Small Medium Large
Events Diary

The Institute and its training partners provide a wide range of training to enable Willwriters to expand their knowledge and meet their membership requirements to complete Continued Professional Development. For details of forthcoming events, see below:

October events
  • Oct3
    Care Homes - Advice for Clients - Birmingham
    Date:
    03/10/2011

    Course Description:

    This course provides guidance on best practice advice which should be given to clients seeking care home accommodation for an older relative, or spouse/partner, or indeed for themselves.

    Venue:
    Birmingham venue to be confirmed, Birmingham

    Full Course Details:
    • Intermediate
    • 3 hours CPD

    This course provides guidance on best practice advice which should be given to clients seeking care home accommodation for an older relative, or spouse/partner, or indeed for themselves.

     

    It covers:

     

    • The regulatory framework and best practice for the care home's contract with residents and the services to be provided
    • Practical considerations such as the level and payment of fees, additional costs for "extras", and accessing NHS and other support
    • Quality of life issues, such as privacy, changes in a resident's care needs, and pursuing complaints
    • Care home closure issues such as consultation with residents and relatives, notice of intention to close a home, provision of new accommodation, and helping someone to move
    • Advice where notice to quit has been given for reasons other than the closure of the facility

     

    Booking Arrangements:

    FEE:
    CLT Member Fee £120.00
    Non Member Fee £240.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1691290/3010

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct4
    Understanding the Taxation of Trusts - London
    Date:
    04/10/2011

    Course Description:

    This course is aimed at Private Client practitioners who hitherto have only tackled estate administration and accounts and who wish to develop their knowledge. It deals with the whole range of taxes: Income Tax, Capital Gains Tax and Inheritance Tax, with the emphasis on clear and practical explanations of this complex area.

    The calculation of tax payable on trust income and the burden of income tax and CGT on trustees and beneficiaries is often difficult to understand and even more difficult to explain.

    Venue:
    Venue to be confirmed, London

    Full Course Details:
    • Intermediate/Introductory
    • 3 hours CPD

    This course is aimed at Private Client practitioners who hitherto have only tackled estate administration and accounts and who wish to develop their knowledge. It deals with the whole range of taxes: Income Tax, Capital Gains Tax and Inheritance Tax, with the emphasis on clear and practical explanations of this complex area.

     Income Tax and CGT

     The calculation of tax payable on trust income and the burden of this tax on trustees and beneficiaries is often difficult to understand and even more difficult to explain. This part of the course will cover:

     

    • The respective liabilities of trustees and beneficiaries with a particular focus on Life Interest versus Discretionary Trusts
    • The treatment of dividend income
    • The special problems arising from settler interested trusts
    • Now that trusts are taxed at 28%, when does the Capital Gains Tax charge arise and can it be avoided?
    • Actual and deemed gains
    • The availability of holdover, entrepreneurs and principle private residence relief
    • The ways in which liability can be minimised or avoided

    IHT

     The provisions of Finance Act 2006 made major changes to the IHT treatment of trusts. This part of the course examines these rules to show which trusts are subject to the Discretionary Trust (relevant property) regime, whether created in lifetime or by will, and then goes on to consider how IHT is calculated.

     

    • Entry charges
    • 10 year (periodic) charges
    • Exit charges
    • Use of pilot trusts and multiple trusts
    • Planning Issues

    Speaker:
    Joe Swift 
    FCA, FCCA, ATII, TEP, Dip PFS, head of Private Capital Group of Cobbetts, LLP and formerly a Tax Partner at Deloitte and Touche. Joe has lectured widely on tax and estate planning to various professional groups and clients.

    Cost:
    240.00

    Booking Arrangements:

    FEES:
    CLT Member Fee £120.00
    Non Member Fee £240.00

    Book via the website: http://www.clt.co.uk/coursedisplay/1692036/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct6
    Court of Protection and Lasting Powers of Attorney Update 2011 (5 Hours) - London
    Date:
    06/10/2011

    Course Description:

    This practical course comprises an update on current issues affecting all lawyers who undertake Court of Protection and LPA work.

