Estate Planning Testamentary Trusts 101
This keynote 2024 on-demand CPD session will cover the following learning outcomes:
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- Testamentary Trust Wills – a basic understanding of the roles
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- Tips to structuring a TTW that is easy to follow
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- The Risks to an Estate & how to mitigate against those
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- 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.
Richard10 –
best CPD for me 23/24 . informative and interesting
paula-3146 (verified owner) –
informative & practical
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.
Hakki Nami –
Well prepared and presented.
Erich Conradie –
I loved the clear lift-out of the relevant law principles.