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Estate Planning & US Living Trusts - A Guide to the Key Issues for UK Clients

Estate Planning & US Living Trusts - A Guide to the Key Issues for UK Clients

Available to view on demand

With a SmartPlan £99

With a Season Ticket £198

Standard price £396

All prices exclude VAT
Level
Intermediate: Requires some prior subject knowledge
CPD
1 hour
Viewership
Access for entire organisation

Introduction

Many clients may have an ‘American’ dimension to their lives and in recent years there has been increased interest in owning property in the USA.

One of the most used facets of US estate planning is the living trust.

This newly updated webinar will provide UK based advisors with an understanding of the key issues.

What You Will Learn

This webinar will cover the following:

  • What is a living trust?
  • How it fits with English law concepts
  • Special status and reciprocation
  • Clients for whom it may be a good fit
  • Alternatives arrangements to a living trust

This webinar was recorded on 25th March 2021