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Private Client Law Update and Refresher Course – Will Drafting

Certificate of Completion

E-learning

This virtual classroom was delivered on 22 November 2021.

Click start to access the welcome page, where you will find the recording of the event.


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Course Description

Overview

  • 2 hours
  • Intermediate
This virtual classroom was delivered on 22 November 2021. The on-demand version is available for purchase now.Delivered by renowned expert in the field Professor Lesley King, this course provides an update in will drafting law and practice. It is suitable if you are considering returning to this area of law following a career break or currently work within private client law and wish to update your knowledge in certain areas.This event is one in a series of seven for individuals across all levels of PQE who are seeking to update their knowledge of private client law. The other sessions can be booked through this link

Learning outcomes

After this session you will be aware of the problems that can arise in relation to will drafting and the recent case law affecting this area and be able to:

  • adapt your office practice and procedures appropriately,
  • advise clients on the options available to them.

What this will cover

GOOD PRACTICE ON TAKING INSTRUCTIONS

  • Where are we on the Golden Rule?
  • What to do when uncertain of capacity
  • Avoiding misunderstandings
  • Documentation

PRECAUTIONS ON & AFTER EXECUTION

  • If execution is at office
  • If execution is away from office
  • Post-execution precautions

DRAFTING ISSUES

  • Use of precedents
  • Difference between right of occupation and life interest

ISSUES FOR MARRIED COUPLES

  • Absolute gifts
  • Flexible life interest trust
  • NRB discretionary trust

ISSUES FOR COHABITEES

  • No spouse exemption
  • Problems with RNRB
  • Use of life interests and occupation rights