Course description
The issue of inherited or pre/post acquired assets has proved to be a thorny one for both family and private client lawyers.
This live broadcast session looks at the definition of these assets, when they can be ring-fenced and when they will be included. What is the position with future inheritance prospects and does mingling affect matters? The live session also considers problems associated with where and how these assets may be held. The session will look to consider some of the key case law and provide a range of top tips.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
The issue of inherited or pre/post acquired assets has proved to be a thorny one for both family and private client lawyers.
This live broadcast session looks at the definition of these assets, when they can be ring-fenced and when they will be included. What is the position with future inheritance prospects and does mingling affect matters?
The live session also considers problems associated with where and how these assets may be held. The session will look to consider some of the key case law and provide a range of top tips.
What You Will Learn
This live and interactive session will cover the following:
- What do we mean by the terms pre and post-acquired assets and inherited wealth?
- When and how are these treated differently from other assets?
- Dealing with specific forms of such assets to include trusts, assets held off shore and inheritance prospects
- Practical and procedural points such as disclosure and the joinder of third parties
- Key cases
- Tactics and top tips
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...