How many times have we heard clients say that?
The simplest will is “everything to my surviving spouse/civil partner, and, if they die before me, to the children”.
But very often this is not the best solution. This session will consider:
- When should clients be thinking about something more complicated?
- What questions should you ask?
- What options are available?
- When might a trust be appropriate?
- What sort of trust should it be?
- Who should the trustees be?
- What powers should trustees have?
- How can you keep down the administration costs?
This webinar is for legal professionals and will writers who are involved in planning and drafting wills.
Intermediate – some previous knowledge or awareness required
After this session you will be able to
- Ask clients the right questions
- Identify when a trust might be appropriate
- Provide clients with the information they need on advantages and disadvantages
- Advise on selection of trustees
- Include appropriate trustee powers
This live webinar contains a 45-minute presentation, followed by a 15-minute Q&A session where you can ask any questions you'd like directly to Professor Lesley King. You can download your own copy of the presentation and resources to refer to during and after the live webinar.
You will be able to actively listen to the course and ask questions to the speaker.
This live webinar provides you with 1 hour of learning.
Attendees will receive a CPD certificate upon completion of this course.
The live webinar begins at 1pm.
The £69 +VAT price includes:
- 45-minutes of topical content
- 15-minute interactive Q&A
- Comprehensive notes
- CPD certificate
Of course. To book multiple delegates, increase the amount of tickets you wish to buy and add them to your basket. Once your payment has been processed, you will then be asked to assign the tickets to the delegates attending. Each delegate will then receive an email with instructions on how to finalise their booking
For group booking discounts please get in touch with us on team@formediagroup.co.uk.
You can now pay by invoice directly through our website.
- Add your event tickets to your basket.
- Click “Checkout.”
- Select Pay by Invoice.
- Enter your details and receive your invoice instantly by email (you can also view it on screen).
Once your invoice is paid, simply log into your account to assign tickets to your team. Your invoice will remain valid for 7 days. After that, any unpaid tickets will be automatically released.
Agenda
Event Speaker Carousel
Event Speaker Carousel-
About the speaker
Professor Lesley King
Author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.
She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia.
She is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists.
She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.
CPD by Sector
Can we help?
Discover
Useful links
© 2026 All rights reserved For Media Group Registered in England No. 13063455 VAT Registration Number GB367031995