PLEASE NOTE NEW DATE: 12 AUGUST, 2:00 – 3:00 PM AND A CHANGE OF PRESENTER

When family trusts strike problems, risk increases, and it can become an emotionally challenging time for all concerned – trustees and beneficiaries alike.

Whether you’re a professional trustee or an adviser guiding trust clients, this webinar will recommend ways to avoid common trust problems and pitfalls involving:

• Managing beneficiary expectations
• Tough trustee decisions
• The release of trust information
• Challenging trust assets
• Forward planning in trusts

Lindsay will share practical strategies, ideas and insights from a close to 50-year background in professional trust services to help professionals:

• Optimise trust practices
• Strengthen their contribution in the role
• Unlock value in trust related services

Upon satisfactory completion of this activity, you will be able to:

• Intercept common problems and pitfalls
• Offer solutions and tools
• Guide co-trustees or client trustees

This course will be suited to:

• Professional trustees
• Professional advisers working with trust clients
• Trust Managers
• Trust administrators

Duration: 1.00 CPD hours (55 mins plus 5 mins Q&A)

PRESENTER

Vicki Ammundsen – Director and Notary Public – Vicki Ammundsen Trust Law Limited

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