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22 Nov 2017

Drafting Wills & Trusts - Enniskillen

Details

Date 22 Nov 2017
Time 13:00 - 15:00
Location Killyhelvin Hotel, Enniskillen
Cost £70.00 per person
CPD Points 2 General Group Study
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Description

This practical guide to drafting wills and trusts has been designed to provide maximum benefit to sole practitioners and small/medium firms.

Topics to be covered include:

  • Who is the Client?

  • Capacity;

  • The Golden Rule;

  • Commencement;

  • Executors;

  • Guardians;

  • Types of Gift;

  • Tax issues;

  • Use of the Nil Rate Band and the Residence Nil Rate Band;

  • Wills for Business Clients;

  • Charitable Gifts;

  • Administrative Provisions;

  • Trust Planning.

The seminar will be delivered by Michael Graham, Cleaver Fulton Rankin Solicitors. Michael is Head of the Private Client Department, and specialises in trusts, tax, the administration of estates and issues affecting elderly and vulnerable clients. Michael is the former Chair of the Northern Ireland branch of STEP and also sits on the Law Society of Northern Ireland committee for Non Contentious Business. Michael is a member of the Executive Committee of Will to Give – a local charity created to promote charitable giving by will in Northern Ireland.

To increase accessibility this seminar will take place in the following locations:

Wednesday 22 November 2017

Killyhevlin Hotel, Enniskillen 1pm – 3pm

Thursday 30 November 2017

Canal Court Hotel, Newry 10am – 12 noon

Law Society House, Belfast 3pm – 5pm

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