{"id":12448,"date":"2023-06-21T16:16:05","date_gmt":"2023-06-21T15:16:05","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?post_type=training-event&#038;p=12448"},"modified":"2024-10-17T10:45:58","modified_gmt":"2024-10-17T09:45:58","slug":"the-complete-life-cycle-of-a-trust","status":"publish","type":"training-event","link":"https:\/\/ctt-group.co.uk\/training-event\/the-complete-life-cycle-of-a-trust\/","title":{"rendered":"The Complete Life Cycle of a Trust"},"content":{"rendered":"<div class=\"standard-content container wp-block \">\n\t\t<div class=\"content\">\n\t\t\t<p data-key=\"247\"><span data-key=\"248\"><strong data-slate-leaf=\"true\">Remotely run across 1 session<\/strong><\/span><\/p>\n<p data-key=\"249\"><span data-key=\"250\"><strong data-slate-leaf=\"true\">&#8216;Living with a trust&#8217; from drafting to inheriting, and what it means to inherit via a Trust for you and your clients&#8230;<\/strong><\/span><\/p>\n<p data-key=\"251\"><span data-key=\"252\">We talk about the use of Trusts as a means of protection for your clients and their families, but how does a Trust ensure that the assets are utilised for the chosen beneficiaries? Are you clear on the possible implications in relation to divorce and long term care if Trustees (and Beneficiaries) disclose trust assets and information to third parties? <\/span><\/p>\n<p data-key=\"253\"><span data-key=\"254\">What do Trustees need to do to ensure that the wishes of the Settlor are followed? What do they need to be aware of when considering how best to achieve the aims in the Memorandum of Wishes? Do they know how best to anticipate and manage the needs of the beneficiaries across the lifetime of the Trust, which could be up to 125 years (in England &amp; Wales). <\/span><\/p>\n<p data-key=\"255\"><span data-key=\"256\">What can go wrong if Trustees don\u2019t understand their legal obligations? <\/span><\/p>\n<p data-key=\"257\"><span data-key=\"258\">Having launched a new software process to arrange and hold Trustee Meetings, join us for a \u2018deep dive\u2019 into the importance of Trust Management \u2013 and understand what can go wrong if Trustees aren\u2019t aware of the duties they are placed under. <\/span><\/p>\n<h3 data-key=\"260\"><span data-key=\"261\">Agenda<\/span><\/h3>\n<p data-key=\"262\"><span data-key=\"263\"><strong data-slate-leaf=\"true\">The Importance of a Professional Trustee<\/strong><\/span><\/p>\n<p data-key=\"264\"><span data-key=\"265\">\u2022 Why your clients needs a Professional Trustee \u2013 the implications:<\/span><\/p>\n<p data-key=\"266\"><span data-key=\"267\">&#8211; Tax<\/span><\/p>\n<p data-key=\"268\"><span data-key=\"269\">&#8211; Divorce<\/span><\/p>\n<p data-key=\"270\"><span data-key=\"271\">&#8211; Care<\/span><\/p>\n<p data-key=\"272\"><span data-key=\"273\">\u2022 How to appoint Trustees<\/span><\/p>\n<p data-key=\"275\"><span data-key=\"276\"><strong data-slate-leaf=\"true\">What\u2019s involved?<\/strong><\/span><\/p>\n<p data-key=\"277\"><span data-key=\"278\">\u2022 What the Trust Administration process involves<\/span><\/p>\n<p data-key=\"279\"><span data-key=\"280\">\u2022 When and why should Trustee meetings be held<\/span><\/p>\n<p data-key=\"281\"><span data-key=\"282\">\u2022 What happens at a Trustee meeting<\/span><\/p>\n<p data-key=\"283\"><span data-key=\"284\">\u2022 Types of Meeting<\/span><\/p>\n<p data-key=\"285\"><span data-key=\"286\">&#8211; Death of a Settlor<\/span><\/p>\n<p data-key=\"287\"><span data-key=\"288\">&#8211; Sale and\/or purchase of properties<\/span><\/p>\n<p data-key=\"289\"><span data-key=\"290\">&#8211; Removal of a restriction<\/span><\/p>\n<p data-key=\"291\"><span data-key=\"292\">&#8211; RNRB<\/span><\/p>\n<p data-key=\"293\"><span data-key=\"294\">&#8211; Family conflict \u2013 mediation and resolution<\/span><\/p>\n<p data-key=\"296\"><span data-key=\"297\"><strong data-slate-leaf=\"true\">The Practicalities<\/strong><\/span><\/p>\n<p data-key=\"298\"><span data-key=\"299\">\u2022 The Process using CTT Legacy<\/span><\/p>\n<p data-key=\"300\"><span data-key=\"301\">\u2022 Related services we offer<\/span><\/p>\n<p data-key=\"302\"><span data-key=\"303\">&#8211; Probate<\/span><\/p>\n<p data-key=\"304\"><span data-key=\"305\">&#8211; Property sales &amp; purchases<\/span><\/p>\n<p data-key=\"306\"><span data-key=\"307\">&#8211; Accountancy<\/span><\/p>\n<p data-key=\"308\"><span data-key=\"309\">\u2022 Real Life case studies<\/span><\/p>\n<p data-key=\"310\"><span data-key=\"311\">\u2022 What\u2019s in it for me?<\/span><\/p>\n\n\t<\/div>\n\t<div class=\"wrapper\">\n\t<\/div>\n\t<div class=\"inner-wrapper before-bg-color\">\n\t<\/div>\n<\/div>\n","protected":false},"featured_media":1178,"parent":0,"menu_order":0,"template":"","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Complete Life Cycle of a Trust - CTT Group<\/title>\n<meta name=\"description\" content=\"&#039;Living with a trust&#039; 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