Private wealth breakfast seminar - Exeter


Event details

Exeter office

Thursday 26 September 2019

8.30am - 9.30am 

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Join us for our next seminar on asset protection focusing on Estate planning and Wills. We will provide specialist insight and share views and ideas on current issues relevant to the sector.

We will be covering the following:

Effective use of trusts in Wills

  • Our partner Amanda Rainford in our Private Wealth team will discuss strategies for the use of trusts within Wills for purposes of asset protection and effective estate planning. Amanda will highlight circumstances when trusts may be appropriate and in particular will focus on determinable life interest trusts.

Rights of beneficiaries and the options if a trustee is not performing

  • Our partner Helen Briant and senior associate Maria Dunn in our Dispute Resolution team will discuss the rights of beneficiaries of trusts and what they can do if they consider the trustees are breaching their duties
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