Many professionals have turned their attention to practically implementing the requirements of the Trusts Act 2019 as professional trustees and for their client trustees.

No longer can professional trustees afford to take a technical and transactional approach to trusteeship.  As Lindsay sees it, modern trustees must adopt a more generative and qualitative approach.

With the obligations of the new Trusts Act in mind, Lindsay shares 8 practical ways professional trustees can improve their impact and reduce risk in the role.

That’s important when professional trustees are held to a higher standard of care.

In this webinar, Lindsay shares eight proven strategies and tools to improve performance:

• The professional trustee mindset
• Purposeful trusteeship
• The trust framework
• Policy and practices
• Managing beneficiary and stakeholder expectations
• Managing significant decisions
• Managing challenging situations
• Trusts and estate planning

Whether you are an experienced trustee, or new to the role, this webinar is an opportunity to reposition and refocus to a modern trusteeship approach in 2021.

Upon completion of this webinar, professional trustees and advisers will have specific ways to improve impact and lower risk in the professional trustee role, or in guiding trust clients.

Total CPD Hours: 1.25 (1 hour +15 mins. Q&A)

Suited to:
Members of professional firms who

• Act as a professional trustee
• Provide professional trust services
• Provide guidance to client trustees

PRESENTER

Lindsay Pope, Trustee Support Ltd

Lindsay Pope in based in Auckland and brings close to 45 years professional trustee experience to mentor, train and facilitate purposeful trusts and legacies for families, trustees, beneficiaries and their advisers.  Lindsay is the President of the Estate & Taxation Planning Council of NZ and serves as a trustee professionally.  You are welcome to connect with Lindsay or access further resources at www.lindsaypope.com.