Best practices for improving professional trustee value and impact
It is not uncommon for advisers to find themselves in the role of professional trustee with limited skills and training. The training available has historically often been centered on topical technical matters or issues.
No longer can a professional trustee afford to take a transactional approach to trusteeship. Trustees must be diligent – that means thinking about and doing the right things.
This webinar is specifically for busy professionals who want a practical tune-up on the practical basics of professional trusteeship to:
Professional trustees get held to a higher standard of care, so must be on top of their game. In this webinar Professional Trustee Tune-up 2021 – Part 1 Lindsay will cover:
Lindsay will deliver Professional Trustee Tune-up 2021 – Part 2 on 12 May 2021.
Whether you’re new to trusteeship, developing in the role, or just need to hone your trustee skills, this webinar series will set out what’s required to position you for success in 2021.
Lindsay will share practical best practices, ideas and lessons from over 40-years in professional trusteeship.
14 April 2021
The focus of this webinar is specifically on practical ways to improve professional trustee capability to:
This will be a non-technical webinar, specifically focused on ways to respond to what is becoming an increasingly challenging trustee environment.
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