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

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.

 

2019 Dates:

6th February – FULLY BOOKED

10th April – FULLY BOOKED

12th June – FULLY BOOKED

11th September

6th November

 

Feedback:

Carmen provided greater clarity to a dry and difficult subject with enthusiasm and easy for the learner. She punctuated her session with examples and great explanation and responded to delegates questions. In addition, she provided follow-up resources following the session. Carmen provided a great introduction to the quality of trainers from The College of Will Writing and a great advert to market the college training to others – Feb 19 course – DF