The role of a trustee is commonly misunderstood. This webinar considers what the role of trustee entails, appropriate fees from the perspective of the trustee as well as that of trust settlors and beneficiaries and most importantly, the risk/ reward equation.
This webinar will consider the difference between trust administration and services trustees, the risks to trustees and matters to take into consideration when establishing the scope of trustee services and fees for trustee services.
Topics discussed include:
24 May 2023
This webinar will advise and inform attendees regarding the difference between trust administration and trustee services, appropriate fees and the role of the professional trustee.
Lawyers, accountants, trustees and financial advisers.
Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited.
1.5 CPD Hours