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The Law of Trusts for Practitioners

Data Law Limited


£60 inc VAT
Or £20.00/mo. for 3 months...
Study method
Online, self-paced
1 hour
No formal qualification
Additional info
  • Tutor is available to students

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Learning Outcomes

  • On completion of this course you will:

    • Have considered the various uses of trusts today
    • Understand the background to the law of trusts
    • Be aware of the essential elements of a trust and formalities
    • Be familiar with the duties of trustees
    • Be aware of the powers of trustees and personal representatives
    • Understand the process of and law relating to the appointment, retirement and removal of trustees

    Have considered the following case law:

    • Adams and the Kensington Vestry (1884) 27 Ch D 394
    • Re Steele’s Will Trust [1948] Ch 603
    • McPhail v Doulton
    • Re Golay [1965] 2 All ER 660
    • Anthony -v- Donges [1998] 2 FLR 775
    • The Public Trustee v. Paul Cooper [2001] WTLR 901
    • Harvey v Olliver (1887) 57 LT 239
    • Hawksley v May [1956] QB 304
    • Keech v Sandford (1726) 2 Eq Cas Abr 741

What is the target audience?

  • Private client practitioners


Trust law is a challenging area for practitioners to get to grips with as trusts have many uses outside the practice of private client law which they are typically associated with, and can cross over into family, pensions and charity law to name but a few.

This course is aimed at practitioners who are either new to the area of trusts or those who would like to refresh or enhance their knowledge in this area. The course will offer an overview to the background of the law of trusts and will offer guidance as to when and why trusts are used in different situations.

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What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.