Trust Administration: essential skills deep dive

Description

This webinar offers a focused introduction to trust administration, exploring trusts as equitable legal arrangements and essential financial planning tools. Participants will learn about trust creation, roles of trustees and beneficiaries, and the use of common trust structures in offshore planning. Key topics include trustee duties, liabilities, distributions, and investment responsibilities. Practical guidance will cover trust formation checklists, effective offshore management, and maintaining accurate records and meetings. Designed for professionals, this session equips attendees with the skills and knowledge needed to administer trusts confidently and effectively while ensuring compliance and supporting sound financial planning practices.


Content

  • Trust Administration: Essentials: Part 1 (Theory)

    • What is a Trust and how are they created

    • Key parties to a Trust

    • Trustee’s duties, powers and liabilities

    • Beneficiary interests and rights

    • Common types of Trusts and how they are utilised in offshore planning

 

  • Trust Administration Essentials: Part 2 (Practice)

    • Trust formation checklist

    • Distributions and other benefits

    • Trustees duties and investments

    • Ensuring effective management and control offshore

    • The importance of trustee records and meetings

 

Presenter

Jo French

Expert Trainer at the School of International Financial Services

Jo French 

Jo, through her company JETT Limited, specialises in developing contemporary bespoke, technical in-house CPD programmes covering a range of AML, compliance and governance issues. She has over 25 years’ experience in delivering credible training to a wide range of financial service businesses both in the Crown Dependencies and internationally, as well as institutions that include the BBA, the ACSP in the Isle of Man, Guernsey Training Agency and the Jersey International Business School where her role also extended to delivering on Buckingham University’s BSc (Hons) in International Financial Services degree as part of their faculty. 

In addition, she has taught on the International Compliance Association’s full range of AML and compliance qualifications since 2005, and as a Fellow of the Governance Institute (formally ICSA) written and delivered across both level 4&5 Certificate and Diploma, as well as the qualifying scheme, (subjects include Corporate Governance, Risk Management, Boardroom Dynamics, Company Law and Company Compliance and Administration.) Jo’s ICSA students have won many international prizes, most recently in Trust and Company Administration in May 2021, and CORE in the  November 2021 exams. 

A committed educationalist, Jo has a First Class Law Degree (LLB) and Masters in Law (LLM) (Merit) from Queen Mary University of London specialising in financial services law. She is passionate about the delivery of accessible and innovative training courses.