Changing the beneficiaries of a trust can involve important legal and procedural considerations, particularly where trust deed provisions are unclear or lacking. This webinar will provide a practical overview of the process for adding and removing beneficiaries, including relevant trustee powers, key documentation requirements, and common issues to watch for when implementing changes. The session will also explore practical considerations to help ensure beneficiary changes are carried out effectively and in accordance with the trust deed.

Learning Outcomes

Learning Outcomes

• Identify trust deed provisions relating to the addition and removal of beneficiaries.
• Understand the key steps and documentation involved in changing trust beneficiaries.
• Recognise common issues and risks that may arise when exercising trustee powers.
• Apply practical approaches to help ensure beneficiary changes are properly implemented.

Who Should Attend?

Lawyers, legal executives, trust practitioners, and professionals involved in trusts and private client matters.

Presenter

Richard Broad | Consultant, Alexander Dorrington