Join our comprehensive “Train the Trustee” webinar designed for newly appointed trustees, those considering taking on the role, or individuals looking to understand the responsibilities of a trustee. This webinar aims to demystify the role of a trustee and equip you with the knowledge and skills needed to manage a trust effectively.
Key Takeaways:
- Understanding the Role: Learn the legal and ethical duties of a trustee, including the importance of the trust document, the trustee’s role in managing assets, and the expectations of beneficiaries.
- Asset Management: Gain insights into the financial aspects of a trust, including investment strategies, asset distribution, and tax implications.
- Legal Compliance: Stay informed about the legal requirements and potential liabilities you face as a trustee, and how to conduct trust affairs in full compliance with the law.
- Communication Strategies: Develop effective communication skills to interact with beneficiaries, co-trustees, and professional advisors.
- Problem-Solving: Explore common scenarios faced by trustees and engage in problem-solving workshops to prepare for real-world challenges.
- Trust Administration: Learn the practical aspects of trust administration, including record-keeping, reporting, and decision-making processes.
Register today to secure your foundation in trust management and ensure you’re ready to serve as an effective and informed trustee. Click the link provided below to register.
