23 Professional Trustee Best Practice (Webinar Recording)
excl. GST - Broadcast Date: 14 November 2023
| Quantity |
Product Description
It’s often hard to pinpoint clearly defined best practices for professional trusteeship.
In fact, few professional advisers are trained before being asked to take on a professional trustee role. Often, learning the trustee craft becomes an on the job process.
For today’s busy professional serving as trustee, how do you build awareness of best practices to maximise value, improve outcomes, and reduce potential risk?
If you’re a professional serving as trustee, or are new to the professional trustee role, this webinar will provide guidance on best practices for:
• Improving trustee diligence and reducing risk
• Improving commercial value in trust services
• Managing the resetting of expectations with co-trustees and trust beneficiaries when things need to change
Lindsay will take a practical deep dive into the mindset and practice required of a modern Professional Trustee. He will share insights, learning and his top tips best practices from a career spanning 45 years in professional trust services.
This webinar is a must for any professional wanting to:
• improve their thinking and contribution in the trustee role, and
• benchmark their existing trustee practices.
Upon satisfactory completion of this activity you will have identified:
• A framework for helping articulate the value of a professional trustee
• Areas of focus for trustee best practice
• Opportunities for setting expectations in new or existing trusts
Total of CPD Hours: 1.25 (1 Hour 15 min)
This course will be suited to:
• Professional Trustees
• Trust advisers and professional advisers providing advice and guidance to trust clients
• Trust Administrators
PRESENTER:
Lindsay Pope
Lindsay independently advises professional advisers and private clients on governing trusts and transitioning family wealth. Lindsay is President of the Estate & Taxation Planning Council of New Zealand and is well placed to advise on the challenges of intergenerational transitions with trusts. You are welcome to connect or access further resources at www.lindsaypope.com.