{"id":9236,"date":"2022-11-14T16:39:04","date_gmt":"2022-11-14T16:39:04","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?post_type=training-event&#038;p=9236"},"modified":"2024-10-03T16:14:00","modified_gmt":"2024-10-03T15:14:00","slug":"will-writer-to-estate-planner-course","status":"publish","type":"training-event","link":"https:\/\/ctt-group.co.uk\/training-event\/will-writer-to-estate-planner-course\/","title":{"rendered":"Will Writer to Estate &#8211; Good to Great!"},"content":{"rendered":"<div class=\"standard-content container wp-block \">\n\t\t<div class=\"content\">\n\t\t\t<p><em>Reminder \u2013 If you have attended the Foundation Part 2 previously, you are welcome to only attend session 3.<\/em><\/p>\n<p><span data-key=\"442\"><strong data-slate-leaf=\"true\">The course will be consolidated across 3 sessions remotely:<\/strong><\/span><\/p>\n<p>Tuesday 26th of November<\/p>\n<p>Wednesday 27th of November<\/p>\n<p>Thursday 28th of November<\/p>\n<p>9.30am \u2013 1pm approx<\/p>\n<p><span data-key=\"452\">Session 1 \u2013 The guide to what \u2018commons trusts\u2019 do and don\u2019t do for your clients<\/span><\/p>\n<p><span data-key=\"454\"><strong data-slate-leaf=\"true\">Covering: Taxation, protection and flexibility<\/strong><\/span><\/p>\n<p><span data-key=\"456\"><strong data-slate-leaf=\"true\">Including: What do you need to know to interpret a trust for your clients?<\/strong><\/span><\/p>\n<p><span data-key=\"458\">\u2022 Bare\/Absolute Trusts<\/span><\/p>\n<p><span data-key=\"460\">\u2022 Declarations of Trust<\/span><\/p>\n<p><span data-key=\"462\">\u2022 Bereaved Minor\/Children\u2019s trusts<\/span><\/p>\n<p><span data-key=\"464\">\u2022 18 \u2013 25 Trusts<\/span><\/p>\n<p><span data-key=\"466\">\u2022 Life Interest Trusts<\/span><\/p>\n<p><span data-key=\"468\">\u2022 Flexible Life Interest Trusts<\/span><\/p>\n<p><span data-key=\"470\">\u2022 Discretionary Trusts<\/span><\/p>\n<p><span data-key=\"472\">\u2022 Interest In Possession Trusts (IIP)<\/span><\/p>\n<p><span data-key=\"474\">\u2022 Immediate Post Death Interest Trusts (IPDI)<\/span><\/p>\n<p><span data-key=\"476\">\u2022 Asset Protection Trusts<\/span><\/p>\n<p><span data-key=\"478\">\u2022 \u2018Life office\u2019 Life Insurance Trusts<\/span><\/p>\n<p><span data-key=\"480\">Session 2 \u2013 The Guide to CTT Group\u2019s trusts and how they can provide client solutions like no others<\/span><\/p>\n<p><span data-key=\"482\">Covering: Different types of trusts<\/span><\/p>\n<p><span data-key=\"484\"><strong data-slate-leaf=\"true\">Including: The Taxation, protection and flexibility benefits of:<\/strong><\/span><\/p>\n<ul data-key=\"485\">\n<li data-key=\"486\"><span data-key=\"487\">The NRB and RNRB Trusts vs<\/span><\/li>\n<\/ul>\n<p><span data-key=\"489\">Bereaved Minor\/Children\u2019s trusts<\/span><\/p>\n<p><span data-key=\"491\">18 \u2013 25 Trusts<\/span><\/p>\n<p><span data-key=\"494\">Life Interest Trusts<\/span><\/p>\n<p><span data-key=\"496\">Flexible Life Interest Trusts<\/span><\/p>\n<p><span data-key=\"498\">Discretionary Trusts<\/span><\/p>\n<p><span data-key=\"500\">Interest In Possession Trusts<\/span><\/p>\n<p><span data-key=\"502\">Immediate Post Death Interest Trusts<\/span><\/p>\n<p><span data-key=\"504\">\u2022 Family Business Trust vs \u2018Discretionary Trust\u2019<\/span><\/p>\n<p><span data-key=\"506\">\u2022 The Family Probate Preservation Plus Trust (PPPT) vs Asset Protection Trusts (APT)<\/span><\/p>\n<p><span data-key=\"508\">\u2022 The Family Investment Probate Trust vs \u2018life office\u2019 Probate trusts<\/span><\/p>\n<p><span data-key=\"510\">\u2022 The Family Life Assurance Trust vs \u2018life office\u2019 Life Assurance trusts<\/span><\/p>\n<p><span data-key=\"512\">\u2022 The Family Holdover Gift Trust vs Gift trusts<\/span><\/p>\n<p><span data-key=\"514\">\u2022 Trust of Land vs Declaration of Trust<\/span><\/p>\n<p><span data-key=\"516\">\u2022 How and why is a flexible power of appointment IIP trust so essential in estate planning\u2026.