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:
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.
12 May 2020
Lindsay will lead a conversation to help attendees:
in what are increasingly troubled times for professional trustees.
This webinar is aimed at professional trustees, legal executives, trust managers and professional legal and accounting advisers advising trust clients.
Lindsay Pope, Principal, Trustee Support Ltd
1.25 CPD Hours