Establishing a Bespoke Trust - A Step by Step Guide

Introduction

Trusts are a common feature of tax and estate planning, but a one-size-fits-all approach often leads to complex and costly issues that need to be resolved years after the trust’s creation.

Equally, with the ever-increasing levels of compliance that affect trusts, it is important to take steps at the creation of the trust to ensure that trustees remain compliant and that they fulfil their obligations.

This webinar will take a procedural approach to creating trusts, setting out information needed to establish a trust as well as key drafting points to consider.

After having watched this webinar, you will be able to expertly prepare a trust deed for administration.

What You Will Learn

This webinar will cover the following:

• When a trust is appropriate for a client, and what type of trust
• Information needed from the client in order to effectively draft the trust deed
• Trust powers, and their utility in certain circumstances
• Important considerations when drafting trust deeds
• Compliance considerations
• Post completion steps to be carried out

This webinar was recorded on 12th September 2024

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.