    Venue:
    London venue to be confirmed, London

    Full Course Details:
    • Advanced/Update/Intermediate
    • 5 hours CPD

    This practical course comprises an update on current issues affecting all lawyers who undertake Court of Protection and LPA work.

     

    The course will cover:

     

    • Drafting issues, common problems and pitfalls with LPAs and EPAs
    • Court of Protection Rules, Practice Directions and Forms update
    • Application of incapacity test
    • Estate planning through the Court of Protection
    • Property Transactions involving incompetent trustees
    • Probate Applications by Attorneys/good receipt for incompetent persons
    • Welfare applications
    • Recognition and enforcement of foreign court orders
    • Costs in the Court of Protection

     

    Cost:
    420.00

    Booking Arrangements:

    FEES:
    CLT Member Fee £210.00
    Non Member Fee £420.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1691564/3010

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct6
    Practical Problems in Will Preparation - Birmingham
    Date:
    06/10/2011

    Course Description:

    This practical course looks at all aspects of will preparation, including taking instructions, attendance notes, drafting the retainer, capacity issues, foreign property, joint property and concentrates on measures which can control and reduce risk. It will assist those attending in putting in place sound risk management policies which will contribute to improving the firm’s PI risk profile.

    Venue:
    Venue to be confirmed, Birmingham

    Full Course Details:
    • Update/Intermediate
    • 3 hours CPD

    This practical course looks at all aspects of will preparation, including taking instructions, attendance notes, drafting the retainer, capacity issues, foreign property, joint property and concentrates on measures which can control and reduce risk. It will assist those attending in putting in place sound risk management policies which will contribute to improving the firm’s PI risk profile.

     

    The course will cover:

    • Taking instructions: asking the right questions and getting informed decisions from the client
    • Procedures for will instruction meetings
    • Attendance notes and anticipating a Larke v Nugus request
    • Capacity issues: complying with the Golden Rule – is it enough? The Banks v Goodfellow test and the impact of the MCA 2005
    • Foreign issues: the revocation trap
    • Joint Property: well known negligence traps put under further scrutiny
    • Timing: can be vital and clear policies have to be in place which must be monitored for compliance
    • Retainers: an opportunity to reappraise engagement letters

    Speaker:
    Martyn Frost Director, Trenfield Trust & Estates Consulting Ltd, Manchester. Also formerly Head of Fiduciary Standards for Barclays Bank Trust Company. Martyn was recently Deputy Chair of STEP, an editor of the Trust Quarterly Review and the Wills and Trusts Law Reports.

     

    Cost:
    240.00

    Booking Arrangements:

    FEES:
    CLT Member Fee £120.00
    Non Member Fee £240.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1692187/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com




  • Oct11
    Probate and Succession: The Tricky Foreign Bits Conference 2011 - London
    Date:
    11/10/2011

    Course Description:

    It is no longer unusual for solicitors to have to deal with clients with international backgrounds, and the problems of probate and succession which arise on their deaths are complex.

    This innovative conference provides guidance on the legal framework, but also includes three practical case studies, highlighting the problems which arise in such cases, and providing a structure on how to analyse and resolve the problems.

    Venue:
    Venue to be confirmed, London

    Full Course Details:

    It is no longer unusual for solicitors to have to deal with clients with international backgrounds, and the problems of probate and succession which arise on their deaths are complex.

    This innovative conference provides guidance on the legal framework, but also includes three practical case studies, highlighting the problems which arise in such cases, and providing a structure on how to analyse and resolve the problems.

     

    Topics to be covered include:

     

    • The Big Picture: Which Law Applies?
    • Practical Issues in Dealing with a Cross Border Estate
    • French Succession and Tax Issues
    • US Succession and Tax Issues

    Speakers:
    Richard Frimston
     is a partner with Russell-Cooke. He is head of the private client department dealing with wills, probate, Court of Protection and trust matters. He has particular expertise in dealing with multi-jurisdictional estates, especially in France. He is chairman of the Society of Trusts and Estates Practitioners EU Committee, is a member of the Association of Contentious Trusts and Probate Specialists, and is admitted as a notary public in England and Wales.

