This On Demand was originally recorded on 25/05/2023.

Join legal experts Greg Kelly and Andrew Butler as they unravel the complexities of dealing with beneficiary requests for trust information disclosure. Greg Kelly's paper explores the principles and practical considerations, guiding trustees through the processes and factors outlined in the Trusts Act 2019 and the Erceg decision.

Andrew Butler delves into the significant impact of the Trusts Act 2019, highlighting its blend of restating core principles and reforming trust law and procedure. He focuses on the revamped judicial review mechanism provided in ss 126-127 of the Act, a key innovation.

Learning Outcomes

Get to grips with how trustees should deal with beneficiaries’ requests for information; and how trustees should deal with a beneficiary review of their decisions.

Presenter Details

Greg Kelly, Principal, Greg Kelly Law, Wellington
Andrew Butler KC