Discretionary Trusts

Learn how to effectively use LEAP for the formation and administration of Discretionary Trusts.

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About this course

Trusts in LEAP 

This course will cover key principles of Discretionary Trusts in LEAP including: 
    • Discretionary Trusts (Matter Type) for formation and winding up
        • Settlor 
        • Trust details
        • Beneficiaries
        • Trustees
    • Trust Administration
        • Critical dates
        • Gifting and Loans
        • Assets and Liability fields

Duration: 10 Minutes 

Curriculum

  • Introduction and Key Concepts
  • Trust Parties in LEAP
  • Critical Dates
  • Trust Administration
  • Up Next
  • Summary

About this course

Trusts in LEAP 

This course will cover key principles of Discretionary Trusts in LEAP including: 
    • Discretionary Trusts (Matter Type) for formation and winding up
        • Settlor 
        • Trust details
        • Beneficiaries
        • Trustees
    • Trust Administration
        • Critical dates
        • Gifting and Loans
        • Assets and Liability fields

Duration: 10 Minutes 

Curriculum

  • Introduction and Key Concepts
  • Trust Parties in LEAP
  • Critical Dates
  • Trust Administration
  • Up Next
  • Summary