In this webinar, Lindsay returns to share his top recommendations from consulting to professional firms and private families on how best to practically respond to the obligations of the new Act.
This webinar is specifically for professionals acting as trustee, offering trust services, or advising trust clients.
In an increasingly transparent trustee environment, Lindsay will provide practical suggestions on how to practically leverage
the Act with:
- Settlors, and
- Trust clients
If you are a busy professional working in the trustee space, this webinar is a chance to do a final sense check before the
Trusts Act goes live in early 2021.
Upon completion of this webinar, professional firms and advisers will have specific ways to improve their impact:
- With initiating conversations on trustee matters
- In reducing professional and client trust risk
- Strengthening trust governance
Total CPD Hours: 1.25
Suited to members of professional firms who:
- Act as a professional trustee
- Provide professional trust services
- Provide advice to client trustees
Lindsay Pope, Trustee Support Ltd
Lindsay consults to professional firms and advisers who are looking to implement solid processes and plans to reduce
professional risk and unlock commercial and client value in trust and estate planning services.
He speaks, authors and mentors on good trustee and beneficiary practice and brings over 40 years’ experience to helping
trustees improve their contribution in the role.
Lindsay is the President of the Estate & Taxation Planning Council of NZ and serves as a trustee professionally.
- 3 November 2020
10:00 am - 11:15 am