Seminar: Care Fee Advice & Trusts 24-01-2024

Local solicitor and trusts expert Philip Evans from Graham & Rosen will be giving a seminar about dealing with Care Fee Advice and Trusts, Wednesday 24 January 14:00-16:00.

Philip, who has over 26 years of practical experience and who is a full member of the Society of Trust & Estate Practitioners, will cover the following topics:-

  • Care fee advice
    • Overview of the care fee means test
    • The basics of care fee planning
    • The use of trusts in care free planning
    • Will the planning be effective?
    • Deliberate deprivation of capital
    • Notional capital
  • Trusts
    • Drafting simple Will Trusts for children or grandchildren
    • Powers of advancement and maintenance
    • Investing the trust fund
    • Powers relating to residential property
    • Trust Registration Service update

Refreshments will be provided during the break. The seminar will also be a chance to network with fellow private client practitioners.

The seminar is free for members of Hull Law Society and £25 plus VAT for non-members.

To reserve your place, please e-mail [email protected]