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Course Overview
This qualification will help those involved with the creation and administration of trusts to anticipate, and avoid, the common pitfalls which can lead to trust litigation.
This course provides practitioners with the technical knowledge and practical skills required to avoid and better manage trust disputes.
- Gain in-depth expertise: Improve your understanding of the themes that are commonly encountered in relation to trust disputes to enable you to anticipate and avoid issues, reducing the risk and need of litigation.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners.
This course can be taken as part of the STEP Diploma.
Course Content
- Recurrent themes and key principles in trust disputes
- Different causes of trust disputes
- Measures to protect parties in anticipation of trust disputes
- Preventative actions to avoid trust litigation
- Post-litigation safeguards for involved parties
- Issues to consider in cross-border litigation
- The potential risks involved in the creation and administration of trusts and how to manage and avoid them
Benefits
- Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world.
- Industry recognition: Awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
Prerequisites
The course is designed for all professionals involved in the creation and administration of trusts.
Students of this course typically include:
- trust officers/administrators
- trust managers
- trustees/fiduciaries
- corporate administrators
- lawyers/solicitors/attorneys
- wealth managers
- financial/estate planners
- accountants
- tax advisors
- compliance officers/managers
- bankers
To take this course you need to be a member of STEP at Affiliate level or higher. Find out more about how to join STEP here and allow sufficient time (approximately 5 business days) for your membership application to be processed before course enrolment is possible.
Assessment
The course is assessed by way of a 3,500-4,000 word written assignment, based on a case study published two months before submission.
Course Tutor
CLT International
CLT International has been providing certificated training and qualifications to professionals in the private client and wealth management industry since 1999. As an international company operating in over 90 global centres, they provide training to over 3,000 delegates per year and are also the exclusive provider for STEP, the worldwide professional association for those advising families across generations.
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