Course description
Overview
An essential component of any Private Client CPD menu, this course addresses the ethics and law of wills.
This is an introductory course and would suit all beginners or those who are returning to the subject after some time. Practical case studies will be covered in this course.
Who is this for?
This course will be of benefit to newly qualified solicitors, paralegals, legal executives, trainees and solicitors who specialise in other areas of law, but who are reasonably unfamiliar with this area.
What will you learn?
- Be able to understand and apply the Banks v Goodfellow test
- Have reflected on vital professional conduct challenges facing those who prepare wills
- Have developed your confidence in understanding different types of gifts under wills
- Know where to look for law and common clauses of wills
- Further appreciate the importance of taxation and its impact on wills
Subjects addressed:
- Professional Conduct
- Third party Instructions
- Capacity
- Types of Gifts
- Categories of Beneficiaries
- Key clauses of wills
- Tax
- The 1975 Act
PSC Elective
This course may be taken as a PSC elective, although it may also be attended by non-trainees.
SRA Competence
A, B
Other related courses
Court of Protection Practice
Elderly Client Practice
Key Aspects of Wills and Estate Planning
Probate - Workshop
Trusts - an essential guide
Will Writing Workshop
Writing & Presenting Legal Advice To Your Clients
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Upcoming start dates
Suitability - Who should attend?
This course will be of benefit to newly qualified solicitors, paralegals, legal executives, trainees and solicitors who specialise in other areas of law, but who are reasonably unfamiliar with this area
Outcome / Qualification etc.
Learning Outcomes
You will:
- Be able to understand and apply theBanks v Goodfellowtest
- Have reflected on vital professional conduct challenges facing those who prepare wills
- Have developed your confidence in understanding different types of gifts under wills
- Know where to look for law and common clauses of wills
- Further appreciate the importance of taxation and its impact on wills
Subjects addressed
- Professional Conduct
- Third party Instructions
- Capacity
- Types of Gifts
- Categories of Beneficiaries
- Key clauses of wills
- Tax
- The 1975 Act