Types of trusts and relevant case law

Professional Development

Overview

A course building on the introduction to trust course, focusing on the creation, uses and administration of various types of trust offshore. The course will also examine recent case law concerning trusts and the potential consequences for trustees of the outcomes.



Suitable For

New entrants into the industry, junior and senior administrators.

2 CPD hours
2 hours
Jersey

This course has already run and a new date has not yet been scheduled. Please contact us to register your interest.

Learning Outcomes

Having attended this course, delegates will:

  • Be able to explain the reasons for creation and uses of various different types of trust
  • Understand the risks presented by the use of the different types of trust
  • Have knowledge of some recent case law and the effects on trustees

SESSION CONTENT

  • Discretionary trusts and their uses and risks
  • Bare trusts and their uses and risks
  • Purpose trusts and their uses and risks
  • Settlor reserved power trust and their uses and risks
  • Fixed interest trust and their uses and risks