<\/span><\/p>\n<p><span data-key=\"518\">\u2022 Life Interest vs Defeasible IIP \u2013 why the latter is a crucial estate planning tool<\/span><\/p>\n<p><span data-key=\"520\">Session 3 \u2013 How Assets are Placed in Trusts<\/span><\/p>\n<p><span data-key=\"522\">Covering: how the assets are transferred is as important as the trust itself<\/span><\/p>\n<p><span data-key=\"524\"><strong data-slate-leaf=\"true\">Including:<\/strong><\/span><\/p>\n<p><span data-key=\"526\"><strong data-slate-leaf=\"true\">When is a Trust populated?<\/strong><\/span><\/p>\n<p><span data-key=\"528\">\u2013 Death Trusts<\/span><\/p>\n<p><span data-key=\"530\">\u2013 Lifetime Trusts<\/span><\/p>\n<p><span data-key=\"532\"><strong data-slate-leaf=\"true\">How is a Lifetime trust populated?<\/strong><\/span><\/p>\n<p><span data-key=\"534\">\u2013 Investments and life policies (deed of assignment)<\/span><\/p>\n<p><span data-key=\"536\">\u2013 Evidential Trusts of Land<\/span><\/p>\n<p><span data-key=\"538\">\u2013 Property\/Land \u2013 title<\/span><\/p>\n<p><span data-key=\"540\"><strong data-slate-leaf=\"true\">What happens following a house being placed into Trust?<\/strong><\/span><\/p>\n<p><span data-key=\"542\">\u2013 What does it mean to the client<\/span><\/p>\n<p><span data-key=\"544\">\u2013 What sort of interaction with the trustees moving forward might be needed?<\/span><\/p>\n<p><span data-key=\"546\">\u2013 How much protection can a trust really give?<\/span><\/p>\n<p><span data-key=\"548\"><strong data-slate-leaf=\"true\">How do the conveyancing documents work?<\/strong><\/span><\/p>\n<p><span data-key=\"550\">\u2013 Where and why might restrictions only be used as opposed to transferring legal title<\/span><\/p>\n<p><span data-key=\"552\">\u2013 What is the difference and does it dilute the effectiveness of the protection of the trust?<\/span><\/p>\n<p><span data-key=\"554\">\u2013 Probate and lifetime trusts \u2013 how do they interact?<\/span><\/p>\n<p><span data-key=\"556\">\u2013 Example and worked explanation of completed legal title<\/span><\/p>\n<p><span data-key=\"558\"><strong data-slate-leaf=\"true\">What to expect down the line?<\/strong><\/span><\/p>\n<p><span data-key=\"560\">\u2013 New First Registration process<\/span><\/p>\n<p><span data-key=\"562\">\u2013 Legacy Software changes for input<\/span><\/p>\n<p><span data-key=\"564\">\u2013 New Products including: Sales and purchases for properties with mortgages<\/span><\/p>\n<p><span data-key=\"566\"><strong data-slate-leaf=\"true\">Transferring life policies investments and other assets into trust<\/strong><\/span><\/p>\n<p><span data-key=\"568\">\u2013 \u2018Rysaffe\u2019 planning \u2013 what does it mean?<\/span><\/p>\n<p><span data-key=\"570\">\u2013 Further Planning opportunities and considerations<\/span><\/p>\n<p><strong>Get in contact with us today for further information:<\/strong><\/p>\n<p><span data-key=\"574\">T: 01926 514 390 ext 170<\/span><\/p>\n<p><span data-key=\"576\">E: partnershipteam@ctt-group.co.uk<\/span><\/p>\n<p><span data-key=\"578\">W:\u00a0<\/span><a href=\"https:\/\/ctt-group.co.uk\/\" data-key=\"579\"><span data-key=\"580\">www.ctt-group.co.uk<\/span><\/a><\/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":1521,"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>Will Writer to Estate - Good to Great! - CTT Group<\/title>\n<meta name=\"description\" content=\"Anticipating more complex affairs in will writing and estate planning. 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