This webinar will explore the challenges trustees can face when trusts become involved in disputes or litigation, and how trustees can approach decision-making in a way that is considered, well-governed and defensible. It will cover the role of independent and professional trustees, practical considerations around managing risk and liability, and the options available to trustees when difficult decisions arise.
The session will also consider practical ways trustees can protect themselves and navigate their role through to resolution or, where appropriate, exit.
Learning Outcomes
- Understand the key considerations for trustees when navigating disputes and litigation.
- Identify practical approaches to robust trustee decision-making and good governance.
- Recognise the importance of appropriate advice and support for independent trustees.
- Understand the options available to trustees to manage risk and protect themselves.
- Consider appropriate strategies for trustees where continuing in the role becomes difficult.
Who Should Attend?
Trust lawyers, private client lawyers, estate planning practitioners, professional and independent trustees, trustee companies, accountants and other advisers involved in trust administration, governance or litigation.
Presenter
Theresa Donnelly | Head of Legal, Perpetual Guardian
