Lindsay Pope helps trustees enhance their relationships with beneficiaries and perform in the role.
With New Zealand’s trust law about to change, trustees need to be on top of their game.
What do trustees need to be thinking about? How do you know if you have a problem? What’s good practice look like? How do you tell a co-trustee if things need to change? How do you respond to beneficiary requests for information?
It can be hard deciding how best to respond to these challenges.
Lindsay speaks, authors, mentors and consults on good trustee and beneficiary practice.
“We’ve used Lindsay’s services for close to 10 years and if need be, we can demonstrate to our beneficiaries that we have proper process and support in place. As a trustee, I feel better organised and have peace of mind knowing I’m doing everything possible to benefit the beneficiaries. I can highly recommend Lindsay for his very considered and well organised processes.” D Walker, Auckland
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