The Law of Trusts for Practitioners

The Law of Trusts for Practitioners

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Course Overview

Trust law is a challenging area for practitioners to get to grips with as trusts have many uses outside the practice of private client law which they are typically associated with, and can cross over into family, pensions and charity law to name but a few. 

This course is aimed at practitioners who are either new to the area of trusts or those who would like to refresh or enhance their knowledge in this area. The course will offer an overview to the background of the law of trusts and will offer guidance as to when and why trusts are used in different situations.

What are the requirements?

Learning Outcomes

  • On completion of this course you will:

    • Have considered the various uses of trusts today
    • Understand the background to the law of trusts
    • Be aware of the essential elements of a trust and formalities
    • Be familiar with the duties of trustees
    • Be aware of the powers of trustees and personal representatives
    • Understand the process of and law relating to the appointment, retirement and removal of trustees

    Have considered the following case law:

    • Adams and the Kensington Vestry (1884) 27 Ch D 394
    • Re Steele’s Will Trust [1948] Ch 603
    • McPhail v Doulton
    • Re Golay [1965] 2 All ER 660
    • Anthony -v- Donges [1998] 2 FLR 775
    • The Public Trustee v. Paul Cooper [2001] WTLR 901
    • Harvey v Olliver (1887) 57 LT 239
    • Hawksley v May [1956] QB 304
    • Keech v Sandford (1726) 2 Eq Cas Abr 741

What is the target audience?

  • Private client practitioners

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About Instructor - John Thurston

John is particularly interested in the law relating to wills, trusts, taxation, powers of attorney and elderly clients.

John is the author of "A Practitioner's Guide to Powers of Attorney", "A Practitioner's Guide to Trusts", "A Practitioner's Guide to Inheritance Claims" , "A Practitioner's Guide to Executorship and Administration" and "Estate Planning for the Middle Income Client" all published by Bloomsbury Professional.

John is also a contributor to "Tolley's Administration of Trusts" and "Tolley's Administration of Estates" and also contributed a section to "Tax Efficient Will Drafting" published by LexisNexis Butterworths.

Course Curriculum

recorded webinars

  • Webinar
    01:05:09

Documentation

  • Notes
    47 Page
  • Slides
    9 Page

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