(Live Face to Face & Zoom) Introduction to Trusts

The trust vehicle is frequently used by families to manage, preserve and protect family wealth, as well as a means for estate and succession planning.  What are the benefits, objectives or purposes of setting up a trust? What are the key issues that a client (settlor) would need to consider in using a trust? How can the settlor maintain control of trust assets?

This course will provide a useful update for those who are considering setting up a trust or those who are advising clients on trust related matters.

Detailed Information

Highlights of the course include:

  • What is a trust?
  • Why set up a trust?
  • Different types of trust:
  • What should be the terms of a trust?
  • Where should the trust be located?
  • Role of trustees
  • Selecting a trustee – professional or personal / individual?
  • Challenges to trust / trustees
  • Regulatory issues

Registration Conditions

To view our registration conditions click HERE.