: Sheltering from the Storm 

Trustees are facing increased scrutiny from beneficiaries, with litigation becoming the choice of many persons unhappy with the decision making of the discretionary Trustee, or the will maker. This mini-conference looked at litigation arising from Trusts and Estates and the issues arising for Trustees and Advisors; estate planning in a global context, and updates on the Trust Bill. 

The Honourable John Fogarty QC: Practitioners approach to trusts and the litigation that is now arising around trusts

Vanessa Bruton QC: Green lessons for practitioners

Bill Patterson, Partner, Patterson Hopkins: Trust Bill Update

Download the Conference Brochure