Course description
When executors and trustees are appointed in wills, they often take on this role without understanding the full implications of the position. When advising on an estate it is important to be aware of the full extent of the role so that you can explain this fully to your client.
Failure to manage the role correctly could result in the executor or trustee being personally liable. In addition, if your firm is appointed as executors you should ensure that the obligations are met to avoid any personal liability on the directors or partners.
This virtual classroom seminar with popular presenter Helen Forster will explain what you need to know. It will cover topics including failures to locate assets and liabilities, administration issues, Larke v Nugus requests, common problem areas, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
When executors and trustees are appointed in wills, they often take on this role without understanding the full implications of the position.
When advising on an estate it is important to be aware of the full extent of the role so that you can explain this fully to your client.
Failure to manage the role correctly could result in the executor or trustee being personally liable. In addition, if your firm is appointed as executors you should ensure that the obligations are met to avoid any personal liability on the directors or partners.
This virtual classroom seminar will explain what you need to know.
What You Will Learn
This new virtual classroom seminar will cover the following:
- Assets and liabilities and failures to locate these
- Statutory advertising
- Administration issues
- Larke V Nugus requests and the executor’s responsibilities
- The role of the executor in a claim against the estate
- Trustees and the overlap with executors
- Trustee duties
- Common problem areas
Expenses
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...