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28 Nov 2018

Drafting Wills & Trusts - Newry

Details

Date 28 Nov 2018
Time 10:00 - 12:00
Location Canal Court Hotel, Newry
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:

Tuesday 27 November 2018

Killyhevlin Hotel, Enniskillen 12noon – 2pm

Wednesday 28 November 2018

Canal Court Hotel, Newry 10am – 12noon

Tuesday 4 December 2018

Law Society House, Belfast 1pm – 3pm

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