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Umbrella Law - Advice Compliance Training

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Umbrella Law offers and provides legal services across a range of areas of expertise to individuals, trustees, businesses (including other law firms) and community organisations.

High quality, timely legal services are delivered with a view to assisting clients, facilitating solutions to their issues and/or developing their options or opportunities. Further, Umbrella Law seeks to anticipate future client needs by keeping abreast of the latest developments in best practice and legislative and policy changes; whilst maintaining a current understanding of client's individual/business circumstances and/or work.

Our key services include:

  • Advice and requisite documentation to achieve and/or maintain (legal) compliance
  • Development of compliance programmes
  • Training to meet legal (compliance) requirements
  • Reviews to determine effectiveness of compliance
  • Trusts
  • Wills
  • Ordinary Powers of Attorney and Deeds of Delegation
  • Enduring Powers of Attorney
  • Relationship Property advice and agreements
  • Independent legal advice and opinions
  • Review of contracts, templates and precedents
  • Written and oral submissions on consultative and legislative documents
  • Short term contracts and projects – particularly related to development and implementation of new (legal) requirements

For more see Our Services

Sarah Parsons, Lawyer

Director, Umbrella Law Limited

LLM, BA, TEP


 

Working for clients in New Zealand - particularly Lower Hutt & Wellington.

 

Sarah has been in practice since June 1998. She has experience in private legal practice, public sector and in-house roles that have involved a wide variety of subject matter, issues and skills. Her most recent position was six years at Trustees Executors Limited as Risk & Compliance Manager (which included being the AML/CFT Compliance Officer). 

 

Sarah is a member of the Society of Trust and Estate Practitioners (STEP) and the Association of Certified Anti-Money Laundering Specialists (ACAMS). She is a co-author of the latest editions of Nevill's Wills Drafting Handbook and Nevill's Trust Drafting Handbook.  In October 2014, Sarah presented a New Zealand Law Society webinar Trusts: compliance and risk.