    Fernando Gandioli is an associate with Withers LLP. He is a member of the New York State Bar Association. He advises on US and international tax and estate planning for high net-worth individuals, corporations, trusts and estates. He is a regular speaker at international seminars in the UK and in continental Europe.

    Robin Paul is a partner at Withers LLP and head of their Estates, Succession and Trusts team. He is the co-author of Ssweet & Maxwell’s Practical Will Precedents, Practical Tax Planning with Precedents and the succession section of Practical Commercial Law. He wrote the chapter on Business and Agricultural Property in Tolley’s Administration of Estates and, with Ffilippo Nnoseda, is currently working on a new chapter on Cross-Border Eestates. He has written for numerous legal and tax journals and lectures widely, particularly on aspects of international succession law.

    Cost:
    525.00

    Booking Arrangements:

    FEE:
    CLT Member Fee £415.00
    Non Member Fee £525.00

    Book via our website: http://www.clt.co.uk/ConferenceDisplay/1692782/6000

    Contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct11
    Risk Management in Estates and Trusts - London
    Date:
    11/10/2011

    Course Description:

    This is a seminar for those with responsibility for management, or training, of estates and trusts work or those solely responsible for this work in a firm. Risk management policies are mandatory in legal practices and this seminar looks at the practical implications of creating such policies for estate and trust work.

    Venue:
    Venue to be confirmed, London

    Full Course Details:
    • Update/Intermediate
    • 3 hours CPD

    This is a seminar for those with responsibility for management, or training, of estates and trusts work or those solely responsible for this work in a firm. Risk management policies are mandatory in legal practices and this seminar looks at the practical implications of creating such policies for estate and trust work.

     

    The seminar will examine:

     

    • General issues of risk management; security, functions, tension with business demands and benefits as they relate to estates and trusts; unusual nature of some trust and estate risk
    • Standardisation and review of work processes; benefits and methods with particular regard to information and its effect on planning and decision-making
    • The statutory and common duties of care of PRs and trustees and their advisors; also including issues of conflict of interest, self-dealing and fraud on a power
    • New business; control and evaluation of new business with regard to profitability and risk, importance of information, consideration of risk in pricing
    • Prime areas of risk concern in estates and trusts; common areas of difficulty including neutrality, litigation, planning, unusual assets, asset management, personal liabilities and distribution policies

    N.B. This seminar does not cover risk in relation to will preparation as this is dealt with in our Negligence and Will Preparation seminar.

    Speaker:
    Mr Martyn Frost 
    Director, Trenfield Trust & Estates Consulting Ltd, Manchester. Also formerly Head of Fiduciary Standards for Barclays Bank Trust Company. Martyn was recently Deputy Chair of STEP, an editor of the Trust Quarterly Review and the Wills and Trusts Law Reports.

    Cost:
    240.00

    Booking Arrangements:

    FEES:
    CLT Member Fee £120.00
    Non Member Fee £240.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1690488/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct11
    Estate Administration
    Date:
    11/10/2011

    Course Description:

    This comprehensive 2-DAY Course will be presented by 

     ANDREW HASNIP - Solicitor specialising in Wills and Probate work

     

     

     

    There is an increasing need for a reliable, efficient and reasonably priced Estate Administration Service. This Course is designed to help Willwriters meet this demand.

     

    ·   Learn how to deal with estate administration with qualified guidance

    ·   Improve your Will-writing skills by improving your understanding of Probate   procedure

    ·   Expand your practice and earnings potential

     

     

     

     

     

     

     

     

     

    Venue:
    Kilworth House Hotel, Lutterworth LE17 6JE

    Full Course Details:

    ·     Dealing with a Bereaved Client

    ·     Taking Instructions

    ·     The Need for a Grant of Probate

    ·     Types of Grant inc Power of Attorney Grants

    ·     Duties & Powers of Personal Representatives

    ·     Beneficiaries & Their Entitlements

    ·     Valuations

    ·     HMRC Accounts

    ·     Obtaining Information on Assets & Liabilities

    ·     Inheritance Tax inc TNRB

    ·     Income Tax and CGT in estates

    ·     Oaths

    ·     Caveats / Citations / 1975 Act Claims

    ·     Collecting Estate and Settling Liabilities

    ·     Settling Legacies inc Transfer of Assets

    ·     Estate Accounts

    ·     Distributing the Residue

    ·     Deed of Variation / Disclaimers

    Cost:
    495.00

    Booking Arrangements:

