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2018 STEP Conference

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

DATES: Thursday, 21st June and Friday, 22nd June 2018

LOCATION: Regatta AD, The Pullman Hotel,

Corner Princes Street & Waterloo Quadrant, Auckland City 1143

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. 


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


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