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Fiduciary Duties of a Trustee

  • Fiduciary Duties of a Trustee

    About the course

    The session is intended to provide a greater understanding of the responsibilities and duties of Trustees and raise awareness of the potential risks and pitfalls faced. These include personal obligations arising from specific legislation, and case law with pertinent examples. 

    Whilst the legal aspects based on case law and legislation (including the crown dependencies) are explored it is not intended to be overly “legalistic” and aims to provide a practical and pragmatic approach in the administration of trusts. 

    Course content

    Key areas discussed include: 

    • The three certainties
    • Validity of trusts
    • Sham trusts
    • Trustees personal responsibilities and liabilities
    • Types of Trust (including charitable and non-charitable)
    • Misuse of trusts
    • Reserved powers
    • Beneficiaries rights
    • Protectors
    • Acceptance of new business and take on of existing trusts
    • Record keeping
    • Letter of Wishes 

    Who the course is for

    This is an intermediary to advanced level course which builds on the knowledge gained from the Introduction to Trusts course. Ideal for administrators with a basic understanding and senior trust professionals looking to refresh and expand their knowledge.

    Course time - 9.30 AM TO 12.30 PM

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Tutor: Andy Webb

Cost: £125