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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?

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