Case study - Asset Protection Trusts
Asset Protection Trusts – what to do
Course content
Asset Protection Trusts – what to do:
1. When client has not yet signed up and wants a second opinion
2. Where client has signed up to it but now wants to unravel it
3. Where client has signed up and is now in care having lost capacity
About SFE case study sessions
A leading expert will craft a case study which you will receive in advance of the session. They will go through the key issues with you as a group and then will use breakout sessions for you to discuss a particular question. Each group will be looking at a different question, so that there is no risk of hearing the same solution over and over again. NB: due to the sheer number of people who have booked on, we will now not be using breakout rooms, but will ensure that you have plenty of opportunity for discussion and interaction with the speaker.
A week after the session, you will be sent a set of key learning points that you will be able to use in your day to day practice.
About the speaker
Gill Steel, has been immersed in Wills, Probate, Trusts, Tax & Elderly Client law for the entirety of her long career as a solicitor, trainer & consultant. Now non-practising, her website www.lawskills.co.uk curates articles and training information dedicated to the practitioner. There is a web shop to sign up for the LawSkills Monthly Digest dedicated to developments in Wills, Probate, Trusts, Tax and Elderly Client, paid for webinar recordings, Technical Learning Packs and more.
Registration not available.