EVENTS

IPW - OPEN WILLWRITERS LINK (OWL) MEETING 17th September 2019
Weston Hall Hotel, Weston Lane, Bulkington, CV12 9RU

    (Plenty of car parking available)

Tea/Coffee available from 09.30 

Meeting runs from 10.00 to finish around 12.30

CPD:  2.5 hrs


Full Course Details

Speaker

Our speaker will be Peter Burton, who is Learning and Development Manager at Fortis Law (formerly Taylor Rose TTKW / Philips Trust Corporation). He will be covering two interesting and important topics, namely:

Lifetime trusts in context

How to position the lifetime trust option within the wider context of the estate planning conversation

Constructing appropriate files

Obligations of the Estate Planning Consultant in connection to the presentation of files  

Plenty of opportunity will be provided for questions and answers

Testamentary Teasers

Testamentary Teasers are brief items (e.g. questions or experiences) that don’t warrant a full session from a speaker, but which would be useful for the group to discuss for a few minutes. If you have anything that you feel suitable for such a slot, please let me know.


 


Booking Arrangements

Cost
£10 per attendee – if you wish to pay by BACS please ask me for details, otherwise cash on the day. Everyone is welcome including new attendees.


R.S.V.P.
If you have not already confirmed your place at the meeting please let Peter Wood know, either via 0116 287 1964 or 07711 062 064 or peter.wood@inhousewills.co.uk


GDPR
If you no longer wish to be invited to these meetings, or if you know of someone else who wants to be on my list, please let me know.

Peter Wood

TAGGED IN: Wills




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