        

      

     

     



  • Oct13
    Contentious Probate - Current Issues and Problem Areas for Practitioners (5 hours) - London
    Date:
    13/10/2011

    Course Description:

    Contentious probate is an expanding area of practice. This course equips practitioners to advise personal representatives, beneficiaries and potential claimants with confidence and is equally suitable for contentious and non-contentious probate practitioners and civil litigators who seek a greater understanding of the issues involved. It will include a review of developments and relevant case law over the last 5 years, a consideration of preparation of cases, and practical obstacles and how to overcome them.

    Venue:
    London venue to be confirmed, London

    Full Course Details:
    • Update/Intermediate
    • 5 hours CPD

    Contentious probate is an expanding area of practice. This course equips practitioners to advise personal representatives, beneficiaries and potential claimants with confidence and is equally suitable for contentious and non-contentious probate practitioners and civil litigators who seek a greater understanding of the issues involved. It will include a review of developments and relevant case law over the last 5 years, a consideration of preparation of cases, and practical obstacles and how to overcome them.

     

    The course will cover:

     

    • The probate jurisdiction of the court
    • Issues as to formal validity of wills: testamentary intention and due execution
    • Probate claims based upon testamentary incapacity, want of knowledge and approval, undue influence and forgery
    • Interest claims
    • Evidence
    • Practice and procedure in probate claims
    • Costs in contentious probate claims

     

    Cost:
    420.00

    Booking Arrangements:

    FEES:
    CLT Member Fee £210.00
    Non Member Fee £420.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1688117/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com




  • Oct13
    Protecting Family Wealth through Effective Tax and Estate Planning Conference 2011 - London
    Date:
    13/10/2011

    Course Description:

    Clients who have worked hard to build up or maintain the family’s financial position will be anxious to ensure that this is passed on to future generations, and not depleted by avoidable tax, or transferred outside the family on death or divorce.

    This one day conference gives guidance on how to achieve this objective whether by tax planning or other options, such as the use of marital agreements and trusts.

    Venue:
    Venue to be confirmed, London

    Full Course Details:

    Clients who have worked hard to build up or maintain the family’s financial position will be anxious to ensure that this is passed on to future generations, and not depleted by avoidable tax, or transferred outside the family on death or divorce.

    This one day conference gives guidance on how to achieve this objective whether by tax planning or other options, such as the use of marital agreements and trusts.

    Topics to be covered include:

     

    • Planning Within the Family
    • IHT Planning
    • CGT Planning
    • The Role of Structures in Protecting Family Wealth from Tax - Trusts, Family Partnerships and Family Investment Companies
    • How to Ensure your Children Inherit and not the Partner of your Surviving Spouse
    • The Role of Pre-Nuptial Agreements
    • Can Family Wealth be Protected on Divorce?

    Speakers:
    John Bunker 
    is a solicitor and chartered tax adviser with Thomas Eggar LLP where he is now private client training partner and co-ordinator of 5 Technical Committees for the Private Client Group. John has 25 years’ experience of Will and trust drafting, UK estate and tax planning, and the affairs of the elderly and has extensive experience of working with fee-based financial planners and investment managers. He uses his practical experience to illuminate technical issues.

    Martyn Frost 
    is a director of Trenfield Trust & Consulting Ltd. He has over 40 years of experience of wills, estates and trusts issues and is an editor of the Wills & Trusts Law Reports and was one of the original editors of the Trust Quarterly Review. He is the author of several books on wills and trusts issues and lectures widely on these issues.

    David Hodson 
    is a dual English and Australian qualified specialist family law solicitor, mediator and arbitrator, and a deputy district judge at the Family Courts (PRFD), London. He practises in London, Surrey and Sydney and is a partner with the International Family Law Group, London. He is a well known speaker and writer.

