[PFS] Breakfast Seminar - Trusts in Wills
Event Details
With the seemingly annual legal changes around estate planning and inheritance, it is easy to forget that English Trust Law has been in place since the Middle Ages.
Understanding of this area has never been more important, so whether you are a seasoned expert or a relative beginner to the world of trusts, why not attend our breakfast seminar to brush up on your knowledge?
This event is kindly sponsored by Michael Ambrose Ltd
By the end of the workshop you will be able to
- Understand the four main trusts used in wills
- Explain why they are used
- Understand how to ensure the trust (s) are set up correctly following the death of the testator
The IIL provides accredited training and this event represents 1 hour of CPD.
Arrival at 7.45am for bacon sandwiches and coffee, with the talk beginning at 8.00am. Finish at 9.00am
Speaker: Jill Clayton
Senior Regional Estate Consultant, Kings Court Trust
Jill is a Senior Regional Estate Consultant for Kings Court Trust Ltd and has worked there for 3 years.
Previously she worked for Co-operative Legal Services as a Probate Consultant and has worked in the probate and estate administration industry for 12 years.
Jill has conducted hundreds of family meetings in that time advising them of their legal obligations following a bereavement
Presentation Slides
To view our image and video capture consent statement, please click here.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.