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Key Principles of the Law of Trusts - Develop Your Knowledge

Key Principles of the Law of Trusts - Develop Your Knowledge

Session

26 Sep 2024

9:00 AM ‐ 10:30 AM

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

All prices exclude VAT
Level
Introduction: Requires no prior subject knowledge
CPD
1.5 hours
Group bookings
email us to discuss discounts for 5+ delegates

Introduction

The ageing population has a heightened interest in trusts - not only in relation to IHT planning but to mitigate care home fees and divorce settlements.

Without having an accurate grasp of the fundamentals of trust law it is not possible to advise on this lucrative fee generating area of private client.

This new virtual classroom seminar is suitable for private client practitioners who want to develop their knowledge of trusts and to be able to provide simple explanations to clients.

What You Will Learn

This live and interactive session will cover the following:

  • Essential elements of a trust and formalities
  • Duties of trustees
  • Appointment, retirement, and removal of trustees
  • Powers of trustees
  • Position of beneficiaries
  • Common drafting errors
  • Pitfalls for practitioners and how to avoid them

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.