Introduction to Trust Law and Administration

Description

This webinar offers a concise introduction to trust law and its practical use. It covers the creation of trusts, their key parties—settlors, trustees, and beneficiaries—and examines trustees' duties, powers, and liabilities. The rights and interests of beneficiaries are also explored, alongside common types of trusts, such as discretionary and fixed-interest trusts, and their applications in offshore planning for asset protection and estate planning. Attendees will gain essential knowledge to understand and navigate the complexities of trust administration in an offshore context.

This webinar provides one-hour of CPD and offers a structured learning experience designed to deliver actionable outcomes. Participants will gain valuable insights and practical skills to apply in their professional roles.

Delegates places are interchangeable with colleagues from the same organisation.

 

Content 

  • What is a Trust and how are they created?

  • Key parties to a Trust

  • Trustee’s duties, powers and liabilities

  • Beneficiary interests and rights

  • Common types of Trusts and how they are utilised in offshore planning

 

Presenter

Jo French

Expert Trainer at the School of International Financial Services

Jo French 

Jo, through her company JETT Limited, specialises in developing contemporary bespoke, technical in-house CPD programmes covering a range of AML, compliance and governance issues. She has over 25 years’ experience in delivering credible training to a wide range of financial service businesses both in the Crown Dependencies and internationally, as well as institutions that include the BBA, the ACSP in the Isle of Man, Guernsey Training Agency and the Jersey International Business School where her role also extended to delivering on Buckingham University’s BSc (Hons) in International Financial Services degree as part of their faculty. 

In addition, she has taught on the International Compliance Association’s full range of AML and compliance qualifications since 2005, and as a Fellow of the Governance Institute (formally ICSA) written and delivered across both level 4&5 Certificate and Diploma, as well as the qualifying scheme, (subjects include Corporate Governance, Risk Management, Boardroom Dynamics, Company Law and Company Compliance and Administration.) Jo’s ICSA students have won many international prizes, most recently in Trust and Company Administration in May 2021, and CORE in the  November 2021 exams. 

A committed educationalist, Jo has a First Class Law Degree (LLB) and Masters in Law (LLM) (Merit) from Queen Mary University of London specialising in financial services law. She is passionate about the delivery of accessible and innovative training courses.