Course description
A wide variety of factors have led to an overhaul of approaches to lasting powers of attorney (LPAs) and will drafting, including the advent of electronic assets and the use of electronic witnessing as well as the usual complications arising from second marriages, co-habiting couples and other family dynamics. It is vital, therefore, to keep up with all the most recent dos and don’ts of LPA preparation and will drafting.
Helen Forster presents this interactive online seminar, designed for practitioners who already have a working knowledge of wills and LPAs, which will discuss how drafting practices should be adapted to accommodate the needs of the modern family.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
The landscape of will writing and LPA preparation is ever changing, and recent developments mean that practitioners will need to be aware of the do’s and don’ts in drafting.
For example, electronic assets and the use of electronic witnessing have changed the landscape of wills for the long term.
Co-habiting couples, second marriages and children from former marriages can cause problems both in will writing and in the management of assets for a donor lacking capacity, and often the practitioner can end up in the middle of a dispute.
Lasting Powers of Attorney are regularly made by individuals without using solicitors but often we become involved when things go wrong!
This new virtual classroom seminar is designed for practitioners who already have a working knowledge of wills and LPAs and will discuss how drafting practises should be adapted to accommodate the needs of the modern family.
What You Will Learn
This live and interactive session will cover the following:
- Electronic assets and how to include them
- The use of trusts in wills and the pros and cons
- Electronic witnessing rules
- The use of letters of wishes
- Protecting you and your client from claims against will validity
- The new proposals
- Problems to look out for
- Current case law
- Disputes and how to manage them
Will Drafting
Lasting Powers of Attorney
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...