Assessment of costs, charging clauses and residuary beneficiaries refusing to approve estate accounts
Dealing with estate costs, charging clauses and residuary beneficiaries can present a range of challenges for Private Client practitioners.
In this live webinar, Professor Lesley King will examine these issues, including the implications of Kenig v Thomson Snell and Passmore LLP and how the decision has changed Costs judges’ approach to applications by residuary beneficiaries for the assessment of costs under section 71(3) of the Solicitors Act 1974.
Lesley will also consider who can charge under a charging clause, whether a professional can charge where no charging clause exists, and how to deal with beneficiaries who refuse to approve estate accounts.
This webinar is essential viewing for all Private Client practitioners.
This webinar is suitable for all levels.
- Understanding the implications of Kenig v Thomson Snell and Passmore LLP for practitioners
- Understand whether a professional can charge where there is no charging clause.
- Identify who can charge under a standard charging clause and the extent to which it authorises ‘lay’ executors to charge
- Understand how to deal with beneficiaries who refuse to agree the Estate Accounts.
This live webinar contains a 45-minute presentation from Professor Lesley King, a 15-minute Q&A session where you can ask any questions you'd like directly to Lesley. 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.
The live webinar begins at 10am.
The £69 +VAT price includes:
- 45-minutes of topical content
- 15-minute interactive Q&A
- Comprehensive lecture notes
- Digital 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).
This live webinar provides you with 1 hour of learning.
Attendees will receive a CPD certificate upon completion of this course.
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About the speaker
Professor Lesley King
View Full ProfileAuthor 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.
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