Trust Series 2023 - Benchmarking – trustee fees and services - 24 May 2023 (On Demand)


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:

  • the scope of trustee services
  • trust administration
  • trustee fees and expenses
  • insurance
  • suitable letters of engagement, and
  • rights of indemnity


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

  • On Demand Event
    • $215.00 excl. GST
    Complete online in your own time (Self-paced)
    • $215.00 excl. GST

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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.


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‑ to confirm eligibility.