Following Trustee Removal, Retirement, or Death

When updating the title to trust property where a trustee has been removed, has retired, or has died, what is the interplay between trust deeds, wills and the Trusts Act 2019? With a particular focus on removal of a trustee under the Trusts Act compared to under the terms of a trust and how to manage notice pursuant to s 106 of the Trusts Act 2019, this webinar will offer practical guidance for navigating common scenarios where a former trustee cannot or will not assist with transfer of trust property.

Learning Outcomes

• Refresh your understanding of the situations where a title to trust property will need to be updated.
• Become more familiar with the statutory framework for the removal, retirement and appointment of trustees, and the divesting and vesting of trust property.
• Delve into the practicalities of transfers of trust property in these situations, including the interplay between trust deeds, wills and the Trusts Act 2019, with a particular focus on removal of a trustee under the Act and managing notice pursuant to s 106.
• Benefit from receiving a precedent deed that addresses common scenarios where the removed or retired trustee cannot or will not assist with transfer of trust property.

Who Should Attend?

Any legal professional advising or acting on trust property-related matters.

Presenters

Natasha Dennison, Senior Solicitor, Vicki Ammundsen Trust Law 
Shannon Wilson, Solicitor, Vicki Ammundsen Trust Law 

Learning Outcomes