LAW2022 Online: Wills and Probate (Autumn)

This event launches on 26th October and includes:

• High quality 4 x 1 hour pre-recorded videos and audio broadcast (topic titles are listed below)
• Q&A – a recording of the live 1-hour 'Shape the Debate' session with our speakers that is taking place on 17th November 2022. This is your opportunity to hear our experts answering attendee questions on both the pre-recorded content and general day to day Probate issues
• LAW2022 Online: Wills and Probate online exhibition – you can gain an additional hour of CPD via a choice of webinar from our Webinar Learning Library worth £35 +VAT.

Topics Include:

Lasting Powers of Attorney – An update

Presented by James Beresford

This session will enable delegates to update their knowledge around the area of LPAs and be up to date with current developments.

This session will cover:

• Background to the laws regarding LPAs
• Common Errors made in the preparation of LPAs
• Future developments and proposals by the OPG

Mental Capacity and the preparation of Wills

Presented by James Beresford

This session will enable delegates to review their current work flows and to put in place appropriate risk management measures.

This is a practical session that will outline:

• Background to the laws regarding mental capacity and will preparation
• Recent cases to consider when considering mental capacity issues
• Guidance as to best practice and file management.

Avoiding and Dealing with Claims under I(PFD)A 1975

Presented by Professor Lesley King - Private Client Consultant, University of Law

When taking instructions for a will, it is sometimes be necessary to point out to clients the risks of a claim. Claims cannot always be avoided No one wants to go to court but beneficiaries don’t want to be held to ransom by unmeritorious claims.

This session will look at what steps, if any, can be taken to reduce the risk of a claim. It will also look at what PRs and beneficiaries should consider when facing a possible claim.

This session deals with basic principles and recent case law to help practitioners evaluate the strength of a claim.

It will consider in particular:

• The approach to spouses and civil partners
• The meaning of maintenance
• The position of cohabitees
• Claims by adult children
• Avoiding unnecessary costs
• The respective positions of PRs and beneficiaries

Where are we now on the Trust Register?

Presented by Professor Lesley King - Private Client Consultant, University of Law

The changes to Trust Registration introduced as a result of the Fifth Anti-Money Laundering Directive mean that an enormous number of non-taxable trusts have to be registered.

This session will look at:

• Which trusts are excluded from the need to register by Schedule 3A to the 2017 Regulations and which are not
• Deadlines for registration and the importance of diarising the 2 year deadline for will trusts

It will also consider briefly the procedural steps required in particular:

• Agent services accounts
• Government Gateway User ID
• ‘Claiming’ the trust