Note: this webinar is the first of a two part Trusts for New Practitioners and Practitioners New to Trusts series, with the second part featuring guidance for new practitioners and those new to trusts. You can save 10% by purchasing both webinars together. To browse this option click here.
A Guide to setting up a trust
Trusts build upon a foundation of fundamental principles. This webinar takes us back to those principles and provides a summary of the key questions and elements which ought to be considered and assessed when the client first steps foot into the office.
The webinar is designed to be a guide for new practitioners and practitioners that are new to the law of trusts by taking us through a case study, questions to ask the client, issues that practitioners need to consider, establishing the trust, and on-going obligations.
Using a case study this webinar will provide a step-by-step guide designed for new practitioners and lawyers new to trusts by covering the following topics:
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.
Dr Maria A Pozza, Director/Lawyer, Gravity Lawyers
Katherine Ewer, Principal, Katherine Ewer Tax & Trust Consultant
1 CPD Hour