1
Type Speaker CPD Hours Level
Webinar
1 IntermediateInformation
Accreditation Information
SRA Competency B

Introduction

Many clients may have an ‘American’ dimension to their lives and in recent years there has been increased interest in owning property in the USA.

One of the most used facets of US estate planning is the living trust.

This newly updated webinar will provide UK based advisors with an understanding of the key issues.

What You Will Learn

This webinar will cover the following:

  • What is a living trust?
  • How it fits with English law concepts
  • Special status and reciprocation
  • Clients for whom it may be a good fit
  • Alternatives arrangements to a living trust

This webinar was recorded on 25th March 2021

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.

New: Enjoy unlimited 24/7 access to over 1785 webinars with an MBL Annual Webinar Subscription. Email webinarsubscription@mblseminars.com for details..

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Estate Planning & US Living Trusts - A Guide to the Key Issues for UK Clients

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New: Enjoy unlimited 24/7 access to over 1785 webinars with an MBL Annual Webinar Subscription. Email webinarsubscription@mblseminars.com for details.

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