Practical Professional Trusteeship 2019 - Trustee Decisions

Description

Managing and making decisions is the core role of a trustee.

Trustee decision-making can often involve challenges – balancing beneficiary interests, ambiguity and emotional stakeholders. The implications of a decision may not always be obvious for the trustee when the decision has to be made.

Trustees are aware that more significant or contentious decisions could be challenged by beneficiaries, often many years later

  •  How should professional trustees approach decision-making?
  •  What types of decisions need more care and attention?
  •  How can trustees mitigate potential risk in the decisions they make?

For any professional wanting to strengthen their trustee decision-making, this webinar will identify:

  •  What you need to be thinking about and doing when making decisions
  •  A structure to use for managing and making decisions
  •  How to manage decisions that are more significant in the life of a trust

The webinar content will raise awareness of the various types of decisions trustees must manage and will provide guidance on some of the challenges and pitfalls that can arise for any trustee when making decisions.

LEARNING OUTCOMES

This webinar will provide practical ways to assist professional trustees, advisers and administrators to:

  •  Identify common risks in trustee decision making
  •  Help categorise the types of decisions must make
  •  Implement processes to manage trustee decisions

SUITED TO

Accountants, lawyers, professional trustees, trust managers and professional advisers wanting a strengthen decision-making for themselves and their trust clients.

PRESENTER

Lindsay Pope, Principal, Trustee Support

 

 

 

1.25 CPD Hours

  • May 14
    Tue, 10:30 AM NZST - 11:45 AM NZST Online
    • $190.00 excl. GST

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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.