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
All Levels – this will cover valid points regardless of experience
- How to have the difficult conversations needed in relation to disaster clauses
- What options are there?
- When are they especially relevant?
- Disaster clauses – what are they?
- How the practitioner can assist in making these decisions
- The case of Richard Cousins and his default clause
This live webinar contains a 45-minute presentation from Julie Bell, a 15-minute Q&A session where you can ask any questions you'd like directly to Julie. 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 12:30pm
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.
Agenda
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About the speaker
Jo Morris
Jo Morris has almost forty years’ experience of working in solicitors’ practices from being a legal cashier, practice manager and risk and compliance training manager. Jo has been a freelance trainer and consultant since 2015 having previously been the Risk and Compliance Training Manager for a top 40 law firm.
Jo delivers training in many compliance topics including Anti-Money Laundering, Anti-Bribery Compliance, SRA Standards and Regulations including the SRA Accounts Rules and courses specifically designed for the MLRO/MLCO.
She is qualified NVQ assessor and holds a Certificate in Education for Teaching in the Lifelong Learning Sector.
She was highly commended in 2011 by the Legal Education and Training Group (LETG) in the category Best Programme for Lawyers for Solicitors Accounts Rules training. She was shortlisted in the Compliance Trainer of the Year category in the C5 Women in Compliance Awards in 2014.
Jo is also a Compliance Support Panel member and trainer for the Association of Legal Compliance and Accounts (ALCA)
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