Pre-death - Problems and Pitfalls [2019]

Webinar Details

Available now

Expires after 90 days

John Thurston, LLB Solicitor TEP

CPD Hours: 1


Presented by John Thurston, LLB Solicitor TEP

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