Navigating Trustee Change with Confidence - A Practical Guide

Introduction

Trustee changes can create complex legal and practical challenges that are easy to overlook.

This new virtual classroom seminar explores what happens when trustees are replaced or retire, focusing on the key legal considerations and real-world implications involved.

Designed for lawyers and professionals working with trustees, it equips you with the knowledge needed to confidently navigate the process and avoid common pitfalls.

Register today to ensure you fully understand the legal framework and can effectively manage trustee transitions in practice.

What You Will Learn

This live and interactive course will cover the following:

• Key considerations in drafting trustee change deeds
• Drafting indemnities on the change of trustees
• Negotiating trustee change documents
• Retitling underlying assets
• Updating the Trust Register and CRS and FATCA obligations
• Handing over books and records

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.