{"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&p=12448"},"modified":"2024-03-25T10:58:04","modified_gmt":"2024-03-25T10:58:04","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":"
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Remotely run across 1 session<\/strong><\/span><\/p>\n

‘Living with a trust’ from drafting to inheriting, and what it means to inherit via a Trust for you and your clients…<\/strong><\/span><\/p>\n

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

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 & Wales). <\/span><\/p>\n

What can go wrong if Trustees don\u2019t understand their legal obligations? <\/span><\/p>\n

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

Agenda<\/span><\/h3>\n

The Importance of a Professional Trustee<\/strong><\/span><\/p>\n

\u2022 Why your clients needs a Professional Trustee \u2013 the implications:<\/span><\/p>\n

– Tax<\/span><\/p>\n

– Divorce<\/span><\/p>\n

– Care<\/span><\/p>\n

\u2022 How to appoint Trustees<\/span><\/p>\n

What\u2019s involved?<\/strong><\/span><\/p>\n

\u2022 What the Trust Administration process involves<\/span><\/p>\n

\u2022 When and why should Trustee meetings be held<\/span><\/p>\n

\u2022 What happens at a Trustee meeting<\/span><\/p>\n

\u2022 Types of Meeting<\/span><\/p>\n

– Death of a Settlor<\/span><\/p>\n

– Sale and\/or purchase of properties<\/span><\/p>\n

– Removal of a restriction<\/span><\/p>\n

– RNRB<\/span><\/p>\n

– Family conflict \u2013 mediation and resolution<\/span><\/p>\n

The Practicalities<\/strong><\/span><\/p>\n

\u2022 The Process using CTT Legacy<\/span><\/p>\n

\u2022 Related services we offer<\/span><\/p>\n

– Probate<\/span><\/p>\n

– Property sales & purchases<\/span><\/p>\n

– Accountancy<\/span><\/p>\n

\u2022 Real Life case studies<\/span><\/p>\n

\u2022 What\u2019s in it for me?<\/span><\/p>\n

Get in contact with us today for further information:<\/span><\/h2>\n

T: 01926 514 390 ext 170<\/span><\/h3>\n

E: newentrants@ctt-group.co.uk<\/span><\/h3>\n

W: <\/span>www.ctt-group.co.uk<\/span><\/a><\/h3>\n\n\t<\/div>\n\t
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