The A-Z of Will Drafting

Will drafting is becoming more complex due to the nature of more complicated family dynamics, tax planning and care fees planning. Practitioners need to be more aware of the interaction and use of trusts either in a person’s lifetime (‘inter-vivos’) or within a will and advise clients accordingly. Not only that but legislation changes have meant that the use of electronic Wills is likely to become the norm in the future, as well as electronic assets such as bit-coin and cryptocurrency.

All of these changes have meant that practitioners now more than ever are having to ensure that processes are put in place to protect both themselves and their clients when questions are raised by disappointed beneficiaries as regards will validity.

This 10 session course will consider the current rules for will drafting, giving practical advice as to the use of will trusts, the interaction with the Trust Registration Service and protecting yourself against future challenges to wills you may draft.

What You Will Learn:

This course will cover the following:

• The Wills Act and its requirements
• The layout of wills: Common clauses, gifts and gifts of residue
• Electronic Assets
• Care fees planning and life interest clauses
• Discretionary trusts
• The Residence Nil Rate Band and its impact on drafting
• The Trust Registration service and its impact on will drafting
• Practical advice – making use of allowances
• Challenges to wills
• Larke v Nugus statements
• Lodging caveats

Please note, the course fee is per person.

All sessions are recorded and available on demand if you are unable to join live. Please book your place and the recording will be circulated 48 hours after the live session to review on-demand.

Dates:

• Tuesday 17th October
• Tuesday 22nd October
• Tuesday 29th October
• Thursday 7th November
• Tuesday 12th November
• Tuesday 19th November
• Thursday 28th November
• Thursday 5th December
• Tuesday 10th December
• Thursday 12th December

Who Should Attend

Paralegals, professionals or solicitors who are involved in Will drafting

Level

All levels