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

Categories

All You Need To Know About Trusts

 

Dates have yet to be confirmed so watch this space !

 

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

 

 

Feedback:

I really enjoyed the course and feel so much more confident now about being able to guide clients through the basics, which is what I hoped to achieve from it. So, thank you, you did a great job keeping us all listening and learning – KS

“Thanks for the course on Wednesday, as someone new to this area it has given me a good place to start building my knowledge and I look forward to attending more courses with you.” – F.M. – Feb ’19

“Thank you for the course on Tuesday and Wednesday, it was really useful and you made it all nice and clear for me.” – S.A. – Feb ’19

 

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