Lifetime Trusts and Their Practical Uses

DURATION:
2 Days
ID:
AYNTKAT
CREDIT:
10 Hours CPD
PRICE

Address

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

A two day trust course designed for delegates with an already existing basic knowledge of trusts.

This course is a good follow on from our one day introduction to trusts course and provides a more in depth understanding of trusts and their administration.

  • Formalities of a trust, an explanation of the role of the trustee and their duties
  • An explanation of the different types of lifetime trusts and their administration
  • A look into trust clauses using case studies
  • Taking instructions from clients
  • Identifying when assets transferred into trust will attract entry and anniversary charges
  • Tax mitigation or protection with trusts – the importance of early identification
  • The life cycle of a trust
  • Looking after vulnerable beneficiaries in trusts
  • How to wind a trust up
  • Appointing out trust assets and a study of the documentation required to do so
  • Selling of the trust property and purchase of a new one including the trustees responsibilities
  • Sham trusts – where trusts can go wrong

2019 Dates:

12th-13th February

24th-25th April

25th-26th June

16th-17th September

27th-28th November