STEP Trust Fundamentals Masterclass
Early-career and adjacent professionals are often expected to work confidently with trusts before they've had structured grounding. This full-day masterclass closes that gap in one live, expert-led session.
What this gives your firm and your staff
For your staff:
- A working understanding of the fundamentals of trust law and key terminology
- The ability to identify different types of trusts and their real-world applications
- Clarity on the roles and responsibilities of trustees and beneficiaries as well as the trust lifecycle.
- Recognise common risks and compliance considerations
For your firm:
- Sharpens onboarding and early-stage capability
- Reduces supervision burden and operational risk
- Brings a consistent baseline of knowledge across a team
- Improves confidence, performance, and retention of junior staff
Who is this masterclass for?
Designed for early-career professionals in private client, fiduciary and related roles, as well as colleagues in adjacent teams who need a working understanding of trusts, even if they do not handle administration directly.
- Trainee trust officers
- Trust administrators
- Junior paralegals
- Newly hired associates in private client teams
- Tax, legal, compliance and client-facing professionals who interact with trust structures
- Wider professional services teams who would benefit from a foundational understanding of trust principles
Masterclass format
- Full day - Live, virtual, led by an expert tutor
- Firm-based - Delivered to a single firm's intake, minimum two learners
- Interactive - Discussion, Q&A and practical, case-based exercises
- Certificated - Every participant receives a STEP Certificate of Attendance