Course description
A will is commonly regarded as being something that is ‘relatively easy’ to prepare. However, with one in four estates now being contested this virtual classroom seminar will provide practical guidance on drafting techniques to avoid contested issues once the testator has passed away.
It will also cover the new legislation announced during COVID-19 and how to protect your firm following the changes. Join the hugely popular speaker Helen Forster as she explores recent case law and simple mistakes, survivorship clauses, and problems leaving specific gifts. The uses and problems of letters of wishes will also be discussed, along with alterations to the Wills Act, cutting out beneficiaries, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
A will is commonly regarded as being something that is ‘relatively easy’ to prepare.
However, with one in four estates now being contested this virtual classroom seminar will provide practical guidance on drafting techniques to avoid contested issues once the testator has passed away.
It will also cover the new legislation announced during COVID-19 and how to protect your firm following the changes.
What You Will Learn
This live and interactive session will cover the following:
- Recent case law and simple mistakes in wills
- Section 33 and unintended consequences
- Survivorship clauses
- Loans and wills - satisfaction
- Problems leaving specific gifts, abatement, free of tax or not
- Letters of wishes and their uses and problems
- Classes of beneficiaries - use of the word issue
- Alterations to the Wills Act following COVID-19 problems
- Cutting out beneficiaries - practical advice to protect the estate
- Common claims made - revocation, rectification and alterations
- Practical tips to assist in Larke v Nugus requests
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...