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:
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.
This webinar will provide practical ways to assist professional trustees, advisers and administrators to:
Accountants, lawyers, professional trustees, trust managers and professional advisers wanting a strengthen decision-making for themselves and their trust clients.
Lindsay Pope, Principal, Trustee Support
1.25 CPD Hours