Course description
Most trustees and their advisors are quite comfortable with the administration and management of their trusts while everything is ticking along nicely. But what happens when things go wrong?
This virtual classroom seminar will look at some of the problems that trustees can encounter, how to avoid the ones they can and how to fix the ones they cannot.
Join private client expert Annie Pearson as she discusses important topics such as trustees’ powers and obligations, the dangers of poor drafting, the effects of making additions to trusts, how to deal with dead, missing or incapax trustees, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Most trustees and their advisors are quite comfortable with the administration and management of their trusts while everything is ticking along nicely. But what happens when things go wrong?
This new virtual classroom seminar will look at some of the problems that trustees can encounter, how to avoid the ones they can and how to fix the ones they cannot.
The session will look at various complications which trustees can face when managing their trusts.
Some experience of general trust administration will be assumed, and the session is aimed at solicitors and accountants working with trusts, although others involved in trust administration might also find it useful.
What You Will Learn
This live and interactive session will cover the following:
- Trustees’ powers and obligations
- The dangers of poor drafting
- The effects of making additions to trusts
- How to deal with dead, missing or incapax trustees
- What happens when a trust fails
- Managing chargeable events gains within a trust
- The effect of LBTT and ADS
- Foreign considerations
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...