LAW2023 Online: Wills and Probate (Autumn)

This event launches on 25th 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 1-hour 'Shape the Debate' session with our speakers that is taking place on 16th November 2023. This is your opportunity to hear our experts answering attendee questions on both the pre-recorded content and general day to day Probate issues
• LAW2023 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:

The TRS and Private Client Practice

Presented by Professor Lesley King

The TRS is nobody’s favourite topic. In this session I will look at points that are of particular significance to private client practitioners including:

• The circumstances in which will trusts have to be registered and implications for drafting
• The relationship between registration of estates and trusts
• Registration of co-ownership trusts
• Registration of partnership trusts
• Registration of bare trusts
• Privileged trusts
• What to tell clients

After completing this training you will be able to:

• Recognise which trusts are excluded from the need to register, and
• Identify the deadlines for registration

Dealing with Intestate Estates

Presented by Professor Lesley King

Intestacies are not the most common estates for practitioners to deal with. We all know how important it is to check the details of the family tree before distributing. In this session I will look at other problems including:

• Getting a grant
• Revoking a grant that went to the wrong person
• Entitlement of spouses and civil partners
• The statutory trusts
• Ascertaining assets and liabilities
• Protecting PRs
• Holding property on trust for minors
• TRS implications

After completing this training you will be able to:

• Recognise potential problems in relation to intestate estates
• Deal appropriately with them

De-Risking Will Making

Presented by James Beresford

This is a practical session that will cover:

• Pre-instruction protocols.
• Issues to consider when taking instructions including:
  • Mental Capacity Issues
  • Undue Influence
  • Consistency of instructions

• Preparation of the will including:
  • Precedents
  • Preparation protocols

• Signing and post completion matters including:
  • Execution of the Will
  • Severance of Joint tenancy
  • File closure
  • Storage

This session will enable delegates to put in place appropriate measures to de-risk the preparation of wills in their private client department.

Marketing your Private Client Department

Presented by James Beresford

This is a practical session that will cover

• Helpful tips and Techniques to increase referrals and profit in your Private Client department
• Internal Marketing
• External Marketing including:
  • Local Marketing strategies
  • Charitable Schemes
  • Professional Relationships
  • Online Marketing
  • Professional memberships
  • Price Transparency
  • Marketing Collateral

This session will enable delegates to put in place appropriate measures to increase workflow and profitability in their Private Client.