The Law Association of New Zealand



Establishing a Trust – The Dos and Don’ts

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Establishing a trust involves much more than preparing a trust deed. This webinar will explore the practical dos and don’ts of setting up a trust, including when a trust is appropriate, documenting settlor intentions, selecting trustees and beneficiaries, and planning for future events such as incapacity, relationship changes, and succession. 

We’ll also discuss key governance considerations under the Trusts Act and highlight common pitfalls that can impact a trust’s long-term effectiveness. 

Join us for practical guidance on getting the foundations right from the outset.

Learning Outcomes

  • Understand when a trust is an appropriate planning tool.
  • Learn the key considerations when appointing trustees, beneficiaries, and decision-makers.
  • Identify common pitfalls and governance issues under the Trusts Act.
  • Gain practical tips for establishing a trust that supports long-term objectives.


Who Should Attend?

Lawyers, accountants, financial advisers, trustee professionals, and anyone involved in trust establishment or estate planning.


Presenters

Theresa Donnelly | Head of Legal, Perpetual Guardian
Sarah Bull | Special Counsel, McVeagh Flemming


Theresa Donnelly

Theresa graduated from Auckland University in 1992 and has a wealth of experience in Elder Law and Trust-related matters. Theresa was formerly from Public Trust (Senior Solicitor and Team Leader) and the Ministry of Social Development where she was lead Senior in the Public Law Team, working with Parliamentary Counsel, Older People’s Policy and the Office of Senior Citizens. Theresa worked on the 2017 changes to the EPA forms. She is a regular presenter to professional groups such as TLANZ, NZLS, CCH, STEP, and Legalwise, and is known for her practical approach.

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Sarah Bull

Sarah Bull is a Partner at McVeagh Fleming and a highly experienced private client lawyer with more than 12 years' experience advising individuals, families, trustees, and business owners. Since graduating with her law degree in 2010, she has built a strong reputation for delivering practical, commercially focused legal advice that helps clients protect their assets, plan for the future, and navigate significant life events with confidence.

Sarah specialises in succession planning, estate planning, asset protection, and trust law. She works closely with clients to develop tailored solutions that reflect their personal circumstances, family dynamics, and long-term objectives. Whether assisting with complex trust structures, preparing wills and enduring powers of attorney, or advising on estate administration and relationship property matters, Sarah is committed to providing clear, pragmatic guidance that clients can easily understand and act on.

Known for her approachable manner and client-focused approach, Sarah takes the time to build lasting relationships and ensure clients feel supported throughout the legal process. She understands that many private client matters arise during periods of significant change and is passionate about helping individuals and families make informed decisions while achieving the best possible outcomes.

Sarah was admitted to the McVeagh Fleming partnership in August 2026, reflecting the confidence and respect she has earned from clients and colleagues alike, as well as her commitment to delivering exceptional client service and contributing to the firm's continued success.

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Details

Pricing Details

Ticket Price

Member: $120 plus GST
Non-Member: $170 plus GST




Busy schedule? No problem.
Our CPD webinars are recorded and available On Demand – offering the same CPD credit as attending live, with flexible access designed to fit your schedule. If you miss the livestream, don’t worry – you’ll receive access to the On Demand recording so you can catch up anytime. 

Click here to explore our extensive On Demand catalogue.


Registration

Registration Close Date

02/12/2026
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