We were contacted by a trustee of a trust to provide training to twenty trustees.
We considered their trust and governance documents, and wrote a bespoke course incorporating case studies relevant to the trust.
The training was interactive and dealt with the trust’s goals, trustee’s duties at common law, statute and trustee’s fiduciary responsibilities. The training also considered factors and criteria which are required in the decision making process.
The use of bespoke case studies ensured the delegates learnt through discussion and examination of different scenarios.
At the end of the training, the trustees had a working knowledge of their duties, responsibilities, and liabilities.