How to create a legacy
Lindsay Popetrusteeship, professional trustee, trustee, best practice, trustee fees, trustee charges, trust administration, beneficiary, Legacy, legacy planning
Decision time. In or out?
Be courageous!
Trusteeship often involves ‘courageous conversations.’..
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A new Trusts Act for NZ
The New Zealand Government passed a new Trusts Act 2019…
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Trust good practice webinar
A challenge for many trustees is knowing what good practice…
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Rethinking settlor wishes
It’s time to change our thinking on trust creator wishes.
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Work to a defined standard
Some time ago I asked professional trustees what they saw as.…
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Distressed trusts & trustees
In helping advisers unlock commercial value and lower risk…
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Trustee Information Packs
The terms for governing a trust are set out in the trust deed…
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Choose to be prudent
Sometimes we’re asked to step up to the plate and do…
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Keeping trustees on track
One challenge for trustees serving across many trusts, is…
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Weed out the black sheep
Many professional trustees don’t charge what their services…
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Trustee / beneficiary relations
One of the biggest risks for trustees is often seen to be a …
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Getting things to change
A question I’m often asked is “How do I tell my trust clients…
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Trustee forward planning
A professional trustee recently explained the challenges…
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Trustee tax obligations
Inland Revenue recently highlighted the importance of…
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Tough trustee decisions
Trustees have decision making roles and some decisions…
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Know your trust deed
I get to review a lot of trusts in my work and the starting point…
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Reset your trust service
Professional trustees tell me that one of the big challenges is …
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Keep your ducks in a row
A relative recently encountered a problem as a Trustee of…
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