Description

The role of a trustee is commonly misunderstood. This webinar considers what the role of trustee entails, appropriate fees from the perspective of the trustee as well as that of trust settlors and beneficiaries and most importantly, the risk/ reward equation.

This webinar will consider the difference between trust administration and services trustees, the risks to trustees and matters to take into consideration when establishing the scope of trustee services and fees for trustee services.

Topics discussed include:

• the scope of trustee services
• trust administration
• trustee fees and expenses
• insurance
• suitable letters of engagement, and
• rights of indemnity

ORIGINAL BROADCAST DATE

24 May 2023

LEARNING OUTCOMES

This webinar will advise and inform attendees regarding the difference between trust administration and trustee services, appropriate fees and the role of the professional trustee.

SUITED TO

Lawyers, accountants, trustees and financial advisers.

PRESENTER

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited.