Course description
This virtual classroom seminar will discuss some of the key issues to watch out for when taking instructions for will drafting, and also dealing with trusts/executries and managing expectations of executors and beneficiaries, and ensuring you avoid tax and other pitfalls along the way.
It is suitable for private client practitioners, particularly those who deal with will drafting, succession planning, and trust or estate administration who would benefit from practical tips in avoiding negligence claims.
The live and interactive session is presented by Sarah-Jane Macdonald of Wright, Johnston & Mackenzie, and Judith Clark and Lindsay Bryce MacKay of Gillespie Macandrew, who all have a wealth of experience to share.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This new virtual classroom seminar will discuss some of the key issues to watch out for when taking instructions for will drafting, and also dealing with trusts/executries and managing expectations of executors and beneficiaries, and ensuring you avoid tax and other pitfalls along the way.
It is suitable for private client practitioners, particularly those who deal with will drafting, succession planning, and trust or estate administration who would benefit from practical tips in avoiding negligence claims.
What You Will Learn
This live and interactive session will cover the following:
- General issues to watch for around conflicts of interest and who is the client
- Practical tips on managing expectations
- Common drafting issues to watch out for
- Tax pitfalls to consider with executries and trusts
- Top tips on communications where executries or trusts turn contentious
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...