Introduction to Estate Planning & Trusts

This one-day course will enable students to get a better understanding of the way trusts are used, to successfully identify the needs of their clients and to advise on the correct trust to fit their client. The aim of the course is to be able to advise and explain the advantages of each trust, to better understand the tax issues around these trusts, and to identify the differences between each trusts.

DURATION:
1 Day
ID:
EPT
CREDIT:
5 Hours CPD
PRICE

Address

Chancery House, Whisby Way, Lincoln, LN6 3LQ   View map

 

Tutor:  Siobhan Rattigan-Smith

This one-day course will enable students to get a better understanding of the way trusts are used in Wills and to confidently identify their client’s objectives.

An explanation of the difference between bare and discretionary trusts and the protection these afford.

The aim of the course is to be able to advise and explain the advantages of each trust, to better understand the tax issues around these trusts, and to identify the differences between each trust.

In the morning we look at Will-based trusts and use practical examples highlighting how these trusts work, enabling the student to identify the correct path for their client.

In particular, we consider the use of:

  1. Protective Property trusts
  2. Right to Occupy trusts
  3. Flexible Life Interest trusts
  4. Disabled Discretionary trusts
  5. Business Property Relief trusts

The session will be concluded by applying the use of different trusts to case studies to ensure a full understanding of Will-based trusts.

The afternoon is designed to bring a further understanding as to how lifetime trusts are used in estate planning:

a)   Asset Protection Trusts – this section examines how these trusts are employed and explores the differences between tax mitigation and asset preservation.

 

2022 Dates (to be held at the College of Will Writing in Lincoln)

2nd February

4th May

3rd August

2nd November

 

 

 

About

The primary aims of the College are to secure proper public recognition of the professional status of the Will Writing practitioners and to raise and maintain the standards of knowledge, understanding and competence within the profession. The College regards these aims as mutually inclusive and recognises the diversity of entrants into the profession, the wide range of vocational needs, and the nature and degree of support that is obtained from the organisation of which one is associated.

Courses

The Will Validity Course
2nd December 2021

Contact Us

Email: [email protected]

Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way
Lincoln
LN6 3LQ

TOP