TRUSTEES: Are You Properly Managing The Risks of Litigation & Compliance Penalties?
We are excited to invite you to attend The STEP New Zealand Conference, scheduled to take place over two days in Auckland. Thursday 21st and Friday 22nd June 2018.
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 will cover various common law and legislative changes putting trustees and practitioners at risk.
STEP Member rate only
$1,000 + GST
CAANZ (TSIG) & ETPC Members $1,100 + GST
Non-Members rate only $1,200 +GST
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”