Description
This course provides practitioners with the technical knowledge and practical skills required to manage wealth held in trust in a professional and effective manner in compliance with industry best practice.
- Gain in-depth expertise: Improve your technical knowledge of the trust concept and the role, powers, and duties of a trustee.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners on everyday matters encountered in international trust management from creation, modern usage, and administration of trusts.
- Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world.
- Industry recognition: Recognised worldwide as the ‘gold-standard’ benchmark qualification for those working in the international trusts industry by employers, regulators, clients, and professionals, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
What you will learn
- Review of the trust concept
- Marketing trust services and accepting new business
- The trust instrument — part 1: preliminary provisions
- The trust instrument — part 2: dispositive provisions
- The trust instrument — part 3: administrative provisions
- Choice of law to govern the trust
- The role and status of a protector
- Estate planning and forced heirship issues
- Asset protection trusts
- Purpose trusts
- Private foundations
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