Course description
Trustees need to be changed for a variety of reasons. Being able to advise and guide trustees and beneficiaries through the myriad of options is not always straightforward.
Presented by expert solicitor Julie Bell, this virtual classroom seminar will examine the problems and pitfalls of appointing and removing trustees and is recommended for private client practitioners who are new to trusts or who would benefit from a refresher.
Find out what options are open to trustees and beneficiaries, whether mistrust of the trustees is enough to justify removal, and when you should use the court route. The cost consequences of going to court will also be explored, along with what protection a retiring trustee needs, and what happens when the appointment or retirement is invalid.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Trustees need to be changed for a variety of reasons. Being able to advise and guide trustees and beneficiaries through the myriad of options is not always straightforward.
Find out:
- What options are open to trustees?
- What options are open to beneficiaries?
- Is mistrust of the trustees enough to justify removal?
- When do you use the court route?
- What are the cost consequences of going to court?
- What protection does a retiring trustee need?
- What happens when the appointment or retirement is invalid?
This new virtual classroom seminar will examine the problems and pitfalls of appointing and removing trustees and is recommended for private client practitioners who are new to trusts or who would benefit from a refresher.
What You Will Learn
This live and interactive session will cover the following:
- Problems encountered by practitioners
- Options for appointment and removal
- Removing a trustee lacking mental capacity
- Who is your client?
- Protecting your client
- Transfer of assets on appointment/retirement
- Recent case law
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...