Administering Estates - Tackling Problem areas

Administering Estates - Tackling Problem areas
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  • All Levels
  • Released 10th Jul 2023
  • Helen Forster
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Whilst most practitioners focus on the essentials of probate work, such as inheritance tax and how to administer the estate, unfortunately contentious cases are on the rise and it is more commonplace to have issues during the administration. Not only this, but you will no doubt at some point in your career come across many other administration issues that can arise. These can range from various matters, such as:-

  1. Validity of a Will
  2. Capacity of an Executor
  3. Loss of a Will
  4. Intestacy
  5. Caveats stopping your Grant of Probate

Learning objectives:

This session will run through these more problematic areas and discuss with you the processes, and options available to you. You will learn:-

  1. Practical procedures to obtain a Last Will and Testament
  2. How to prove a Copy Will
  3. What to do if an Executor loses capacity
  4. What to do on an intestacy
  5. How to warn off a caveat, or make an appearance or summons

Downloads

Your CPD Certificate can be found in your Account.

Helen Forster

Managing Director • HTF Legal Limited

Helen is the managing director of her law firm, HTF Legal, based in Yorkshire, She is a solicitor and trusts and estates practitioner and has spent over 14 years working in the private client sector. Over the years she has received numerous awards including the category of rising star in England and Wales in the Modern Law Awards in 2016, where she came second. More recently her firm has won “ inheritance firm of the year Yorkshire” in 2023. Her particular specialisms include tax planning and mental capacity work, and in addition she provides training and seminars around the country on the subject.

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