Estate Planning Foundation Course

13jun(jun 13)9:30 am20(jun 20)1:00 pmEstate Planning Foundation Course

Event Details

13th, 14th, 15th,16th and 20th of June

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.

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Time

June 13, 2023 9:30 am - June 20, 2023 1:00 pm(GMT+01:00)

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