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CPD Hours Level
Learn Live 1.5 IntermediateInformation
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Introduction

This new virtual classroom seminar will discuss some of the key issues to watch out for when taking instructions for will drafting, and also dealing with trusts/executries and managing expectations of executors and beneficiaries, and ensuring you avoid tax and other pitfalls along the way.

It is suitable for private client practitioners, particularly those who deal with will drafting, succession planning, and trust or estate administration who would benefit from practical tips in avoiding negligence claims.

What You Will Learn

This live and interactive session will cover the following:

  • General issues to watch for around conflicts of interest and who is the client
  • Practical tips on managing expectations
  • Common drafting issues to watch out for
  • Tax pitfalls to consider with executries and trusts
  • Top tips on communications where executries or trusts turn contentious

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.

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Learn Live | 06.09.2023

N/A | 9:00am - 10:30am


Wills, Trust & Executries in Scotland - Best Practice & Avoiding Negligence Claims

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Sep
6
2023
 
9:00am - 10:30am

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Prices (ex VAT)
Smart
Plan Information
£121.50
Season
Ticket Information
£135
Standard
£270
Group bookings
Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at group@mblseminars.com for more information.

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