Note: this webinar is the second of a two part Trusts for New Practitioners and Practitioners New to Trusts series, with the first part featuring guidance on setting up a trust. You can save 10% by purchasing both webinars together. To browse this option click here.
A Guide to Trusts for new practitioners and those new to trusts
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.
We will discuss how to transfer assets to the Trust which will include discussion on the following points:
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.
Dr Maria A Pozza, Director/Lawyer, Gravity Lawyers
Katherine Ewer, Principal, Katherine Ewer Tax & Trust Consultant
1.5 CPD Hours