    Sue Medder is a partner in Withers’ Contentious Trust and Succession Group. She specialises in all types of trust (offshore and domestic), probate disputes and advises trustees, husbands and wives where trusts are challenged on divorce. She is listed in the Citywealth 2010 Leading Lawyers List as a ‘prominent figure’ within Contentious Trusts. She is a contributor to Jordans International Trusts and Divorce Litigation.

    Andrew Richens ATII worked as a tax inspector with the Inland Revenue until 1986 when he joined Ernst & Young as a member of the National Tax Training Unit. He has continued to work in tax training, and is now director of technical tax development for Bishop Fleming accountants as well as running his own training consultancy. He is a contributor to Simon’s Direct Tax Service and a member of the Consultative Committee into Small Business Taxation Simplification (for the Office of Tax Simplification).

    Gill Steel is very well known by thousands of private client practitioners throughout the UK, who regard her as the ‘Guru of all things Private Client’. As a consultant and lecturer Gill Steel has over 27 years specialist experience and helped over 400 firms of all sizes. She has spoken at over 750 events to approx 20,000 practitioners and written the Trust Practitioner’s Handbook published by The Law Society. Gill is a compelling seminar and conference speaker both in house and at public events with a strong gift for making wills, probate, trusts and tax practical, engaging, authoritative and informative. Gill has an MBA in legal practice management and is currently a consultant to Blake Lapthorn. She can be contacted via her website at www.lawskills.co.uk

    Charlie Tee focuses on tax and trust issues for both individuals and landed estates, as well as advising on wills and succession planning. He works closely with a number of business families advising on existing structures set up for the management and governance of the family business. He recently acted as the Wills Advisor on the 6-part BBC series, ‘Can’t take it with you’ and has contributed to the Financial Times, Professional Adviser, the Lawyer, Legal Week, Private Client Business and the Christie’s Bulletin for Professional Advisers. He is the co-author of the chapter on Governance and Management in the recent book Business Families and Family Businesses: The STEP Handbook for Advisers and has also co-authored a chapter on Setting Aside Trusts in the forthcoming book International Trust Disputes.

    Booking Arrangements:

    FEES:
    CLT Member Fee: £415.00
    Non Member Fee: £525.00

    Book via our website: http://www.clt.co.uk/ConferenceDisplay/1691274/3000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct17
    Will Drafting to Meet Client Needs: Reappraising your Precedents - Leeds
    Date:
    17/10/2011

    Course Description:

    Does your Will drafting meet the real needs of your clients? Are you aware or are you in need of a refresher of the different ways of providing for everyday and more complex problems? Using up to date precedents from the Practical Law Company’s Private Client Service, this course offers the opportunity for you to reappraise your precedents and maybe you will be able to improve them!

    Venue:
    Venue to be confirmed, Leeds

    Full Course Details:
    • Update/Intermediate
    • 3 hours CPD

    Does your Will drafting meet the real needs of your clients? Are you aware or are you in need of a refresher of the different ways of providing for everyday and more complex problems? Using up to date precedents from the Practical Law Company’s Private Client Service, this course offers the opportunity for you to reappraise your precedents and maybe you will be able to improve them!

     The course will include:

     

    • What’s the real purpose of trusts in Wills? Protecting children, vulnerable beneficiaries, paternalism to improvident beneficiaries, splitting income and capital between beneficiaries, achieving flexibility, asset protection or tax planning?
    • What choices do clients have for children and grandchildren?
    • The tax treatment of trust alternatives
    • What options are there for Trustee powers on trusts for spouses & co-habitants?
    • How Will precedents can be used to help your practice compete with the Legal Services Act competition

    PLC’s Private Client Service includes a wide range of precedents and other practical resources; all flexible, maintained, and reflecting current best practice in private client law (please visit http://uk.practicallaw.com/about/privateclient for further details).

    Speaker:
    John Bunker LLB, CTA, TEP, is a Partner with Thomas Eggar LLP where he has had responsibility for the firm’s own Will Precedents for 15 years. John has 25 years’ experience of Will and trust drafting, UK estate and tax planning, and the affairs of the elderly and has extensive experience of working with fee-based financial planners and investment managers. He uses his practical experience to illuminate technical issues.

