A Guide to Trusts for New Practitioners and New Trust Lawyers.
Following the case scenario in the first webinar, this session will look more closely at some of the important elements relating to the drafting of the Deed of Trust including:
The webinar will work through generic trust clauses and discuss the issues you should consider to ensure these clauses meet your client’s specific situation.
The second part of this webinar will discuss how to transfer assets to the Trust which will include discussion on the following points:
Lastly the webinar will cover additional documents required in relation to Trust establishment including:
This webinar is designed for practitioners new to Trusts.
A practical guide to setting up a trust for new practitioners and lawyers new to trusts.
New Lawyers and lawyers new to trusts, accountants, trustee companies, trust consultants, and legal executives who deal with trusts.
30 May 2017
Dr Maria A Pozza, Solicitor, Lane Neave; Katherine Ewer, Principal Katherine Ewer Tax & Trust Consultant
1.5 CPD hours