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Estate Planning Testamentary Trusts 101 (2024)

$88.00 $88.00 for 1 year

Estate Planning Testamentary Trusts 101

This keynote 2024 on-demand CPD session will cover the following learning outcomes:

    1. Testamentary Trust Wills – a basic understanding of the roles

                                                         i.      Trustee

                                                       ii.      Appointor

                                                     iii.      Beneficiaries

                                                     iv.      Protecting estates from matrimonial claims  

    1. Tips to structuring a TTW that is easy to follow 

                                                         i.      Clear structure helps clients to understand their will in simple plain English

    1. The Risks to an Estate & how to mitigate against those

                                                         i.      Family Provision Claims overview of claimants

    1. Deed for Mutual Wills – when to advise on them

1 CPD unit – substantive law

NB: This is a fast track edit from March CPD-LIVE 2024.  This on-demand recording is yet to be reviewed by the speakers.  Once done in April this recording will be re edited and then republished, available for you to watch.

About your speaker, Claire Styles:

Claire is not just a great lawyer, she’s a great communicator and trusted advisor. Sole Practitioner of the Year (2023) Women In Law.

At her core, Claire is an entrepreneur – someone who thinks outside the box, strives for continual innovation and delivers advice backed by a strategic perspective.

She is a highly experienced lawyer in estate planning, asset protection, estate litigation & real estate. She’s also a mediator and estate litigation expert. She prides herself on building great long-term relationships that add real value to her clients.

Claire is empathetic with her clients, listening closely to their most deeply held wishes. She can quickly understand the most complex family scenarios and help navigate relationships respectfully.

By cutting through to what matters most, Claire is able to help her clients clearly understand their options, evaluate the risks and identify opportunities. Claire is driven to enable her clients to make the best possible decisions.

4 reviews for Estate Planning Testamentary Trusts 101 (2024)

  1. Richard10

    best CPD for me 23/24 . informative and interesting

  2. paula-3146 (verified owner)

    informative & practical

  3. Hakki Nami

    Good presentation. I always put in a will reasons, if a child or some one is getting less or nil, to avoid challenge, but Family Provision Act can come in.

  4. Hakki Nami

    Well prepared and presented.

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