Pre-death - Problems and Pitfalls [2019]

This webinar will consider various aspects of will drafting which can cause problems to practitioners. The following aspects will be considered:

• Recent cases on capacity and undue influence
• The need to warn of possible claims under the Inheritance (Provision for Family and Dependants) Act 1975
• The effect of leaving a note as to why no provision has been made for a possible applicant
• Specific gifts and ademption
• Gifts of personal chattels
• Gifts to children
• Precatory trusts
• Free of tax or subject to tax
• Grossing up
• Mixed gifts of residue to exempt and non-exempt beneficiaries
• Survivorship clauses
• Incorporation of documents