Family Trust or Family Distrust? Rethinking The Trust-Beneficiary Relationship (live webinar)

Price excludes GST. Broadcast Date: 5 August 2026 (10-11am)

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Rethinking the Trustee-Beneficiary Relationship

 


No trustee wants to be sued by a beneficiary.

 

When a Trustee-Beneficiary relationship breaks down and a beneficiary becomes disgruntled, they can turn on their trustee. Emotions run high, relations become strained and things start to feel very personal for a trustee.

 

The Trustee-Beneficiary relationship is an extremely complex relationship. When trustees are accountable to beneficiaries, trustees need to be on top of their game.

 

The traditional prescriptive top-down controlling trustee approach to beneficiary relationships, often no longer works in a modern trust and estate setting.

 

So what can a trustee do to avoid such situations arising?

 

And with more intergenerational wealth transferring in trust, how can trustees help beneficiaries live well with a trust in their lives?

 

There is another choice for trustees involving a more purposeful style of trusteeship and beneficiary care.

 

In this webinar, Lindsay will take a deep dive into the Trustee-Beneficiary relationship and provide ways for improving both the trustee and beneficiary experience.

 

Whether you’re an estate planner, trustee or a professional adviser to trust clients, this webinar will share practical ways to strengthen Trustee-Beneficiary relations.

 

The webinar will include a high-level look at:

 

  • The importance of the beneficiary experience
  • Where problems arise and how to avoid them
  • Trustee accountability to trust beneficiaries
  • A way for trustees to derisk the beneficiary relationship with a modern style and approach
  • Managing and resetting beneficiary expectations
  • Optimising Settlor wishes and guidance
  • The trustee value proposition

 

Lindsay will share stories and practical strategies, ideas and insights from his 50-years professional trust services to help professionals:

 

  • Reduce beneficiary relationship challenges
  • Optimise their trust practice and service
  • Strengthen their trustee contribution
  • Unlock value in trustee and trust services

 

Upon satisfactory completion of this activity, you will be able to:

 

  • Identify ways to improve your value as a trustee
  • Intercept common relationship pitfalls and risks
  • Provide practical solutions to guide trustees, beneficiaries and trust creators if relationship challenges arise

 

This course will be suited to:

 

  • Estate Planners
  • Trustees
  • Professional advisers for trust clients
  • Trust Managers
  • Trust administrators

 

 

CPD Hours: 1.00 including Q&A

 

 

PRESENTER

 

Lindsay Pope

Lindsay is a longtime adviser, speaker, and thought leader in the areas of trusteeship, legacy, estate planning, and intergenerational wealth.  He has spent decades helping trustees, beneficiaries, families, and advisers think more deeply about the role of trusts, trustee conduct, and the long-term impact fiduciaries have on both family wealth and the family experience.