The Duties of Personal Representatives - Avoiding the Pitfalls

Introduction

Being a personal representative can be an onerous task.

This webinar will bring you up to speed on duties of personal representatives and how to avoid the common pitfalls so that you can continue to give appropriate and useful guidance to your clients.

What You Will Learn

This webinar will cover the following:

• What searches need to be made for a will?
• DNA testing and intestacies after Birtles
• Insolvent estates - what are the options?
• Risks with unpaid IHT and avoiding penalties
• Insolvent beneficiaries - what to do?
• What to do when beneficiaries want to receive their entitlement via a third party
• The PRs role in a contentious probate
• How to minimise risk
• Examples of where PRs have gone wrong

This webinar was recorded on 9th January 2023