Claims Against Trustees

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Course Overview

This course will offer a practical discussion of claims against trustees and will explore the following topics in some detail:

  • Trustees’ duties
  • Establishing a breach
  • Defences;
  • Removal of trustees;
  • Asking the court to intervene

What are the requirements?

  • Watch 1 hour recorded webinar
  • This course provides one CPD point

Learning Outcomes

  • On completion of this course you will:

    • Be familiar with a trustee’s duties and with reference to the following; no conflict, no profit, account, bona fide exercise of discretion, standard of care
    • Understand how to establish a breach and the defences available
    • Be aware of the issues surrounding the removal of trustees
    • Know how to approach the court to intervene, where appropriate

What is the target audience?

  • This course is aimed at solicitors who advise clients regarding trusts, but will also be of interest to general practitioners who would like to enhance their knowledge of this particular aspect of private client work, including trainees, legal executives and paralegals.

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About Instructor - Richard Quenby

Richard was called to the Bar in 1985. For the next thirteen years he practised at the Chancery Bar in Manchester, where he specialised in landlord and tenant, commercial property and insolvency work.

Richard now works as a freelance writer, tutor and lecturer. His published articles have appeared in Estates Gazette, Property Week, Legal Week and The Lawyer. He is also the co-author of Flat Schemes in Residential and Mixed Use Developments, published by Bloomsbury Publishing.

Course Curriculum

Claims Against Trustees

  • Webinar- Claims against Trustees
    01:00:48
  • Notes- Claims against trustees - Course Notes
    29 Page
  • Slides- Claims Against Trustees
    5 Page

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