     

    Cost:
    240.00

    Booking Arrangements:

    FEES:
    Member Fee £120.00
    Non Member Fee £240.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1691460/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct18
    Willwriting in Practice Course - 3 days - Coventry
    Date:
    18/10/2011

    Course Description:
    Decided that Willwriting is for you?
     
    Learn how to take instructions and interview clients and draft basic Wills on this 3 day course.
    Venue:
    Nettle Hill Training Centre CV7 9JL, Coventry

    Full Course Details:

    Led by Heather Pierson, this 3 day course is intended to expand on the theory covered by the course books and introductory course by developing practical skills, so that students will be able to successfully implement their technical theoretical skills into real life situations.

    1) Financial considerations when choosing a Guardian
    2) Funeral Wishes
    3) Specific Gifts and Legacies
    4) An Introduction to Will Trusts
    5) Trustee Powers
    6) Attestation Procedures
    7) Preparing for an Appointment
    8) Demonstration Role Play – Taking Instructions from a Client
    9) Practical Role Plays – Taking Instructions from Clients
    10) Demonstration Will Drafting
    11) Practical Will Drafting – Drafting Wills from Instructions taken from Clients

    Cost of the course is £585 (no VAT) including course books, lunch and refreshments but excluding overnight accommodation.

    Cost:
    585.00

    Booking Arrangements:

    Please call the Willwriting Academy Ltd on 08456 444261 to pay with a debit/credit card or pay by BACS:  Account no; 92117029, Sort Code: 40 23 03



  • Oct18
    Probate Problems in 2011 and their Resolution Conference - London
    Date:
    18/10/2011

    Course Description:

    CLT’s Probate Problems conference is an opportunity for probate lawyers to keep on top of recent developments and hear from our team of experienced speakers on all the tricky issues which might arise in a typical caseload.

     

    This one day conference will offer guidance on valuation issues, variation of wills and capacity issues as well as practical problems with applications and critical management issues.

    Venue:
    Venue to be confirmed, London

    Full Course Details:

    CLT’s Probate Problems conference is an opportunity for probate lawyers to keep on top of recent developments and hear from our team of experienced speakers on all the tricky issues which might arise in a typical caseload.

     

    This one day conference will offer guidance on valuation issues, variation of wills and capacity issues as well as practical problems with applications and critical management issues.

     

    Topics will include:

     

    • Avoiding Probate Negligence Claims
    • What to do if the Will is Unsatisfactory? Deeds of Variation, Disclaimer and s144 Appointments - The Opportunities and Pitfalls
    • Problem Probate Applications
    • Jointly Owned Assets – Valuation and Other Issues
    • Capacity Issues
    • Administering Estates with an International Element – What Can Go Wrong and How to Resolve It
    • Family Businesses and Avoiding the Problem in Vinton v Fladgate Fielder

    Speakers:
    Stephen Arthur 
    is a member of 9 Stone Buildings. He qualified as a solicitor and transferred to the Bar in 2002, after 20 years as lead tax partner with major City and West End solicitors’ practices. He is joint editor of The STEP Journal and a well-known contributor to tax and estate-planning journals.

    Georgia Bedworth Ten Old Square, has a practice which encompasses litigation, drafting and advisory work across the full range of chancery and chancery commercial matters. A significant part of her practice involves dealing with all aspects of landlord and tenant law and real property issues and she is recommended in the property section of the Legal 500, where she is described as “extremely bright and tenacious”. Georgia is the joint author of Rossdale, Probate and Administration of Estates (Legalese, 2006, 3rd ed), contributes to the Lawyers’ Remebrancer and Tolley’s Inheritance Tax Planning and joint author of Tolley’s Trusts and Estate Practitioner’s Guide to Mental Capacity. She has also written articles for the Solicitors’ Journal and the Landlord and Tenant Review. Georgia Bedworth sits on the committee of the Chancery Bar Association and is a member of the Property Bar Association.

