Improving Professional Trusteeship 2018 - 6 November 2018 (On Demand)

Description

Reviewing and optimising tired trusts.

“Tired trusts” are trusts that need attention because the haven’t been run as well as they could or should be.

Examples include trusts a professional trustee feels disconnected from or trusts that have been drifting and languishing due to other pressures.

In other words, tired trusts often aren’t getting the attention they deserve.

Being able to quickly review a trust, understand the position, and take the necessary corrective action is a key skill for professional trustees and advisers.

When you know the current position, it’s easier to identify and intercept potential issues or problems that could come back to bite the trustees, beneficiaries or clients.

The starting point is always to get the right view.

  •  What things should you look for? 
  •  What are common issues or gaps? 
  •  How do you charge for a trust review? 

This webinar builds on Lindsay Pope’s popular Professional Trustees - Optimising your trust services webinars and takes a deeper dive specifically into the process he recommends for reviewing existing trusts.

Having reviewed, many trusts over a career spanning 40 years in professional trust services, Lindsay will take you through the process he uses for reviewing:

  •  The terms of engagement 
  •  The trustee relationships 
  •  The trust property under management 

and share common issues and problems he sees to help professional trustees and advisers ask better questions and be more vigilant.

This webinar is a must for all professional firms and trust companies wanting to strengthen existing trustee appointments or serve trust clients better.

LEARNING OUTCOMES

This webinar will provide a practical process for reviewing trustee appointments to enable professional trustees and advisers:

  •  Identify common issues and problem areas in trusts
  •  Improve the standard of trusteeship delivered
  •  Reduce professional risk
  •  Serve trustee clients better

DATE OF ORIGINAL BROADCAST

6 November 2018

SUITED TO

Accountants, lawyers, professional trustees, trust managers and professional advisers wanting a strengthen their trust review process to intercept potential issues, improve value delivered or reduce professional risk.

PRESENTER

Lindsay Pope, Principal, Trustee Support Ltd

 

 

1.25 CPD Hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $190.00 excl. GST

Coming Soon

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants that do not log into the live webinar are automatically sent a recording either later the same day or early the next business day.

If you did log in and wish to view again simply drop us a line at NZ‑learning@wolterskluwer.com and we’ll be happy to send it to you via email.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.