Trust drafting is both a skill and a responsibility, where precision is paramount.  Clients rely on their lawyers to accurately capture their intentions, ensuring their wishes endure over time.

This session is focussed on the drafting of discretionary trust deeds for individuals and families having regard to a client’s objectives, with a particular focus on family and inheritance trusts.  The session discusses the issues to be considered and how that might shape certain key areas in the trust deed.

We will also consider other documentation practitioners may need to prepare to ensure client objectives are met and the overall trust structure remains robust.

Who Should Attend?

General practitioners and other professionals who draft trust deeds.

Learning Outcomes

• Understand what to consider when drafting trust deeds.
• Gain an understanding of how the settlor’s objectives can be accurately reflected in the trust deed.
• Gain insights into best practice approaches to drafting in various contexts.
• Practical aspects to consider in implementing control structures contemplated in the trust deed.

Presenter Details

• Fiona King, Partner, TGT Legal
• Stephen Law, Partner, TGT Legal