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

Lindsay Pope, Trustee Support Ltd
With extensive trust experience, Lindsay helps families of substance, and their professional advisers respond to the challenges of transitioning wealth and governing trusts. Please feel free to contact Lindsay if you or a client would benefit from practical guidance on a trust related matter.