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STEP Lunchtime Lecture No.02 – Trustees and Control Freaks – Collas Crill.
September 20 at 12:00 pm - 1:00 pm
Lunchtime Lecture No.02
Topic: Trustees and Control Freaks
Speaker: Ben Havard & Greg Haddow
‘Trustees and Control Freaks’ – Do you have a client who just won’t ‘let go’ and is constantly worried about your discretionary trustee powers? The International Private Client Trust team at Collas Crill will explore the roll of settlors, protectors and other third parties and will provide examples of how you can give comfort to your clients who are struggling with the loss of control associated with settling assets into a discretionary trust.
Please arrive by 11.45am for registration.
A polite reminder that if you are hard of hearing please do sit in the front five rows for the best auditory experience.
Lecture will start 12pm sharp and last for approx. 45 minutes with 10-15 minutes for questions.
How can I contact the organiser with any questions?
For booking enquiries or queries, please email firstname.lastname@example.org.
What’s the refund policy?
Tickets are transferrable to another STEP member or colleague on the day but they are non-refundable unless there is a waiting list and 48 hours notice is given.
Do I have to bring my printed ticket to the event?
No, we are able to take names at registration so you don’t have to bring your ticket.
Is it ok if the name on my ticket or registration doesn’t match the person who attends?
Yes, tickets are transferrable to a colleague if you find yourself unable to attend.