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LPAs & Will Drafting - Meeting the Needs of the Modern Family

LPAs & Will Drafting - Meeting the Needs of the Modern Family

Select a date

23 May 2024
15 Nov 2024

Session

23 May 2024

9:00 AM ‐ 10:30 AM

Session

15 Nov 2024

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

The landscape of will writing and LPA preparation is ever changing, and recent developments mean that practitioners will need to be aware of the do’s and don’ts in drafting.

For example, electronic assets and the use of electronic witnessing have changed the landscape of wills for the long term.

Co-habiting couples, second marriages and children from former marriages can cause problems both in will writing and in the management of assets for a donor lacking capacity, and often the practitioner can end up in the middle of a dispute.

Lasting Powers of Attorney are regularly made by individuals without using solicitors but often we become involved when things go wrong!

This new virtual classroom seminar is designed for practitioners who already have a working knowledge of wills and LPAs and will discuss how drafting practises should be adapted to accommodate the needs of the modern family.

What You Will Learn

This live and interactive session will cover the following:

    Will Drafting

  • Electronic assets and how to include them
  • The use of trusts in wills and the pros and cons
  • Electronic witnessing rules
  • The use of letters of wishes
  • Protecting you and your client from claims against will validity
  • Lasting Powers of Attorney

  • The new proposals
  • Problems to look out for
  • Current case law
  • Disputes and how to manage them

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.