What is a trust?

Professional Development

Overview

Provides an overview of the origins of a trust relationship. Describes and explains the terminology used in the sector, assisting new professionals to identify key issues. Covers the common types of trust in use including the basics of trust administration and common problems that may occur.

Online Classroom

online classroom

This course will be delivered through Online Classroom Live.

Please read our Online Classroom for Professional Development FAQ

Suitable For

New entrants into the industry and junior administrators.

24 Nov 2020    View session times
24 Nov 2020    09:00 - 11:30
2.5 CPD hours
2.5 hours
Jersey

What is a trust?

Date: 24 Nov 2020
Time: 09:00 - 11:30

Cost: GBP 150

Learning Outcomes

Having attended this course, delegates will:

  • Understand the origin of trusts
  • Be able to explain basic trust concepts and terminology
  • Discuss the uses of various types of trust

Course Content

  • What is a trust and why do clients use them?
  • How is a trust created and who are the parties to a trust?
  • Settlors, beneficiaries and trustees
  • Types of trusts used in offshore jurisdictions and rationale
  • Trust documentation and roles and responsibilities