Course description
Your older private clients are likely to seek advice on trusts, not only in relation to IHT planning but also for mitigating care home fees and divorce settlements, so it is vital that you maintain a working knowledge of this area in order to advise them accurately.
Julie Bell presents this live and interactive broadcast which will provide you with the necessary insight for making this a lucrative fee generating area of your private client work.
It will cover the essential elements of a trust, the duties of trustees, the appointment of trustees, the position of beneficiaries, common drafting errors, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
The ageing population has a heightened interest in trusts - not only in relation to IHT planning but to mitigate care home fees and divorce settlements.
Without having an accurate grasp of the fundamentals of trust law it is not possible to advise on this lucrative fee generating area of private client.
This new virtual classroom seminar is suitable for private client practitioners who want to develop their knowledge of trusts and to be able to provide simple explanations to clients.
What You Will Learn
This live and interactive session will cover the following:
- Essential elements of a trust and formalities
- Duties of trustees
- Appointment, retirement, and removal of trustees
- Powers of trustees
- Position of beneficiaries
- Common drafting errors
- Pitfalls for practitioners and how to avoid them
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...