No one likes to consider that all the named beneficiaries in their will might die before them or in a family disaster. Yet, without careful planning, the default intestacy rules may determine how their estate is distributed, and this works for very few individuals in this type of situation.
This webinar explores the importance of disaster clauses in will drafting and how they can help safeguard a client’s wishes in even the most unforeseen circumstances.
Using the fascinating case of Richard Cousins and his £47 million estate, Julie Bell will examine the practical lessons for Private Client practitioners and provide guidance on advising clients through these sensitive but essential conversations.
This is an essential webinar for all Private Client practitioners
This webinar is suitable for all levels. This will cover valid points regardless of experience
This webinar provides you with 1 hour of learning.
Attendees will receive a CPD certificate upon completion of this course.
Your CPD Certificate can be found in your Account.
Julie Bell
Consultant Solicitor • Read Roper and Read Solicitors
Julie is a solicitor specialising in private client work. She is a Consultant Solicitor at Read Roper & Read in Manchester, advising on all areas of private client with particular emphasis on trusts and assisting high net-worth individuals.
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