Master the core responsibilities, decision-making strategies, and best practices for effective and purposeful trusteeship.
It’s often hard to pinpoint clearly defined best practices for professional trusteeship.
In fact, few professional advisers are trained before being asked to take on a professional trustee role.
Often, learning the trustee craft becomes an on the job process.
For today’s busy professional serving as trustee, how do you build awareness of best practices to maximise value, improve outcomes, and reduce potential risk?
If you’re a professional serving as trustee, or are new to the professional trustee role, this webinar will provide guidance on best practices for:
Lindsay will take a practical deep dive into the mindset and practice required of a modern Professional Trustee. He will share insights, learning and his top tips best practices from a career spanning 45 years in professional trust services.
This webinar is a must for any professional wanting to:
This course will be suited to:
TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
Independent Adviser to Families and Trustees
Lindsay provides independent advice to professional advisers, private families and trustees on trust governance and transitioning intergenerational wealth. He serves as President of the Estate & Taxation Planning Council of New Zealand and as Dean of the Trustscape with the Purposeful Planning Institute in the USA.
