Special Edition Webinar: The "risks" of being a Trustee
In your professional role you will be frequently asked to act as a trustee, or to assist in the management of a trust. How well do you really understand what is being asked of you and the potential risks that you are being exposed to?
Description
In your professional role you will be frequently asked to act as a trustee, or to assist in the management of a trust. How well do you really understand what is being asked of you and the potential risks that you are being exposed to?
Join legal expert Denham Martin as he discusses the role professionals play as trustees and in particular the associated risks.
In this webinar Denham will cover:
- The "professional role" when acting as trustee
- Identifying your potential risks
- Preparing a checklist of reporting obligations
- Understanding your liability
- Liability protections
- Charging as a trustee
- Corporate trustees
CPD Hours and Recordings
1.5 CPD hours
Who should attend?
This webinar is aimed at Senior/Partner level
Presenters
Denham Martin
Director, Denham Martin Tax Law
Denham has for over 35 years specialised in advising on all aspects of tax and trust law (including the laws applying to charities). He has been a principal and consultant with major law and accounting firms in New Zealand and Australia and the principal of his own specialist tax and trust law practices. Denham has published widely on tax and trust law topics and has considerable experience and success in assisting clients and their advisers in resolving contentious issues and disputes with regulators and other claimants.