Description
Purchase this 2 Part webinar series as package and save 10%.
Valued at $390+gst, you get both webinars for just $351+gst.
Trusts for New Practitioners and Practitioners New to Trusts 2026 – Part 1
Tues 19 May, 2.30pm - 3.30pm
New to trusts or trust law? Join this practical, case study–based webinar for a step by step guide to advising clients, asking the right questions, and understanding how trusts are established, structured, and used to protect assets
This webinar is aimed at new practitioners and practitioners that are new to the law of trusts, by working through a case study. Together, we will go through questions to ask the client, issues that we need to consider, elements involved in establishing the trust, and the on-going obligations that trustees need to bear in mind.
Using a case study, we provide a step-by-step guide on the pertinent questions we will need to ask ourselves (and our client) whether trust ought to be established and if so, then what can the trust protect.
specifically we will be asking:
- Why does the client need a trust?
- Issues and questions that we will need to raise with the client before setting up the trust;
- Establishing that the client understands what a trust is , how it works and what it means for the client;
- Identifying the trustees, beneficiaries, settlors involved in the trust and explaining to the client what these roles, duties and powers mean and how they work within a trust; and
- Clearly articulate from our client which assets they wish to transfer to the trust, and issues to consider before transference is undertaken
LEARNING OUTCOMES
A practical guide to setting up a trust for new practitioners and practitioners new to trusts.
SUITED TO
New practitioners and practitioners new to the field of trust law, tax, duties, obligations, and powers. Practitioners includes lawyers, accountants, trustee companies, trust consultants.
PRESENTERS
Dr Maria A Pozza Director-Lawyer of Gravity Lawyers
Dr Maria is the Director of Gravity Lawyers and deals with a variety of corporate and commercial law and regulatory compliance. Trusts law comes up all the time in her practice and she works closely with Bethan.
Bethan Read, Special Counsel, Morris
Bethan is special counsel at Morris and leads the firm advisory team. Bethan has specific expertise in the law of trusts law and holds a STEP Advance Certificate in Trust Disputes.
Trusts for New Practitioners and Practitioners New to Trusts 2026 – Part 2
Wed 27 May, 10.30am - 12.00pm
Following the first webinar, this webinar considers the drafting of the trust deed and takes practitioners through critical elements that must be considered when drafting that include:
- The trustees, their powers, duties and role;
- Beneficiaries, discretionary and final;
- Powers of appointment and removal;
- The ways of transfer to assets (sale or gift, for example);
- Other related documentation to have on your radar when drafting and setting up a trust such as the Sale and Purchase Agreement, Deed of Gift/Deed of Acknowledgement of Debt, e-dealing requirements and trustee resolutions;
- Other critical elements pertinent to ensuring the longevity and flexibility of the Trust Deed.
The aim of this webinar is to provide a simple and clear framework that provides practitioners with the skills and tools they need to navigate this complex area of law.
LEARNING OUTCOMES
A practical guide to drafting the trust deed for new practitioners and practitioners new to trusts.
SUITED TO
New practitioners and practitioners new to the field of trust law, tax, duties, obligations, and powers. Practitioners includes lawyers, accountants, trustee companies, trust consultants.
PRESENTERS
Dr Maria A Pozza Director-Lawyer of Gravity Lawyers
Dr Maria is the Director of Gravity Lawyers and deals with a variety of corporate and commercial law including regulatory compliance. Trusts law comes up all the time in her practice and she works closely with Bethan.
Bethan Read, Special Counsel, Morris
Bethan is special counsel at Morris and leads the firm advisory team. Bethan has specific expertise in the law of trusts law and holds a STEP Advance Certificate in Trust Disputes.
Please note you can purchase these webinars individually.
Click here to view Webinar 1
Click here to view Webinar 2