STEP Sussex Summer Special
Estatesearch are proud to be sponsoring this year’s STEP Sussex Summer Special.
This event will have the following 3 speakers covering a variety of topics.
Lesley King: Private Client Update
This session will provide a review of current issues in Private Client Practice. The session will focus on good practice and avoiding pitfalls. The content will depend on developments during 2024 but is likely to include:
· A look at errors in will drafting in recent cases including Pead v Prostate Cancer UK
· Any developments in relation to the Trust Register
Objectives
After completing the session delegates will be:
• aware of recent developments in the private client area
• able to amend office practices appropriately.
John Barnett: How to give things away but keep control
In this session John will compare trusts, family investment companies, partnerships and other structures which enable donors to give assets away but keep back varying degrees of control. The session will look not only at the tax differences between various structures, but also at the practical, regulatory and asset-protection aspects of the different alternatives.
Objectives
After completing the session delegates will be:
• better able to identify client issues, and advise accordingly.
Alex Cisneros: Speaking about LPAs for Business – Practical Tips & Avoiding the Pitfalls
The presentation will cover LPAs for use for business affairs, practical tips and drafting. Alex will provide some context about when they may be used, or even when not to use them!
Objectives
After completing the session delegates will be:
• able to more confidently draft and advise on business LPAs
• be able to spot pitfalls
For more information on the event, click here.
