{"id":12457,"date":"2023-06-22T09:51:01","date_gmt":"2023-06-22T08:51:01","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?post_type=training-event&p=12457"},"modified":"2023-12-01T15:33:40","modified_gmt":"2023-12-01T15:33:40","slug":"estate-planning-foundation-course-11","status":"publish","type":"training-event","link":"https:\/\/ctt-group.co.uk\/training-event\/estate-planning-foundation-course-11\/","title":{"rendered":"Estate Planning Foundation Course"},"content":{"rendered":"
The course will be consolidated across 5 sessions remotely:<\/strong><\/span><\/p>\n Tuesday 16th of January 2024<\/p>\n Wednesday 17th of January 2024<\/p>\n Thursday 18th of January 2024<\/p>\n Friday 19th of January 2024<\/p>\n Tuesday 23rd of January 2024<\/p>\n 9:30am to 1:00pm<\/p>\n This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client\u2019s individual needs.<\/span><\/p>\n The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.<\/span><\/p>\n Full Course Information<\/strong><\/span><\/p>\n Session 1 \u2013 Tuesday 16th of January 2024<\/strong><\/span><\/p>\n Commences at 9:30am and finishes at 1:00pm<\/span><\/p>\n Session 2 \u2013 Wednesday 17th of January 2024<\/strong><\/span><\/p>\n Commences at 9:30am and finishes at 1:00pm<\/span><\/p>\n Session 3: Thursday 18th of January 2024<\/strong><\/span><\/p>\n Commences at 9:30am and finishes at 1:00pm<\/span><\/p>\n Session 4: Friday 19th of January 2024<\/strong><\/span><\/p>\n Commences at 9:30am and finishes at 1:00pm<\/span><\/p>\n \u2013 What are the risks?<\/span><\/p>\n \u2013 How do we identify these?<\/span><\/p>\n \u2013 Who are we protecting?<\/span><\/p>\n \u2013 The process for submitting your first case<\/span><\/p>\n \u2013 The finance sheet<\/span><\/p>\n \u2013 How the risks are managed<\/span><\/p>\n \u2013 Electronic Points of sale documents<\/span><\/p>\n Session 5: Tuesday 23rd of January 2024<\/strong><\/span><\/p>\n Commences at 9:30am and finishes at 1:00pm<\/span><\/p>\n Get in contact with us today for further information:<\/strong><\/p>\n T: 01926 514 390 ext 9170<\/span><\/p>\n E: newentrants@ctt-group.co.uk<\/span><\/p>\n\n
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