Note: this webinar is the first of a two part series.
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A Guide to setting up a trust for new practitioners and practitioners new to trusts
This webinar is aimed at new practitioners and practitioners that are new to the law of trusts, by working through a case study. Together, we will go through questions to ask the client, issues that we need to consider, elements involved in establishing the trust, and the on-going obligations that trustees need to bear in mind.
Using a case study, we provide a step-by-step guide on the pertinent questions we will need to ask ourselves (and our client) whether trust ought to be established and if so, then what can the trust protect.
specifically we will be asking:
A practical guide to setting up a trust for new practitioners and practitioners new to trusts.
New practitioners and practitioners new to the field of trust law, tax, duties, obligations, and powers. Practitioners includes lawyers, accountants, trustee companies, trust consultants.
Dr Maria A Pozza, Director-Lawyer of Gravity Lawyers
Bethan Read, Special Counsel, Morris Legal
1 CPD Hour