Managing Difficult Estates - Resolving Disputes Between PRs & Beneficiaries

Introduction

Disputes between Personal Representatives (‘PRs’) and beneficiaries can escalate quickly. What begins as friction over decisions, delays or expectations can soon lead to deadlock, preventing the administration of the estate from progressing, delaying payment for professional PRs, and even exposing them to personal liability. Without effective management, these disputes can become costly, stressful and increasingly difficult to resolve.

This new virtual classroom seminar is designed specifically for professionals appointed as PRs, and for those who advise them. It explores the most common sources of conflict and dispute encountered during estate administration, together with the practical and legal options available to address them effectively.

By attending, professional PRs and their advisers will gain the insight and tools needed to identify the most appropriate remedies, resolve disputes pragmatically, protect the progress of the estate administration and maximise their ability to recover legal costs.

What You Will Learn

This live and interactive session will cover the following:

• Understanding the role, powers and duties of Personal Representatives
• Best-practice conduct for PRs to minimise the risk of disputes
• Managing the changing boundaries of PR neutrality
• Identifying and resolving friction between PRs and beneficiaries at an early stage
• Practical approaches to disputes concerning estate administration
• Pre-action conduct and strategic considerations
• Applications under Section 50 of the Administration of Justice Act 1985
• Applications under Section 116 of the Senior Courts Act 1981
• Alternatives to the removal of PRs
• Costs, recovery and risk management considerations

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.