Testamentary trusts and bespoke planning opportunities

Overview

The evolution of estate planning has seen greater importance placed on all forms of testamentary trusts.  Ongoing legislative and court changes mean that in 2019 the need to update your skills in relation to all aspects of testamentary trusts has never been more pressing.

This webinar with Matthew Burgess will use case study examples to unbundle the key issues in an adviser centric manner.

Testimonial

"Some valuable points raised and a very personable presenter."

Topics Covered

• Planning in relation to assets that do not otherwise form part of a will maker’s estate
• Tax treatment of each asset class owned via a testamentary trust
• Testamentary trust cloning and splitting
• Bespoke company constitutions and fettering of a trustee’s discretion

Benefits / learning outcomes

• Understand the key issues in relation to testamentary trusts
• Be able to identify risk issues
• Develop the appropriate planning approaches to take
• Learn key practical insights that can be applied immediately

Recommended For

Members with clients working with Trusts