Trust Overview Webinar
on April 28, 2022 / by Jen Ruffley
Ingham Mora’s Trust Manager, Jen Ruffley hosted a webinar on Trust Overview for 2022.
The webinar covered:
1. Recap on the Trusts Act
2. Review of Trust deed and necessary variations
3. Disclosure of basic trust information and requests for trust information from beneficiaries
4. Trustee Incapacity
5. Succession of trustees and power of appointment
6. Importance of reviewing Wills and POAs
7. Memorandum of Wishes
8. Winding up Trust
9. Advantages of the independent trustee