Скачать или смотреть Webinar Preview: What a Trustee Should Know Before Agreeing to Act

Preview of a training webinar for lawyers on items a person should consider before agreeing to take office as trustee.



Topics will include:
Eligibility and competence
Trust Deed – type of trust; exoneration clause; remuneration clause
Will you be able to act with the other trustees?
Minutes – has the trust been run correctly? Are there any breaches of trust?
Accounts – has the fund been used correctly? Is all tax due paid up to date and on time?
Trust investment – has the fund been invested appropriately?
Delegates – are you happy with the services of any firm to which roles have been delegated e.g. accountant, wealth manager


Click here for more information: https://www.legalfutures.co.uk/produc...