The Trusts Act 2019 provides that before the creation of the trust, the adviser(s) must take reasonable steps to ensure that:
This webinar, which is accompanied by a practical supporting paper that includes a precedent letter of advice, certificate and trust addendum will consider:
The webinar will conclude with a case law update followed by questions and answers.
11 October 2023
Attendees will learn the adviser obligations under the Trusts Act 2019, how compliance with these obligations should be managed and when these obligations do and don’t apply.
This webinar is targeted at all practitioners at all levels with an interest in trust law but will be of particular interest to practitioners who advise clients who are establishing new trusts or varying existing trusts.
Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited.
1.5 CPD Hours