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This course is now in its 17th successful year and each year more and more students are signing up to this course as a ‘fast-track’ entry into the Society and the profession.

Only by taking good clear instructions can you ever hope to produce a clear and unambiguous Will that reflects the client’s wishes. It will also give you a good grounding on trusts, especially the basic trusts in use today in most Wills, nil rate band discretionary trusts, IOU trusts and property trusts among others.

The fee for the course covers the three days, all refreshments and lunches, notes and the exam. This course is a quick and easy way into the profession.

An examination follows the course in the form of an open book exam and can be taken at a time and place of your choosing. Instructions for sitting the exam will be found at the front of your course note folder. This exam is taken online via our website and you are given 3 hours to complete it.

Day 1

Introduction

Background to Will Writing – Why Make a Will?

Social changes

Automatic Succession

Funeral wishes & planning

Duty of Care

Time Scales

 Preparing a temporary will;

 Death bed wills

 Ill and vulnerable clients

Terms of business and engagement letters

Execution

 Duties of the draftsman

 Consultant

 Failure due to lack of supervision

Consumer rights – cancellation terms

Will preparation and processes

Revocation – lost wills

Formal requirements – s9 WA 1837

Incorporation of unexecuted documents

 Precatory Trusts

Capacity

 Age

 Mental

Knowledge and approval

 Fraud, coercion  and undue influence

Executors and Trustees

Guardians

Day 2

Legacies and devises

 Specific legacies

 General legacies

 Demonstrative legacies

 Pecuniary legacies

 Residuary legacies

 Gifts of real estate

 How gifts fail

Essential tax

 An introduction to IHT

Understanding and using trusts

Will trusts

 Property trusts / life interest trusts

 Discretionary trusts

 Disabled persons trusts

 FLIT’s

 Family Trusts

o Bereaved minors

o 18-25 trusts

o Section 33 WA 1837

Lifetime settlements

 Pilot trusts

 Home/asset protection trusts

 Introduction to the SWW Trust Corporation – professional executors

Set evening revision test

Day 3

Review revision test from previous evening

Taking good instructions

 Case studies

 Role play (dependent on numbers and time)

Lasting Powers of Attorney

Round up

 Introduce examination

 Q&A session

Dates:

28/29/30 January 2013 - Lincoln

25/26/27 February 2013 - Lincoln

25/26/27 March 2013 - Lincoln

22/23/24 April 2013 - Lincoln

20/21/22 May 2013 - Lincoln

24/25/26 June 2013 - Lincoln

29/30/31 July 2013 - Lincoln

23/24/25 September 2013 - Lincoln

28/29/30 October 2013 - Lincoln

25/26/27 November 2013 - Lincoln

Cost: £425

15 CPD Hours

Venue: Holiday Inn Express, Ruston Way, Brayford Park, Lincoln LN6 7DB

Accommodation is not included in the course cost but we have agreed a special rate for delegates.

If booking 3 nights then the rate is £70 per room per night, if booking 2 nights then the rate is

£79 per room per night.

To  book accommodation at these rates please e-mail dgm@expresslincoln.co.uk

Car Parking - £5 per night, free during the day for delegates.