This On Demand was recorded on 7 July 2022.

Not Just Another Trusts Webinar: Options for Succession Planning

A client may think they need a trust, but in fact what may best meet their needs might well be something else. There are many considerations in determining whether a trust is the right fit for a specific client, including their circumstances, relationships and risk profile.

This On Demand will look at the reasons to not have (or have) a trust, when making a change from a trust set-up might be appropriate, and what alternatives might suit in particular situations.

Who should view?

Those practising in the areas of wills, estates, trusts and private client work as well as general practitioners.

Learning Outcomes

• Refresh your knowledge of when a trust might be or not be the right fit for a client.
• Become better apprised of when a client might look to wind-up, vary or resettle a trust.
• Develop a better understanding of the alternatives to trusts for succession planning, including arrangements in respect of real property and other assets.

Presenter Details

Presenter

Tammy McLeod | Director, Davenports Law Limited