Description

Professional trustees manage trusts and estates over long periods of time during which various transitions and events must be managed.

Some transitions and events can be planned for (e.g. new trust legislation) whereas others hit unexpectedly and without warning (e.g. Covid-19).

Covid-19 has potential to impact on all fronts - trustees, beneficiaries, trust investments, firms providing trust services, individual staff and their families.

While we grapple with a covid-19 environment, professionals can’t afford to drop the ball in their preparations for implementing the requirements of new trust legislation effective January 2021.

In this webinar, Lindsay Pope will share how using a more purposeful approach can significantly improve a professional trustee’s contribution at the table to:

• Manage stakeholder relationships and expectations more effectively
• Identify and mitigate common trustee and trust related risks
• Capture opportunities for new business and referrals

Lindsay will also take participants through case studies to highlight opportunities for front-footing engagement with trust stakeholders.

This will be a non-technical webinar, specifically focused on ways to respond to what is becoming an increasingly challenging trustee environment.

ORIGINAL BROADCAST DATE

12 May 2020

LEARNING OUTCOMES

Lindsay will lead a conversation to help attendees:

• Improve engagement with trust related stakeholders,
• Manage potential professional trustee risk, and
• Leverage opportunities to capture new business

in what are increasingly troubled times for professional trustees.

SUITED TO

This webinar is aimed at professional trustees, legal executives, trust managers and professional legal and accounting advisers advising trust clients.

PRESENTER

Lindsay Pope, Principal, Trustee Support Ltd