{"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":"
\n\t\t
\n\t\t\t

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

Session 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

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

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

Including: The Taxation, protection and flexibility benefits of:<\/strong><\/p>\n

    \n
  • The NRB and RNRB Trusts vs<\/li>\n<\/ul>\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

    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

    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\t

    \n\t<\/div>\n\t
    \n\t<\/div>\n<\/div>\n","protected":false},"featured_media":12878,"parent":0,"menu_order":0,"template":"","acf":[],"yoast_head":"\nWill Writer to Estate Planner - Good to Great! - CTT Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/\",\"url\":\"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/\",\"name\":\"Will Writer to Estate Planner - Good to Great! - CTT Group\",\"isPartOf\":{\"@id\":\"https:\/\/ctt-group.co.uk\/#website\"},\"datePublished\":\"2024-04-04T09:52:38+00:00\",\"dateModified\":\"2024-04-24T08:28:31+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"CTT Group\",\"item\":\"https:\/\/ctt-group.co.uk\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Training Events\",\"item\":\"https:\/\/ctt-group.co.uk\/training-event\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Will Writer to Estate Planner – Good to Great!\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ctt-group.co.uk\/#website\",\"url\":\"https:\/\/ctt-group.co.uk\/\",\"name\":\"CTT Group\",\"description\":\"Problem Solvers. Solution Providers.\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ctt-group.co.uk\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-GB\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Will Writer to Estate Planner - Good to Great! - CTT Group","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/","twitter_misc":{"Estimated reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/","url":"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/","name":"Will Writer to Estate Planner - Good to Great! - CTT Group","isPartOf":{"@id":"https:\/\/ctt-group.co.uk\/#website"},"datePublished":"2024-04-04T09:52:38+00:00","dateModified":"2024-04-24T08:28:31+00:00","breadcrumb":{"@id":"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-good-to-great\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"CTT Group","item":"https:\/\/ctt-group.co.uk\/"},{"@type":"ListItem","position":2,"name":"Training Events","item":"https:\/\/ctt-group.co.uk\/training-event\/"},{"@type":"ListItem","position":3,"name":"Will Writer to Estate Planner – Good to Great!"}]},{"@type":"WebSite","@id":"https:\/\/ctt-group.co.uk\/#website","url":"https:\/\/ctt-group.co.uk\/","name":"CTT Group","description":"Problem Solvers. Solution Providers.","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ctt-group.co.uk\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-GB"}]}},"_links":{"self":[{"href":"https:\/\/ctt-group.co.uk\/wp-json\/wp\/v2\/training-event\/16026"}],"collection":[{"href":"https:\/\/ctt-group.co.uk\/wp-json\/wp\/v2\/training-event"}],"about":[{"href":"https:\/\/ctt-group.co.uk\/wp-json\/wp\/v2\/types\/training-event"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ctt-group.co.uk\/wp-json\/wp\/v2\/media\/12878"}],"wp:attachment":[{"href":"https:\/\/ctt-group.co.uk\/wp-json\/wp\/v2\/media?parent=16026"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}