Course Programme
(All seminars will take place between 1pm and 2pm unless otherwise notified)
Title: Practical Points when Creating New TrustsCourse Date: 24th November 2010 - 1pm to 2pm
Presenter: Gill Steel
Book Seminar/Express Interest >
Aim
The aim of this updating seminar is to examine the main issues to consider when creating new trusts and giving advice to clients.
Outcome
Participants will have a suitable checklist of timely reminders to help them when creating a new trust.
Agenda
- Creating tursts within the nil rate band
- Effect of setting up trusts outside the nil rate band
- Bare trusts or interest in possession trusts or discretionary trusts?
- Avoiding the settlor interested trust rules
About Gill Steel
Gill Steel is a solicitor and a member of the Law Society's Wills & Equity Committee. She is a STEP member and on the STEP UK Probate & Estates Committee. Her other qualifications include ATT and she has an MBA in Legal Practice Management. She is the author of "Trust Practitioner's Handbook" published by Law Society Publishing and can be contacted via her website at www.lawskills.co.uk
Course Fee
Special rates available with limited availability for first time attendees and/or sole practitioners.
Normal Course Fee
£99+VAT for LiPS Legal Members
£139+VAT for Non LiPS Legal Members
Note: You can have as many people as you want attend for this fee participating together