Advising LGBTQ+ Clients via Teams
This course will provide an overview of the issues that may need to be taken into consideration when advising LGBTQ+ clients.
Making a Lasting Power of Attorney
Covering the types of Lasting Power of Attorney to legislation, taking instructions, drafting and resolving issues, this course has it all.
Introduction to Contentious Trusts and Probate
Join us for a day’s training at the College in Lincoln with this course designed to educate on contentious probate, including how to spot it, and traps for will writers to help you mitigate against it. The course will also include a series of interactive case studies and an update on relevant case law to […]
Cross Border Estates Between the UK and Spain – Online via Zoom
Tutor: Roser Coll, Partner at Temis and Co International Lawyers Have you ever encountered a client with Spanish assets? Perhaps they already have a Spanish Will, or need advice on making one? This 3 hour course will serve as an introduction to the topics of Spanish Wills and Estates, and where to turn […]
Introduction to Estate Planning & Trusts
Tutor: Siobhan Rattigan-Smith This one-day course will enable students to get a better understanding of the way trusts are used in Wills and to confidently identify their client’s objectives. An explanation of the difference between bare and discretionary trusts and the protection these afford. The aim of the course is to be able to […]
An Introduction to Probate and Estate Administration
Tutors: Nick Ash TEP FSWW & Sara Sheppard TEP FSWW This 2-day course is designed to help you understand the probate process once a client has died and how to signpost your clients’ Executors to professional help. In turn, an understanding of the probate process can assist when drafting Wills by knowing what happens when […]
Busting Dangerous Myths About the Family Trust on Divorce – Online via Zoom
Busting dangerous myths about the family trust on divorce – why discretionary interests are not protected and introducing the court’s unfettered power to vary certain trusts and settlements This advanced level course explores how the family courts can deal with beneficial interests, to include discretionary interests. It confronts the widely but wrongly held belief that […]
The Will Writer’s Guide to Minimising the Risk of Estate Disputes – Online via Teams
This seminar will be a general discussion of Proprietary Estoppel claims and claims under the Inheritance (Provision for Family and Dependents Act) 1975 including strategies that can be taken to mitigate the risk of such claims being brought, and touching on relevant case law and examples from our own practice including a couple of […]
Common Pitfalls In Will Drafting – Tales From The Frontline – Online via Teams
A seminar covering what we as contentious probate litigators find to be the most common problems we come across with Wills. To include: Issues arising from the incorrect witnessing of Wills Incorrect drafting to include a failure to substitutional gifts or properly drafted substitutional gifts; Partial intestacies Inappropriate/unwilling/missing executors A failure to take proper […]
Pensions and Death – taxing questions answered – Online via Zoom
Tutor: Adam Johnson PENSIONS and DEATH – taxing questions answered Looking at the tax treatment of Money Purchase and Defined Benefit Pensions for clients on death. The advantages (and challenges) of pension spousal bypass trusts. Planning points for the estate planner to consider. Dates 2024: 17th January 30th May 12th September Timings: […]