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Estate Planning for Blended Families - Avoid the Potential Pitfalls

Estate Planning for Blended Families - Avoid the Potential Pitfalls

Session

23 Jan 2025

9:00 AM ‐ 10:30 AM

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

All prices exclude VAT
Level
Intermediate: Requires some prior subject knowledge
CPD
1.5 hours
Group bookings
email us to discuss discounts for 5+ delegates

Introduction

This new virtual classroom seminar will give you a more detailed insight into estate planning for blended families.

It will explore the different types of pitfalls that blended families can encounter and the best way to prevent or resolve those instances occurring.

What You Will Learn

This live and interactive session will cover the following:

  • Pitfalls that cause inheritance disputes in blended families:
    • Wills
    • Appointing the right executor(s)
    • Definition of children in will clauses
    • Guardianship will clauses
  • Solutions to avoid inheritance disputes in blended families:
    • Will trusts
    • Declaration of trusts
    • Lifetime gifts
    • Tenants in common
    • LPAs

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.