Last year was a roller-coaster year with a tremendous amount of changes introduced; also changes in legislation affecting boards of trustees – often lay-person trustees. We should all take a deep breath, take stock of what we have, and in the beginning of the year, proactively plan for the year ahead.
Boards of trustees require four types of services. The first is statutory services to trusts, such as trust registrations, trust deed amendments, trustee changes and the like. The second is trustees, often being laypersons, require hand-holding in the active administration of trusts. Third, trustees might now require the services of an independent trustee.
Fourth, trustees require financial information and someone who can assist them with tax returns and other South
