1
Type
Speaker
CPD Hours Level
Seminar 6 UpdateInformation
Accreditation Information
SRA Competency B

Introduction

This new full day course will explore a wide variety of areas that private client practitioners need to be aware of when carrying out probate work.

It will provide an opportunity to ensure that you are up to date with current best practice to avoid risk but also enable you to meet your clients’ needs.

The day will conclude with a case law update from the last 12 months.

What You Will Learn

This course will cover the following:

  • Intestacies - what are the pitfalls?
  • DNA testing and intestacies after Birtles
  • Risks with unpaid IHT and avoiding penalties
  • Insolvent derivatives - what are the options?
  • Insolvent beneficiaries - what to do
  • Dealing with digital assets - the journey from finding them to transferring to beneficiaries
  • Duties of personal representatives
  • Unusual grant applications
  • Renouncing - what if a professional appointee refuses to renounce?
  • Fee earning with smaller probates
  • Rights of residuary beneficiary
  • Removal of executors/trustees
  • Post death variations
  • Case law update

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Seminar | 16.06.2023

Manchester | 9:30am - 5:15pm


Grants of Probate & Letters of Administration - Stay Up To Date

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Jun
16
2023
Manchester
9:30am - 5:15pm
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Added to basket

Seminar | 07.07.2023

London | 9:30am - 5:15pm


Grants of Probate & Letters of Administration - Stay Up To Date

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Jul
7
2023
London
9:30am - 5:15pm
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Seminar | 22.09.2023

Leeds | 9:30am - 5:15pm


Grants of Probate & Letters of Administration - Stay Up To Date

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Sep
22
2023
Leeds
9:30am - 5:15pm
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Prices (ex VAT)
Smart
Plan Information
£243
Season
Ticket Information
£270
Standard
£540
Group bookings
Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at group@mblseminars.com
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