The Changing and Challenging World for Trustees in 2017

How should professional advisers and trustees be preparing themselves, their co-trustees and their trust clients for upcoming changes in trust legislation in 2017? What’s proposed?  What are the implications for trustees and their beneficiaries?  What do professional advisers and trustees need to be thinking about and doing in 2017?

This practical 3 hour course builds on our very popular Managing Family Trusts course of 2014 to enable you to hit the ground running in early 2017 (As an added bonus people attending this course will be entitled to receive the 2014 Managing Family Trusts course for a special price of $150 - usually $325.00 please contact TEO Training to arrange, this is sent out on a USB and includes the course). 

We will highlight:

  •  The implications of the proposed changes to trust law
  •  Topical tax issues for trustees
  •  Common problems areas in trust administration and how to overcome them
  •  What to do when you need to reset the terms of engagement

This is a practical course is designed to help trustees respond to the challenges of the role and improve outcomes for their beneficiaries.  We’ll share knowledge, strategies and practices to help trustees build confidence, improve value and reduce risk.  It will be delivered peppered with practical tips, war stories and case studies from experienced practitioners.

Key learnings and material will include:

  •  Whether trusts are appropriate in today’s changing world
  •  A high-level summary of the draft Trusts Bill
  •  Implications of the proposed changes
  •  Ways to manage the impact of the proposed changes
  •  Points to consider when reviewing a Trust Deed
  •  Strategies to improve trust governance and enhance beneficiary relationships
  •  A checklist for helping decide whether you should take on/stay on as trustee
  •  Areas to focus to optimise trust services
  •  The fit of Wills, Enduring Powers of Attorney and Trusts in an estate plan
  •  A process for resetting the terms of engagement as a professional trustee
  •  How to tell co-trustees and clients that things need to change
This course is a must for any trustee wanting to improve their contribution at the trustee table. 

Locations, Dates and Times

Auckland Albany, 10th February, 10.00am - 1.00pm
Auckland (Ellerslie), 13th February, 9.30am - 12.30am
Christchurch, 3rd March, 9.30am - 12.30pm
Dunedin, 15th February, 9.30am - 12.30pm
Gisborne, 16th February, 9.30am - 12.30pm
Hamilton, 13th February, 9.30am  - 12.30pm
Invercargill, 16th February, 9.30am - 12.30pm
Napier, 10th February, 9.30am - 12.30pm
Nelson, 23rd February, 9.30am - 12.30pm
New Plymouth, 8th February, 1.00pm - 4.00pm
Palmerston North, 9th February, 2.00pm - 5.00pm
Queenstown, 14th February, 9.30am - 12.30pm
Rotorua, 15th February, 9.00am - 12.00pm
Tauranga, 14th February, 9.30am - 12.30pm
Timaru, 2nd March, 9.30am - 12.30pm
Wellington (L Hutt), 22nd February, 9.30am - 12.30pm
Whakatane, 15th February, 2.00pm - 5.00pm
Whanganui, 9th February, 8.30am - 11.30am


Greg Neill, Partner - Tax Advisory, Crowe Horwath

Greg Neill is a Tax Partner with Crowe Horwath and is the head of the Tax Advisory Group in Hawke’s Bay.  Greg is a qualified lawyer and has worked in large law firms in New Zealand and in the UK.  He provides advice on the full spectrum of tax matters, ranging from individual issues through to complex corporate or financing transactions.  He has advised both local and offshore clients regarding their trust arrangements and the tax implications, including establishment of trusts, trust distributions and migration of settlors and trustees.  As well as presenting for TEO, Greg has previously presented on tax matters at conferences for the New Zealand Law Society and the Employers and Manufacturers Association.

Lindsay Pope, Trustee Support Ltd
Lindsay provides independent consultancy services to professional advisers and firms wanting to unlock commercial value and reduce professional risk in their trust and estate planning services.  He speaks, authors and mentors on good trustee and beneficiary practice and brings 40 years’ experience managing trusts and estates, to help trustees improve their contribution in the role.  Lindsay is the President of the Estate & Tax Planning Council and a member of the Society of Trust & Estate Practitioners.  

Online Registrations
Register online now, click here (credit card only)

Training co-ordinators: put your name & email in the order contact field to receive a copy of the tax invoice (includes venue details). If you put the attendees name in this field, it will go to the attendee (even if you pop your email address in this field).
Course Fees
Christmas Special of $225 registration and payment must be received by 21st December 2016 (not to be used in conjunction with any other offer)

Early Bird $265 registration and payment must be received by 20th January 2017

Regular course fee $295 per person.

Register 3 people and the 4th goes free.

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