Professional Trusteeship – Practical case studies and lessons for trustees

Description

When it comes to delivering practical content on trusts and estates, webinar attendees often ask for more case studies and war stories.

Lindsay Pope has heard that call.

Please join Lindsay as he reflects and shares some of the key experiences, stories, lessons and learning from a 45-year career in professional trusteeship.

This webinar will be delivered as practical cases and case studies from situations Lindsay has encountered, guided or reflected on as a professional trustee.

Each case or case study will be considered from the professional trustee chair and will include a summary of lessons, learning and suggested trustee best practice.

This webinar is specifically for busy for professional trustees and trust administrators seeking to:

  • Build awareness of potential risks and pitfalls
  • Identify good process to support their decision making
  • Identify potential best practices for professional trustees

Whether you’re advising trustees, developing in the trustee role, or wanting to hone your current trustee skills, this webinar provide practical insights and lessons that can easily be applied back on the job.

LEARNING OUTCOMES

The focus of this webinar is specifically on sharing lessons and learning from practical case studies to increase professional trustee awareness on:

  • Recognising challenging situations
  • Managing potential risk, and
  • Applying trustee best practices

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

SUITED TO

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

PRESENTER

Lindsay Pope, Principal, Trustee Support Ltd (www.lindsaypope.com)

 

1.25 CPD Hours

  • Nov 17
    Wed, 10:30 AM NZDT - 11:45 AM NZDT Online
    • $195.00 excl. GST

Coming Soon

All Coming Soon >>

One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.