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Recorded Webinars

Recorded Webinar: I Owe You Nothing! The Fallout from Naaman v Jaken and Its Implications for Succession Planning

Does a successor trustee owe fiduciary duties to a former trustee in relation to the former trustee’s right of indemnity from trust assets? This long-debated question has finally received a clear answer from the High Court in its landmark decision in Naaman v Jaken Properties Aust
PRESENTED BY Paige Edwards Partner - AJ & Co Lawyers , Brisbane

Date/Time

About the Webinar

Does a successor trustee owe fiduciary duties to a former trustee in relation to the former trustee’s right of indemnity from trust assets? This long-debated question has finally received a clear answer from the High Court in its landmark decision in Naaman v Jaken Properties Australia Pty Ltd [2025] HCA 1. While the ruling settles the legal question, the practical implications for trustee succession are far from straightforward. This session examines:

  • The High Court’s reasoning in Naaman, including a deep dive into the contrasting views of the majority and the separate judgments of Gordon, Edelman and Steward JJ
  • What the decision means for fiduciary obligations between incoming and outgoing trustees
  • How the ruling narrows the legal protections available to departing trustees
  • Practical strategies for practitioners to mitigate the risks now posed by successor trustee appointments

Presented By

Paige Edwards
Partner, AJ & Co Lawyers Brisbane, Qld

Paige is a Partner in the Private Advisory and Estates team and a Queensland Law Society Accredited Specialist in Succession Law.

Paige specialises in complex estate planning for high net worth individuals with complex entity structures, including preparation of traditional estate planning documents, but also providing advice for succession of control of entities and protection from litigation risk.

Paige has a particular focus on trusts, including charitable trusts, superannuation funds, and family trusts. She offers guidance to trustees in fulfilling their obligations, assisting with applications for Court directions, trust deed rectifications, and resolving issues related to lost trust deeds.

Paige’s diverse client base includes individuals from varied backgrounds, professional trustee companies, other law firms, charities, government bodies, accountants, and financial advisors. She is frequently invited to present externally on topics related to her core practice areas.

Who Should Attend?

This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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