Practical
Instruction Taking – who gets rover?
Enjoy a lively day of role playing and interaction.
Each delegate will take the part of a client and the consultant
during the day dealing with real scenarios and finding solutions to
everyday problems.
Understand various succession problems, use your skills to find
alternative solutions and learn new ones.
Use of trusts within the Will to solve problems
How to use lifetime settlements to mitigate tax when the Will just
won’t do!
Finally who gets the family pet?
A course designed to build your confidence and your experience when
taking instructions and how to interpret the client’s needs.
Cost: £150 for members / £175 for non-members
Date: 24th February/ 28th April 2011
Lasting Powers of Attorney
Everyone
over the age of 35 should have a Lasting Power of Attorney (LPA).
You don’t have to make one, you can always let the stranger make
decisions for you if you lose mental capacity, alternatively, you
can make an LPA.
This course aims to equip practitioners with essential ingredients
for advising on and creating LPA’s. The Mental Capacity Act is
examined and applied, together with pitfalls in drafting clauses,
and taking instructions and avoiding negligence. Advance Decisions
(Living Wills) will also be considered.
Being able to fully advise your clients about all the options
available to them, including LPA’s, generates contended clients and
more referrals.
Cost: £125 Members / £150 Non-Members*
*Book together with Developing Your Practice and save £50
Date: 11th January, 15th March, 10th May 2011
Developing Your Practice
Developing a practice is about sourcing clients, getting engagements
and finalising agreements. As clients needs change, so too does our
approach to them. We need to understand what clients are looking for
and how we offer suitable options.
This is only half the picture, the other side is effective client
management and techniques for managing difficult clients. We’re
often placed in situations, saying afterwards “Next time I’ll handle
that differently”. This course aims to tackle these points and
examines a range of topical issues when advising clients. These
include; medical awareness, end of life issues, mental capacity,
elder abuse and family conflicts. This course also highlights
current areas where negligence actions have arisen.
Cost:
£125 Members / £150 Non-Members*
*Booked together with LPA course and save £50
Date:
16th March, 11th May 2011
Drafting for Success
Mr Kenge “It could not,
sir, have been stated more plainly and to the purpose, if it had
been a case at law”
Mr Jarndyce “Did you ever
know English law or equity either, plain and to the purpose”
Bleak House
Poor drafting can lead to ambiguity and possibly failure of the
Will. The Courts will not attempt to unravel a poorly drafted Will
where the meanings are unclear. Wills are viewed by the Courts as
being drafted by a well meaning amateur or a professional and the
professionally drafted Will will not receive the same leniency as
the ‘home grown’ variety.
Trusts should be written with as much flexibility as possible to
give longevity to a Will and in many circumstance the more flexible
the Will the less likelihood of errors there will be.
Drafting for Success will teach the student the art of drafting
through the use of the Sure Will Writer drafting program, but is
applicable to any and all software programs and for the more
experienced drafter who uses loose precedents.
The course will cover:
·
How to enter your instructions into the program
·
Hints & Tips
·
Shortcuts to the most used toolbars
·
How to manually edit the will document
·
The use of trusts within Wills
o
Discretionary
o
Interest in possession
o
FLITS
o
Disabled Trusts
o
Protective Property Trusts
o
And more
·
Learn to develop your own drafting style
Remember any software package is a tool kit; it is not a substitute
for education, and experience.
Cost: £100 Members / £125 Non-Members
Date:14th March / 5th May 2011
Booking Form (foot of page) |
