Explore the Special Trust Adviser role under the Trusts Act 2019, learn practical applications, and uncover opportunities for professional advisers in trust governance.
The Special Trust Adviser role was created in the Trusts Act 2019 and replaces the role formerly known as Advisory Trustee. It is a role with potential that has never been fully maximized in New Zealand.
What is a Special Trust Adviser? How does the role practically work? What opportunities exist for professional advisers in the modern trust landscape?
The Special Trust Adviser provides an opportunity for advisers to assist client trust governance without the onerous fiduciary obligations and risks associated with professional trusteeship.
In this practical webinar, Lindsay Pope will unpack the Special Trust Adviser role and share ways this underused role can be integrated into a professional advice setting.
The webinar will highlight:
For professional advisers who do not wish to take on professional trustee appointments, the Special Trust Adviser role may be a new commercial opportunity for providing guidance and advice to trustees and clients.
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Suitable for: Professional accounting and legal advisers, professional trustees.
TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
Independent Adviser to Families and Trustees
Lindsay provides independent advice to professional advisers, private families and trustees on trust governance and transitioning intergenerational wealth. He serves as President of the Estate & Taxation Planning Council of New Zealand and as Dean of the Trustscape with the Purposeful Planning Institute in the USA.
