Professional Training

An Introduction to Wills & Probate for Family Lawyers - Live at Your Desk - Learn Live

Length
5 hours
Next course start
3 July, 2024 See details
Course delivery
Virtual Classroom
Length
5 hours
Next course start
3 July, 2024 See details
Course delivery
Virtual Classroom

Course description

Family lawyers often are called upon to advise on the matters which interact with how wills are drafted and after-death issues, including probate. It is necessary to know what the position is with the effect of divorce on a will, appointing guardianship clauses, as well as the need for clean break clauses.


This virtual classroom seminar will assist you when advising clients, including the types of clauses in a will and potential claims against the estate. The live session will also consider the law, practice and procedure in the context of a case study element.


Presented by the ever-popular Safda Mahmood, the topics explored will include the key clauses in wills you need to be aware of, what to look for regarding mental capacity, financial provision, consent orders and dismissal clauses, claims by children and former spouses/civil partners, and much more.

Upcoming start dates

1 start date available

3 July, 2024

  • Virtual Classroom
  • Online
  • English

Outcome / Qualification etc.

Following all MBL courses, a certificate of attendance will be provided for those who are required to evidence their CPD activity to a professional body.

Training Course Content

Introduction

Family lawyers often are called upon to advise on the matters which interact with how wills are drafted and after-death issues, including probate. It is necessary to know what the position is with the effect of divorce on a will, appointing guardianship clauses, as well as the need for clean break clauses.

This virtual classroom seminar will assist you when advising clients, including the types of clauses in a will and potential claims against the estate. The live session will also consider the law, practice and procedure in the context of a case study element.

What You Will Learn

This live and interactive session will cover the following:

  • Typical clauses in a will that family lawyers need to be aware of
  • Mental capacity - what to look for
  • Mental Capacity Act - essentials
  • Different type of gifts in a will
  • Witnessing wills - formalities
  • Impact of COVID-19
  • How does divorce/dissolution affect the will?
  • Effect of marriage and civil partnership to wills
  • Guardianship clauses and children
  • Lasting powers of attorney and significance
  • Financial provision, consent orders and dismissal clauses
  • Claims by children, former spouses/civil partners - consideration of Ilott v. Blue Cross and Others, and other significant cases
  • Inheritance (Provision for Family and Dependents) Act 1975 Claims
  • Effect of intestacy on distribution and families
  • Spouse/civil partnership exemptions and inheritance tax
  • Carrying out probate
  • Residence Nil Rate Band and family matters
  • Special Guardianship and Residence Nil Rate Band - how is this relevant?
  • Case study application

Expenses

From £288
MBL Seminars Limited
C/o Law Business Research
Holborn Gate, 330 High Holborn
WC1V 7QT London

MBL Seminars Limited

MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...

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