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Drafting Lifetime Trusts

Course Outline

An essential review of what you need to know before drafting a lifetime trust.

We will consider in detail the standard provisions of typical trust deeds, examining the rationale for each provision and some alternative options, and will explore the steps required for the completion of trust deeds.

Course Details

Category
Technical
Topics
Trusts Inheritance Tax Planning
Duration
2.5–3 hours
Delivery
In-person or online
Level
Mid-level and above