Trusts for Today

Author(s): compilation of papers

Description:

Materials comprised of a paper and a PowerPoint handout

Presenter

Tammy McLeod, Director, Davenport Harbour Lawyers. 

Synopsis

Many lawyers will have dealings with trusts whether acting as trustees, providing clients with advice or drafting trust deeds. Understanding trusts and keeping up to date with developments in trust law is therefore essential.

These materials provide insights into trusts generally and what lawyers need to do to ensure existing and future trusts (in light of the Trusts Bill being passed) are fit for purpose.

These materials will help you

  • Learn more about the issues that may arise with existing trust deeds as a result of recent case law development, and how to use powers to vary and update trust documentation.
  • Gain insights into the makeup of trustees, who the beneficiaries are, the need for unanimity and the implications of this for trustees.
  • Understand better the requirements for the diversification of investments under s 13D of the Trustees Act 1956, and the problems that may arise from self-interest, self-dealing and conflicts of interest and how these may be affected by the Trusts Bill.

Intended audience

Junior and intermediate lawyers involved or likely to be involved with trusts. It may serve as a useful refresher for more senior trust practitioners.

Publication dateSeptember 2019
FormatPDF and/or hard copy
CPD Seminar Papers ISBN: W0254/P
Prices
ADLS Members $ 10.43
Non-Members (lawyer) $ 15.65
Non-Members (public) $ 15.65
Quantity
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