Wednesday, 26 November 2025
Chair
Theresa Donnelly, Legal Services Manager, Perpetual Guardian
Description
Attend and earn 0.5 CPD hour
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Claims in Constructive Trusts
- How to create claims of a constructive trust
- How to resist claims of a constructive trust
Presented by Anthony Grant, Barrister, Paladin Chambers
Learning Objectives:
- Understand how and when constructive trust claims arise in the context of estate and elder law
- Identify strategies to establish or resist a constructive trust based on contributions, conduct, and expectations
Presenters
Theresa Donnelly, Legal Services Manager, Perpetual Guardian
Theresa Donnelly has a wealth of experience in elder law and trust related matters. Theresa graduated from Auckland University in 1992 and has over 30 years’ experience in private practice, government and in-house Legal. Theresa is currently the Legal Services Manager at Perpetual Guardian, and formerly Public Trust (Team Leader) and the Ministry of Social Development, where she was (lead Senior Public Law Team). She is a regular presenter and speaker for professional groups such as Legalwise, NZLS/CLE, TLANZ, CCH and other professional organisations.
Anthony Grant, Barrister, Paladin Chambers
Anthony is a barrister with a practice throughout New Zealand. He primarily practices in Trusts, Equity, Wills, Estates and relationship property. He is one of the Country’s most experienced barristers in these areas of the law. He is a well-known author of articles and presenter at seminars on these topics. For details of them click on the page “Trusts” on this website. He is a member of STEP (the International Society of Trust & Estate Practitioners) and The Law Association. He has spoken on developments in the law of trusts at the Law Association’s annual Cradle to Grave Conference for 18 years. He accepts appointments to act as a Trustee if he believes he can assist a Trust to be managed more effectively. For details of this services see the page “Services” on this website. He appears in the higher courts in New Zealand, in mediations, and provides advice and strategic guidance to clients. During the course of his career he has conducted many cases involving other areas of the law including Company law, Securities law, Intellectual Property law, Land law, Contract and Tort. He believes that a good understanding of these and other laws is helpful for the creation of strategies that will best achieve a client’s objectives.
