September: Estate Planning Foundation Course New!
This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.
The course also provides a practical introduction to making Lasting Powers of Attorney, including identifying the parties involved and registering Lasting Powers of Attorneys.
As part of the Training program you will be required to complete practical assignments using a Training version of the Countrywide Legacy Software. These assignments will form part of Sessions 3 and 4, during which you will work through them with the assistance of the presenter.
Please note the software is only compatible with Windows based machines and will not operate on a Mac.
Course Session Details
Who are CTT Group
Estate Planning Team
Why you should make a Will
Intestacy
Mental Capacity
Roles in the Will
Powers in the Will
Codicils and alterations to a Will
Clients Estate
Legacies & Residue
Tax Allowances
Ownership of assets & problems of basic wills
Threats to wealth
What is a Trust
Questions
Session 2
Bloodline planning
NRB (tax-free allowance)
RNRB (tax-free allowance)
Solutions for married and non married couples with an estate value below the tax free allowances
Solutions for married couples with an estate value above the tax free allowances
Short introduction of how to deal with Business and Agricultural assets in the Will
Lump sum Pension Death Benefits and Estate Planning
Questions
The Probate Preservation Plus Trust (PPPT)
Lasting Powers of Attorneys and their importance to your clients
Document Storage
Assignment 1 – Basic will
Assignment 2 - Will directing assets between two trusts and x2 MOW
Assignment 3 – LPA
Risk - What are the risks?
- How do we identify these?
- Who are we protecting?
Software & Legacy Portal
Communication
Training
Assignment – process of Recommendations Report and Client Simulator
Contracts
Introduction to BEST Foundation
Tracking orders submitted to CTTC
Software
Questions
This session is all about you! Hosted by the Estate Planning and Partnership Teams, we offer an open forum where you can ask any questions about the course content, or over anything you’re unsure about. Attendance is completely optional—you can join to take part, listen in, or simply drop by. Whatever suits you, this session is designed to address your needs and help you feel confident moving forward. We encourage plenty of questions and look forward to a lively discussion.