The Trusts Act 2019 introduced a new presumption that trustees will give basic trust information to every beneficiary. The basic trust information is:
However, disclosure raises wide-ranging issues regarding the due and proper administration of trusts, trustee privacy and fishing expeditions.
This webinar will consider:
Practical examples will be provided by reference to cases including:
Attendees will learn the adviser obligations under the Trusts Act 2019 and how compliance with these obligations should be effected and recorded.
This webinar is targeted at all practitioners at all levels with an interest in trust law but will be of particular interest to practitioners who advise clients who are establishing new trusts.
Vicki Ammundsen, Director, Vicki Ammundsen, Trust Law Limited
1.25 CPD Hours