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Private Client:
Private Client: Wills, Trusts and Estate Planning 2019
Author(s): Lesley King
Price: £35.99
Published: 15th Jan 2019
ISBN: 9781912363759
Private Client: Wills, Trusts and Estate Planning is a comprehensive and user-friendly examination of the legal and taxation implications arising from estate planning work within the private client department of a solicitors’ firm. The guide deals in a practical way with all the areas confronting the practitioner on a day-to-day basis, from tax and financial planning to the administration of trusts. Throughout the text, worked examples illustrate how to calculate the tax position of the client.

Contents

Private Client
Financial Planning
Enduring Powers of Attorney, Lasting Powers of Attorney and Living Wills
Estate Planning
Introduction to Settlements
Drafting Lifetime Settlements
Drafting Beneficial Interests
Accumulation and Maintenance Settlements
Trust Advances and Appointments
The Exercise of Powers of Advancement and Appointment
Basic Will Drafting
Will Trusts
Post-Death Arrangements
Trust Administration
The Overseas Dimension
Appendices

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