Course description
Personal injury trusts are a niche area full of traps for the unwary. This live and interactive session will explain when and how you should advise your clients to consider the founding of a personal injury trust, how to draft them, the problem areas and practical advice and guidance.
It is presented by Helen Forster, a hugely popular speaker with a wealth of expertise to share. Join Helen in our virtual classroom as she takes you through a reminder of the basics, the types of personal injury trust available, financial advice and investment, issues regarding the Court of Protection, acting as professional trustee and purchasing property, death and inheritance tax, and the common problem areas you may encounter.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Personal injury trusts are a niche area full of traps for the unwary.
This live broadcast session will explain when and how you should advise your clients to consider the founding of a personal injury trust, how to draft them, the problem areas and practical advice and guidance.
What You Will Learn
This live and interactive broadcast will cover the following:
- A reminder of personal injury trusts:
- What is a personal injury trust?
- When are they required?
- When can they be set up?
- What can a personal injury trust obtain for the compensated person?
- Types of personal injury trust
- Financial advice and investment of personal injury awards
- Personal injury trusts and the Court of Protection - applying for a PI trust for ‘P’
- Acting as professional trustee - Trustee Act duties, special investment related concerns and Solicitors Accounts Rules
- Purchasing property as trustee
- Death and inheritance tax
- Problem areas
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...