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Trusts 2018: All Things Trustee


Trust law is rapidly changing – Confirm your current level of understanding of all things Trustee related and keep up to date with current trust issues and developments.

Content Description

Do I want to be / remain a trustee?

Trustee incapacity / Trustee Liability / What are the risks for Trust Advisors?


Trustees act personally which means that each trustee appointment needs to be assessed and the relative risks determined as the assets of the trust and needs/wishes of beneficiaries change. It is also important to regularly review each trustees fitness to act.


Learning Outcomes

Upon satisfactory completion of this webinar series you will be able to:

  • Identify factors to take into consideration when determining whether a trustee appointment should be accepted / retained
  • Recognise the risks associated with being a trustee and how these arise
  • Appreciate and assess advisor risk by reference to the Trusts Bill and recent case law

Benefit

Trust law is rapidly changing – this webinar will confirm your current level of understanding of trust law and to ensure currency of your knowledge going forward, in particular relation to trustee incapacity, liability and risks for trust advisors.

Vicki Ammundsen is a director at Vicki Ammundsen Trust Law Limited and is a trust practitioner whose approach to trust law is practical, but founded on a good understanding of tax law and trust law principles.

Vicki is the author of texts including Taxation of Trusts, The Trustees’ Handbook, Trustee Liability: What Every Trustee Needs to Know.

Through carefully considered trustee appointments, Vicki also has an appreciation of the realities of being a trustee.


EVENT DETAILS


Topic: Business Mindset, Ethics & Integrity

Sub-Topic: Governance, Solve Problems

Format: Recorded Webinar

Proficiency Level: Intermediate

CPD: 1.5 hours