This session will look at troublesome issues in relation to planning and drafting wills, particularly when clients are trying to achieve a fair result for different beneficiaries. This may be simply different family members: children from first marriage, second spouse or civil partner; it may be charities and family members.
Who does the client want to benefit? Family, charity, friends?
Avoiding misunderstandings
What does the client want to achieve?
- Achieving a fair result
- Legacy or share of residue?
- Reduced rate of IHT: implications and formula clauses
Avoiding challenges
- Look at previous wills
- Document reasons for dispositions
- Document your assessment of testamentary capacity
- Suggest a medical report when appropriate
- Consequences where a medical report is not obtained
Examples of getting it wrong
This webinar is for legal professionals and will writers who are involved in planning and drafting wills.
This webinar is suitable for all levels
- Identify and avoid problems when taking instructions and preparing a will,
- Advise the client on the options available to them.
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! Once you select the live webinar, you will have the option to select the number of tickets you want to purchase, then you can follow the instructions on the screen. Once your payment has been processed, you will then be asked to assign the tickets to those attending. Each delegate will then receive an email with instructions on how to finalise their booking.
Simply get in touch with team@formediagroup.co.uk to request an invoice, you will need to let us know which live webinar you are booking and how many attendees you need to book.
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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.
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