C2: L1 – UNDERSTANDING REAL ESTATE SUCCESSION PLANNING, WILLS & TRUSTS



LEARNING OBJECTIVES

  •  Understanding the legal difference between wills, trusts and Lasting Power of Attorney (LPAs)
  •  Understanding their relevance to Estate Planning
  • Understanding how to aid your clients in their wealth planning (investment properties) through real estate
  • Understanding the use of trust deeds to hold properties for taxation purposes
  • Understanding the use of trust for bankruptcy protection

2 CORE CPD HOURS

Approved by the CEA for the mandatory CPD Scheme will be awarded for this workshop