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:

• Distinctions between Special Trust Adviser and Professional Trustee roles
• Practical ways Special Trust Advisers can strengthen trust governance and planning
• Opportunities for providing Special Trust Adviser services commercially
• Tips for working with Special Trust Advisers

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.

Suitable for: Professional accounting and legal advisers, professional trustees.