Course description
Many clients may have an ‘American’ dimension to their lives and in recent years there has been increased interest in owning property in the USA. One of the most used facets of US estate planning is the living trust.
Presented by barrister James Normington, a wills and probate specialist and popular speaker, this newly updated webinar will provide UK based advisors with an understanding of the key issues.
Topics discussed will include what a living trust is and how it fits with English law concepts, special status and reciprocation, clients for whom it may be a good fit, and alternatives arrangements to a living trust.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Many clients may have an ‘American’ dimension to their lives and in recent years there has been increased interest in owning property in the USA.
One of the most used facets of US estate planning is the living trust.
This newly updated webinar will provide UK based advisors with an understanding of the key issues.
What You Will Learn
This webinar will cover the following:
- What is a living trust?
- How it fits with English law concepts
- Special status and reciprocation
- Clients for whom it may be a good fit
- Alternatives arrangements to a living trust
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...