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Private client , | Recorded webinar

Private Client Law Update and Refresher Course – Other Recent Developments

2 hoursIntermediate

This virtual classroom was delivered on 2 December 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 probate 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.

Who this is for

Paralegals, Solicitors.

Required prior knowledge

Prior experience and knowledge of private client law and practice.

Learning outcomes

SRA competence: A2  +2 more for SRA competence: A2, A4, A5

After this session you will be aware of recent developments affecting private client practitioners and able to adapt your office practice and procedures where necessary.

What this will cover

CHANGES TO INTESTACY RULES

  • Inheritance and Trustees’ Powers Act
  • Current statutory legacy

COURT OF PROTECTION

  • Lasting powers of attorney: best interests and requests to make funds available to others
  • Applications for lifetime gifts on behalf of P and statutory wills

INHERITANCE (PROVISION FOR FAMILY AND DEPENDANTS) ACT 1975

  • Inheritance and Trustees’ Powers Act 2014
  • Recent cases
  • Implications for testators and advisers

MISTAKES

  • Demise of Hastings-Bass
  • Rectification and rescission for mistake

DOTAS & IHT

  • The Regulations
  • Do you have to worry about them?

THE TRUST REGISTER

  • What is it?
  • Differences between 4th and 5th Anti-Money Laundering Directives
  • When you need to register trusts
  • When you need to register estates

NEW EXCEPTED ESTATES REGULATIONS

How you will learn

This training consists of the following elements:

  • A live interactive online classroom presentation (with on-demand version available)
  • Detailed session notes (pdf)
  • Certificate of completion