november, 2020

06nov10:00 am11:00 amSuperhero Webinar 71: How the right Trust can protect your client’s wealth (Part 1 of 2)

Event Details

Our next Superhero Webinar will be presented by our Legal Director, Charlotte Ponder TEP LLB (Hons), and Kerry Murphy STEP Associate GCILEx who is a Technical Helpline Advisor in our Estate Planning team.

Both are experts in the field of Trusts and Estate Planning and will be discussing how the right Trust can protect your client’s wealth.

Agenda

Types of Trusts and why this matters

Trusts and divorce

• Can a Trust protect assets on divorce?
• How does the family court treat Trust assets on divorce?
• What information does a beneficiary have to provide about Trust assets on divorce?
Trusts and care
• The relevant financial thresholds
• The process (what should happen)
• Treatment of assets in Trust when a beneficiary requires long term care

Register your place on our FREE webinar!

All Webinars commence at 10:00am and finish at 11:00am

Register on Fri 6th November

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Time

(Friday) 10:00 am - 11:00 am

Organizer

Countrywide Tax & Trust Corporation Ltd

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