The Liver Building

Personal Injury Trusts (online – x2 sessions)

Details

Speaker: Helen Forster

Date: Monday 3rd February, 2025

Time: 09:30 - 12:30

Areas of Law: Civil Litigation; Personal Injury; Wills, Trust, Tax & Probate

Competencies: B

Venue:
Online

Course Code: S4846

Description

Personal injury trusts are a niche area full of traps for the unwary. These live and interactive sessions will explain when and how you should advise your clients to consider the founding of a personal injury trust, how to draft them, the problem areas and practical advice and guidance.

Part 2 – 5th February, 1.30pm – 4.30pm

What You Will Learn

  • A reminder of personal injury trusts
  • What is a personal injury trust?
  • When are they required?
  • When can they be set up?
  • What can a personal injury trust obtain for the compensated person?
  • Types of personal injury trust
  • Financial advice and investment of personal injury awards
  • Personal injury trusts and the Court of Protection – applying for a PI trust for ‘P’
  • Acting as professional trustee – Trustee Act duties, special investment related concerns and Solicitors Accounts Rules
  • Purchasing property as trustee
  • Death and inheritance tax
  • Problem areas

Can’t make the date/time or need to revisit the training? No problem, booking onto this event means you will receive a link to access a recording of the event at your leisure! The link will be sent within approx 72hrs of live broadcast & be available for approx. 3 months, to view as many times as you wish.

Speaker Biographies

Helen a solicitor and Trusts & Estates Practitioner. Since qualifying in 2009, she has specialised in Wills, Probate, Trusts, Tax and Court of Protection matters, and is a Dementia Champion with Age UK, a member for Solicitors for the Elderly and also a member of STEP (The Society of Trusts and Estates Practitioners). In addition, she also teach night classes at Rossett School Adult Learning in Harrogate, giving individuals an insight into how legal documents such as Lasting Powers of Attorney are drafted, as well as pitfalls and problems. Over her career she has been highly commended twice in the Yorkshire Legal Awards, as well as receiving an award for second place in the Modern Law Awards 2016 in the category of “Rising Star” in England and Wales. More recently HTF legal has been awarded “Best Wills and Probate” firm in Yorkshire in 2023.

Prices

Member £175
Non-member £225
Training Passport Free
Note: 20% VAT added at checkout