What is a Trust?

A trust is a legal arrangement where a trustee manages and protects the assets of the settlor/trustor for the benefit of beneficiaries. It serves as a valuable tool for wealth managers to help clients efficiently preserve and transfer their wealth. Trusts are integral to estate planning, asset protection, and tax management, ensuring that wealth is distributed according to the client’s wishes.

They also provide a structured method to safeguard assets from legal disputes and creditor claims. By utilising trusts, wealth managers can develop tailored solutions that protect assets across generations and enhance clients’ control over their financial legacies.

At ACWM, we are dedicated to deepening your understanding of trust through our extensive programs. Our commitment to knowledge sharing ensures that members gain valuable insights into:

• Trust Creation: Master the essential steps to establish trusts tailored to your client’s needs.
• Trustee Responsibilities: Learn the key duties and best practices for effectively managing trusts.
• Asset Protection Strategies: Discover innovative ways to safeguard assets against potential risks.

Key Topic

Join us as we delve into the crucial aspects of trust management, including:

Trust Planning

Understand how to design trusts that shield wealth from legal challenges and market fluctuations.

Wealth Transfer

Discover ways to distribute assets effectively using customized trusts and wills while respecting your client’s wishes.

Legacy Planning

 Learn how to pass on assets to future generations while keeping your clients’ intentions in mind..

Tax Efficiency

Find out how to reduce tax burdens for estates and heirs, helping clients get the most from their trusts.

Privacy

Understand how trusts can help maintain confidentiality and avoid the public probate process associated with traditional wills.

Flexibility and Continuity

  Understand how to ensure seamless asset management during incapacity or after passing, preserving your clients’ wishes.

Our interactive webinars and seminars create a collaborative environment, enabling you to engage actively with industry experts and connect with fellow professionals.