Course description
This virtual classroom seminar will look at the legalities of advising clients who have disabled beneficiaries, and introduces practitioners to an area of specialism which will provide clients with various options to protect their assets and their beneficiaries from vulnerabilities.
Essential revision for those practitioners already advising in this area but pitched at a level to allow those with little knowledge to become involved in this area of trust law, the session will build on your already basic knowledge of trusts and taxation.
Join expert speaker Sue Ioannou as she discusses the legal definition of a disabled beneficiary, the definition of a disabled persons trust, how to make adequate provision for a disabled beneficiary, how to shelter assets from means testing, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This new virtual classroom seminar will look at the legalities of advising clients who have disabled beneficiaries and introduces practitioners to an area of specialism which will provide clients with various options to protect their assets and their beneficiaries from vulnerabilities.
Essential revision for those practitioners already advising in this area but pitched at a level to allow those with little knowledge to become involved in this area of trust law, the session will build on your already basic knowledge of trusts and taxation.
What You Will Learn
This live and interactive session will cover the following:
- The legal definition of a disabled beneficiary
- Definition of a disabled persons trust
- How to make adequate provision for a disabled beneficiary - what concerns might the client have?
- How to shelter assets from means testing
- Why have a trust?
- Types of trust available
- Other options to a disabled persons trust
- The tax advantages and treatment of disabled persons trusts
- Vulnerable person election
- Deadline for making a vulnerable person election
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...