Agenda
The Importance of a Professional Trustee
- Why your clients needs a Professional Trustee – the implications:
- Tax
- Divorce
- Care
- How to appoint Trustees
What’s involved?
- What the Trust Administration process involves
- When and why should Trustee meetings be held
- What happens at a Trustee meeting
- Types of Meeting
- Death of a Settlor
- Sale and/or purchase of properties
- Removal of a restriction
- RNRB
- Family conflict – mediation and resolution
The Practicalities
- The Process using CTT Legacy
- Related services we offer
- Probate
- Property sales & purchases
- Accountancy
- Real Life case studies
- What’s in it for me?
