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

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