Introduction to Contentious Trusts and Probate

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DURATION:
1 Day
CREDIT:
6 Hours CPD

Address

The College of Will Writing, Chancery House, Whisby Way, Lincoln, LN6 3LQ   View map

Categories

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 further support the learning opportunities. For more information see the full agenda below.

2024 Dates:

  • 11th April
  • 17th October

This is a residential course held at the College in Lincoln. The course starts at 9:00 am and runs for the whole day, including breaks, a light lunch and refreshments.

Costs:

  • £125 SWW Member Rate
  • £225 Non-Member Rate

Tutors:

Mark Terrar & Emma-Louise Green, Meridian Private Client LLP.

Course Agenda:

  1. Introduction to Meridian Private Client
    • Who we are and what we do
  1. Introduction to Contentious Trusts and Probate
    • What claims we bring and defend
    • Who we act for
    • Likely initial steps to take on most files
  1. How to spot Contentious Probate
    • Circumstances to be concerned about
    • Warning questions and comments
  1. Traps for Will Writers
    • Errors at the instruction stage
    • Errors at the drafting stage
    • Errors at the administration stage
  1. Interactive Case Study 1 – Viva! And The Vegetarian Society v Scott
    •  Case Study 1 – Validity of Will challenge raising issues about the state of a will writer’s file,  mental capacity, choice of experts and the presentation of a contentious probate claim
  1. Interactive Case Studies 2 and 3 – Claims pursuant to the Inheritance (Provision for Family & Dependants) Act 1975
    • Case Study 2 – claim advanced by an adult child for reasonable financial provision
    • Case Study 3 – claim advanced by cohabitee and minor child when relationship commenced after the date of the deceased’s last Will
  1. Case Law Update
    • Lettice v Lettice, Shapton v Seviour – adult children claims pursuant to the Inheritance (Provision for Family & Dependants) Act 1975
    • Re Ramus Deceased, Kaur v Singh – widow claims pursuant to the Inheritance (Provision for Family & Dependants) Act 1975
    • Re Clarke Deceased – testamentary capacity
    • Guest v Guest, Mate v Mate – proprietary estoppel
    • McElroy v McElroy – time limits in a probate claim

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About

The primary aims of the College are to secure proper public recognition of the professional status of the Will Writing practitioners and to raise and maintain the standards of knowledge, understanding and competence within the profession. The College regards these aims as mutually inclusive and recognises the diversity of entrants into the profession, the wide range of vocational needs, and the nature and degree of support that is obtained from the organisation of which one is associated.

Contact Us

Email: diane@willwriters.com

Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way
Lincoln
LN6 3LQ

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