{"id":16026,"date":"2024-04-04T10:52:38","date_gmt":"2024-04-04T09:52:38","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?post_type=training-event&p=16026"},"modified":"2024-04-24T09:28:31","modified_gmt":"2024-04-24T08:28:31","slug":"will-writer-to-estate-planner-good-to-great","status":"publish","type":"training-event","link":"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/","title":{"rendered":"Will Writer to Estate Planner – Good to Great!"},"content":{"rendered":"
Reminder – If you have attended the Foundation Part 2 previously, you are welcome to only attend session 3.<\/strong><\/p>\n The course will be consolidated across 3 sessions remotely:<\/strong><\/p>\n Tuesday 25th of June<\/strong><\/p>\n Wednesday 26th of June<\/strong><\/p>\n Thursday 27th of June<\/strong><\/p>\n 9 .30am – 1pm approximately\u00a0<\/strong><\/p>\n Including: What do you need to know to interpret a trust for your clients?<\/strong><\/p>\n \u2022 Bare\/Absolute Trusts<\/p>\n \u2022 Declarations of Trust<\/p>\n \u2022 Bereaved Minor\/Children\u2019s trusts<\/p>\n \u2022 18 \u2013 25 Trusts<\/p>\n \u2022 Life Interest Trusts<\/p>\n \u2022 Flexible Life Interest Trusts<\/p>\n \u2022 Discretionary Trusts<\/p>\n \u2022 Interest In Possession Trusts (IIP)<\/p>\n \u2022 Immediate Post Death Interest Trusts (IPDI)<\/p>\n \u2022 Asset Protection Trusts<\/p>\n \u2022 \u2018Life office\u2019 Life Insurance Trusts<\/p>\n Including: The Taxation, protection and flexibility benefits of:<\/strong><\/p>\n Bereaved Minor\/Children\u2019s trusts<\/p>\n 18 \u2013 25 Trusts<\/p>\n Life Interest Trusts<\/p>\n Flexible Life Interest Trusts<\/p>\n Discretionary Trusts<\/p>\n Interest In Possession Trusts<\/p>\n Immediate Post Death Interest Trusts<\/p>\n \u2022 Family Business Trust vs \u2018Discretionary Trust\u2019<\/p>\n \u2022 The Family Probate Preservation Plus Trust (PPPT) vs Asset Protection Trusts (APT)<\/p>\n \u2022 The Family Investment Probate Trust vs \u2018life office\u2019 Probate trusts<\/p>\n \u2022 The Family Life Assurance Trust vs \u2018life office\u2019 Life Assurance trusts<\/p>\n \u2022 The Family Holdover Gift Trust vs Gift trusts<\/p>\n \u2022 Trust of Land vs Declaration of Trust<\/p>\n \u2022 How and why is a flexible power of appointment IIP trust so essential in estate planning\u2026.<\/p>\n \u2022 Life Interest vs Defeasible IIP \u2013 why the latter is a crucial estate planning tool<\/p>\n Including:<\/strong><\/p>\n When is a Trust populated?<\/strong><\/p>\n – Death Trusts<\/p>\n – Lifetime Trusts<\/p>\n How is a Lifetime trust populated?<\/strong><\/p>\n – Investments and life policies (deed of assignment)<\/p>\n – Evidential Trusts of Land<\/p>\n – Property\/Land \u2013 title<\/p>\n What happens following a house being placed into Trust?<\/strong><\/p>\n – What does it mean to the client<\/p>\n – What sort of interaction with the trustees moving forward might be needed?<\/p>\n – How much protection can a trust really give?<\/p>\n How do the conveyancing documents work?<\/strong><\/p>\n – Where and why might restrictions only be used as opposed to transferring legal title<\/p>\n – What is the difference and does it dilute the effectiveness of the protection of the trust?<\/p>\n – Probate and lifetime trusts \u2013 how do they interact?<\/p>\n – Example and worked explanation of completed legal title<\/p>\n What to expect down the line?<\/strong><\/p>\n – New First Registration process<\/p>\n – Legacy Software changes for input<\/p>\n – New Products including: Sales and purchases for properties with mortgages<\/p>\n Transferring life policies investments and other assets into trust<\/strong><\/p>\n – \u2018Rysaffe\u2019 planning \u2013 what does it mean?<\/p>\n – Further Planning opportunities and considerations<\/p>\n\n\t<\/div>\n\tSession 1 \u2013 The guide to what \u2018commons trusts\u2019 do and don\u2019t do for your clients<\/h2>\n
Covering: Taxation, protection and flexibility<\/strong><\/h3>\n
Session 2 \u2013 The Guide to CTT Group\u2019s trusts and how they can provide client solutions like no others<\/h2>\n
Covering: Different types of trusts<\/h3>\n
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Session 3 \u2013 How Assets are Placed in Trusts<\/h2>\n
Covering: how the assets are transferred is as important as the trust itself<\/h3>\n