Trusts seminar DVD

Trusts seminar DVD

£6.00

One of the most exciting yet avoided financial planning subjects is trusts. Will trusts, simple trusts , family trusts, life assurance trusts and pension trust; just to mention a few, all play an extraordinary part in the financial planning process. In short, trusts are crucial to the success of even the most basic financial plan.

Description

One of the most exciting yet avoided financial planning subjects is trusts. Will trusts, simple trusts , family trusts, life assurance trusts and pension trust; just to mention a few, all play an extraordinary part in the financial planning process. In short, trusts are crucial to the success of even the most basic financial plan.

 

Here is the seminar of enlightenment. Here is the light on your perceived dark subject.

 

Terence O’Halloran’s much acclaimed Trust Seminar was delivered far and wide to audiences in the United Kingdom and as far away as India and Malaya. The focus on simplicity and the way trusts work is paramount to understanding what is a complex subject combined with easy to apply enacting clauses. Understanding the relative positions of beneficiary, trustee, settlor and the application of those terms helps enormously.

 

This two part DVD is a very entertaining, practical, overview of Trusts and is a great precursor to the book or audio formats in Trusts –a Practical Guide which broaden the topic further from this DVD seminar presentation.

 

There is one disk covering the BASICS and then broadening the scope to ADVANCED trust usage. The ability, your ability, to understand and use trusts is crucial to your client’s long term financial planning success. This DVD will reassure you that rather than being a topic to fear TRUSTS are there to be understood and enhance what you do. This seminar is all about you using this versatile and useful subject matter to enhance the service that you give. Watch and be amazed at what you can do.

Additional information

Format

A single DVD in two parts.
Part 1 the basic principles of using trusts, when, where how and why?
Part 2 Actual advanced case studies illustrating the breadth of application of trusts in real life.

Observation

‘Trusts, The Seminar’ is a full recording of the seminar delivered by Terence O’Halloran and is still as pertinent today as it was when it was delivered some 15 years ago. The DVD runs through all of the main uses of trusts and the enacting clauses that make trusts work.

Seminar is about the essential language that makes a trust work. Those that advise on trusts have many templates to work from but the words that make those templates do what the individual creator of the trust wants to achieve is what is in this DVD and of course trust a practical guide the book written by the presenter of this excellent seminar. That is the power that is placed in your hands: a guidance system that creates the achievement of an individual’s wishes. The technical language that creates the framework / template of a trust is discussed in many other books and seminars. This is a seminar about the enabling clauses, the GPS that gets us to where we are going.

2 reviews for Trusts seminar DVD

  1. Phil

    Having attended one of your presentations I am so pleased that I bought the DVD of the trusts seminar. There is just so much information, so ably presented, and in such a fashion that it makes trust not only usable but understandable for my clients. Thank you.

  2. George Reynolds.

    Trusts have always been a mystery to me until I attended your seminar. I purchased your book trust a practical guide which is proved invaluable and then sent for and I’m pleased to have received trusts the seminar which provided such a refreshing means of revisiting my original experience. Excellent. You will never know how much this has improved my professional practice.

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