Events, Courses & Seminars

Effective trust admin part 2

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Location: Upper Hall, Loch Promenade Church, Douglas.

This course is taught by Jo French and is with coffee and registration from 12.45 pm. The course covers:

- Trust formation checklist - dangers and pitfalls!

- Trustees' duties and investments

- Creating an effective Trustee investment checklist

- Ensuring effective management and control offshore

- Dealing with the problem of Settlor involvement

Pricing Details