Post-Death Variations - A One Hour Guide for Private Client Advisors
Type | Speaker | CPD Hours | Level |
---|---|---|---|
Webinar
|
1.25 | Intermediate |
Course Outline
Introduction
There are multiple ways by which the dispositions effected by a deceased person may be varied. Often, but not always, this is done for tax reasons.
This webinar will consider the different ways in which a variation can be made and the circumstances in which a variation may be beneficial.
What You Will Learn
This webinar will cover the following:
- Situations in which a variation is advantageous
- Situations in which a variation is problematic
- Creating trusts by deed of variation
- Traps to watch out for
- Tax consequences of different types of variation
- Compliance with testator's request
- Distributions from discretionary will trusts
- Inheritance Act claims
This webinar was recorded on 9th January 2019
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