ON-DEMAND: Trusts: From Setting Up, to Winding Up.

Trusts can sometimes be overlooked as an option for lifetime planning and their uses within estates, however when prepared properly these can be great tools in a practitioner’s armoury to ensure that a client’s needs are met.

Problems can arise however if the trust is not drafted properly, and this has led to cases where the objectives of the trust may not be met, or beneficiaries have lost out.

Tax complications can also cause problems and full advice and careful drafting should be done at the start to ensure the objectives of the trust are being met.

This seminar series will steer you on the right path and provide practical advice and processes to enable you to advise clients and navigate through the minefield of trust management.

What You Will Learn

• The most common types of trusts:
  • Bare trusts
  • Life interest trusts
  • Discretionary trusts
  • Personal injury trusts
  • Disabled persons trusts
• The tax implications of Trusts
• Case law
• Trust drafting- layout, standard clauses to include, and practical tips
• Common drafting errors to look out for
• Amending or varying a trust
• Winding up a trust- the pitfalls.
• The TRS and the registration process

Extensive notes will be provided and time will be set aside for delegate questions

Please note, the course fee is per person.

All sessions are recorded and available on demand if you are unable to join live. Please book your place and the recording will be circulated 48 hours after the live session to review on-demand.

Who Should Attend

• This course is suitable for fee earners and support staff of all levels working or starting in the area of Trusts, whether setting them up in someone’s lifetime or managing them in a Will, or on death.

Level

• All Levels

Dates:

• Wednesday 17th January
• Tuesday 23rd January
• Tuesday 30th January
• Tuesday 6th February
• Tuesday 13th February

Speaker

Helen Forster

I am a solicitor and Trusts and Estates Practitioner. Since qualifying in 2009, I have specialised in Wills, Probate, Trusts, Tax and Court of Protection matters, and I am a Dementia Champion with Age UK, a member for Solicitors for the Elderly and also a member of STEP (The Society of Trusts and Estates Practitioners).

My other work includes seminars, lecturing and training throughout the Country with institutions such as regional Law Societies and MBL Seminars Limited, as well as providing in house training on a number of subjects.

In addition, I also teach night classes at Rossett School Adult Learning in Harrogate, giving individuals and insight into how legal documents such as Lasting Powers of Attorney are drafted, as well as pitfalls and problems.

Over my career I have been highly commended twice in the Yorkshire Legal Awards, as well as receiving an award for second place in the Modern Law Awards 2016 in the category of “Rising Star” in England and Wales. HTF Legal has recently won an award in the Retirement Planning Awards as best Wills and Probate Solicitor in Yorkshire in 2022. I have recently been shortlisted for Managing Partner of the Year 2023 in the Yorkshire Legal Awards.