Trusts for New Practitioners and New Trust Lawyers 2017 – Part 1 (On Demand)


A Guide to Trusts for New Practitioners and New Trust Lawyers.

Trusts build upon a foundation of fundamental principles. This webinar takes us back to those principles and provides a summary of the key questions and elements which ought to be considered and assessed. The webinar is designed to be a guide for new practitioners and lawyers new to trusts by taking us through a case study, questions to ask, issues to consider, establishing the trust, and on-going obligations.

Using a case study this webinar will provide a step-by-step guide designed for new practitioners and lawyers new to trusts by covering the following topics:

  • Why does the client want a trust? 
  • Does the reason justify a trust? 
  • Important issues and questions to ask the clients before setting up a trust. 
  • Making sure the client understands what a trust is and the implications of creating a trust. 
  • Identifying the parties to the trust and explaining to the client their respective roles, duties and powers. 
  • Identifying the assets to be transferred to the trust and issues to consider before transferring assets to a trust. 
  • The lawyer’s duty of care when preparing a trust deed and their ongoing duties. 


A practical guide to setting up a trust for new practitioners and lawyers new to trusts.


New Lawyers and lawyers new to trusts, accountants, trustee companies, trust consultants, and legal executives who deal with trusts.


4 April 2017


Katherine Ewer, Principal, Katherine Ewer Tax & Trust & Dr. Maria A Pozza, Lane Neave


1 CPD hour

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $160.00 excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.