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Course Trusts: Drafting to Distribution (6 hours)

Overview


This course looks at the practical issues involved in trusts from the outset, when the professional has to advise the client upon the most appropriate form of trust for their needs, through the key drafting aspects of the trust deed, the setting up of the trust, some practical aspects during the course of administration and, finally, completing the distribution to the beneficiaries.

  • What type of trust? Features of Interest in possession, discretionary, accumulation and maintenance and disabled trusts
  • Tax considerations relating to IHT, CGT and IT on creation, during and distribution of the main types of trust
  • The rules against perpetuities and excessive accumulations
  • Administrative provisions post Trustee Act 2000; what needs to be included or excluded
  • Trustees duty of care; exoneration clauses
  • Powers and duties of trustees
  • Administering the trust effectively; trustee meetings, accounts, taxation
  • Example calculations of IHT charges in relevant property trusts
  • Income Tax pool examples for discretionary trusts
  • Key events; appointment and retirement of trustees, appointment and advancement of trust funds, variation of trusts
  • Breach of trust
  • Trustee liability and overview of litigation
  • Termination of the trust; death of beneficiary, achieving contingencies, by exercise of trustee powers, apportionment, tax issues
  • Checklist prior to completion/closure of trust

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Details


Type
Course
Level
Intermediate
CPD
6 hours
SRA

Fees


£210.00
Package Price
Click here for details

£480.00
Non Member

(Excluding VAT)

Speakers


Leon PickeringDetails

Testimonial


Loved it - Exactly the level and content I was looking for.

Laura Cowan - Gordons LLP

Brochure


Download

Book

Tue 09 May 2017 Book
09:30 | London
Leon Pickering

Tue 16 May 2017 Book
09:30 | Leeds
Leon Pickering

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