Post-Death Variations - A One Hour Guide for Private Client Advisors

Introduction

There are multiple ways by which the dispositions effected by a deceased person may be varied. Often, but not always, this is done for tax reasons.

This webinar will consider the different ways in which a variation can be made and the circumstances in which a variation may be beneficial.

What You Will Learn

This webinar will cover the following:

• Situations in which a variation is advantageous
• Situations in which a variation is problematic
• Creating trusts by deed of variation
• Traps to watch out for
• Tax consequences of different types of variation
• Compliance with testator's request
• Distributions from discretionary will trusts
• Inheritance Act claims

This webinar was recorded on 9th January 2019