Trusts remain one of the most effective tools for estate planning, asset protection and wealth preservation, but only when they are established, administered and governed correctly.

This practical 3-hour masterclass explores the complete trust lifecycle, combining the legal framework with practical guidance on trust administration, governance and strategic planning.

Delegates will gain a practical understanding of modern trust practice, supported by recent legislative and case law developments.

Topics Discussed:

• Understanding trusts and the legal framework
• Establishing and structuring trusts
• Types of trusts and their practical applications
• Trustees, beneficiaries and fiduciary responsibilities
• Trust administration, governance and compliance
• Trust assets, contracts and distributions
• Overview of Taxation and strategic trust planning
• Business, offshore and estate planning considerations
• Termination of trusts and recent legislative developments
• Practical examples and case studies and professional guidance

All Included:

• Recording of the session
• Q&A with the presenter
• Downloadable course material
• Certificate of training
• Assessment (optional)
• SAIT Accredited (3 verifiable CPD hours)