Can you trust your Trust? – Whangarei

Many business owners hold valuable assets in Trust in the hope that will protect them from financial attack.  But can you trust your Trust when it comes to the crunch?

Under what circumstances can a liquidator bust your Trust if your business falters – or through the misfortunes of an unrelated person?  What does it take to properly manage your Trust?  What effect will the proposed changes to Trust legislation have for you?

This BOF event will include the latest thinking from the legal, accounting and insolvency professions – as well as some horror  stories about what can and has gone wrong and what you can do to ensure you can trust your Trust.

Our panellists for this event are:

• Damien Grant.  Damien is an insolvency practitioner and director of Waterstone Insolvency.  If you are unfortunate enough to come across Damien in a professional capacity, he will find the flaws that might exist in the armour of your Trust.  Rather be informed up front than find yourself talking to Damien after the event!
• Rebecca Brennan.  Rebecca is a Chartered Accountant and director of Elevate CA Limited.  Rebecca acts as Trustee for a large number of Elevate CA client’s Trusts – and she knows the misconceptions that exist amongst business owners about the protection afforded by their Trust.  She also knows what it takes to make sure the job is done properly.
• David Grindle.  David is a solicitor and director of WRMK Lawyers.  The landscape is changing with the sweeping changes proposed to Trust legislation – and David is well versed in what this means for business owners.  WRMK is involved with both attacking Trusts – and defending them – and he will share some wisdom and insight.   

This event will be held at the Elevate CA Limited offices in CBD Whangarei at 5:30pm on Thursday 11 September – and will run through to 7:30pm on the night.

As always for Business Owners Forum events, this session will be free of charge and completely free of sales pitches from the supporters or the panelists.  And there will be pizza, beer and wine to lubricate quality discussion.

Business Owners Forums are held monthly – alternating between Whangarei, Albany and Newmarket venues.

If you’d like to attend this event, email Fraser Hurrell before this event fills up.  And if you’d like to be included on the invite list for future events, just add your contact details in the box to the right.