Estate Planning Foundation Course

16may(may 16)9:30 am23(may 23)1:00 pmEstate Planning Foundation Course

Event Details

This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.

The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.

16th, 17th, 18th, 19th and 23rd of May

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Time

May 16, 2023 9:30 am - May 23, 2023 1:00 pm(GMT+01:00)

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