    Keith Biggs was District Probate Registrar at Winchester from 1984 to 2004, and now acts as a consultant. He is the author of The Practitioner’s Guide to Probate (7th edition); and a contributor to Administration of Estates, Encyclopaedia of Forms and Precedents (Wills and Administration) (all Lexis Nexis Butterworths). He is the co-author of Probate and the Administration of Estates: The Law and Practice, A Practitioner’s Guide to Wills and A Step-by-Step Guide to Wills and Probate (Wildy & Sons) and a contributor to Greenslade on Costs (Sweet and Maxwell). He is the draftsman of all probate forms for Laserform.

    Toby Boutle Ten Old Square, has a practice which comprises litigation, drafting and advisory work across the whole range of chancery matters. He advises regularly on trusts, probate and the administration of estates, as well as claims under the 1975 Act and Court of Protection matters. Toby is one of the co-authors of Tolley’s Inheritance Tax Planning. Toby is recommended in the property litigation section of the Legal 500, where he has been described as ‘bright and determined’. Toby is a member of the Chancery Bar Association and an associate member of the Property Bar Association; he is also a member of the Ecclesiastical Law Society.

    Martyn Frost is a director of Trenfield Trust & Consulting Ltd. He has over 40 years of experience of wills, estates and trusts issues and is an editor of the Wills & Trusts Law Reports and was one of the original editors of the Trust Quarterly Review. He is the author of several books on wills and trusts issues and lectures widely on these issues.

    Patricia Wass is a consultant in Foot Anstey’s mental capacity team and specialises in Powers of Attorney, Court of Protection work and legal issues relating to the elderly including advice on funding for long term care. She is a panel deputy for the Office of the Public Guardian, one of only 65 people throughout England and Wales. She has served as a member of the West of England STEP Committee since 2000 (chair 2006-9). She has also been appointed as the deputy chair of the STEP England and Wales Committee and is chair of the Law Society Private Client Executive Committee.

    Cost:
    525.00

    Booking Arrangements:

    FEES:
    CLT Member Fee: £415.00
    Non Member Fee: £525.00

    Book via our website: http://www.clt.co.uk/ConferenceDisplay/1692101/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct19
    Adult Safeguarding and the Impact of the Mental Capacity Act 2005 - London
    Date:
    19/10/2011

    Course Description:

    Adult safeguarding work in the new Court of Protection centres is booming. Many child care practitioners in both the public and private sectors are looking at diversifying their expertise to open up the possibility of new adult safeguarding work as a major new stream of income. This course is suitable as a grounding in the subject and also as a refresher and update for those already practising in it.

    Venue:
    London venue to be confirmed, London

    Full Course Details:
    • Update/Intermediate

    Adult safeguarding work in the new Court of Protection centres is booming. Many child care practitioners in both the public and private sectors are looking at diversifying their expertise to open up the possibility of new adult safeguarding work as a major new stream of income. This course is suitable as a grounding in the subject and also as a refresher and update for those already practising in it.

     

    The course will cover:

     

    • The legal and policy framework in Vulnerable Adult Safeguarding
    • Social Services’ responsibility to investigate and take action
    • Proposals for law reform
    • Definitions, types and the extent of adult abuse
    • The use of a range of existing laws to respond to cases
    • Opportunities to prevent abuse, for the victim to take action and for more formal intervention
    • Mental Capacity and Decision Making: The Mental Capacity Act 2005: understanding how the test for incapacity will be applied in practice; best interests decision making; use of restraint; Lasting Powers of Attorney and Court Appointed Deputies; advance decisions to refuse treatment; the introduction of the two new criminal offences
    • Financial Abuse - prevention and intervention
    • The role of Court of Protection and Public Guardian
    • The role of the Independent Mental Capacity Advocate (IMCA)
    • Introduction to the Deprivation of Liberty Safeguards
    • Legal Aid and the Court of Protection
    • The impact of the Human Rights Act 1998 on adult social work practice
    • Recent case law developments
    Booking Arrangements:

    FEES:
    Member Fee £210.00
    Non Member Fee £420.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1687623/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct20
    Trusts and Probate Litigation Conference 2011 - London
    Date:
    20/10/2011

    Course Description:

    Litigation arising from trusts and probate is a growing area and lawyers acting for beneficiaries, trustees and executors need to keep up to date with the evolving changes to practice and procedure.

    This one day conference addresses the significant developments during the year, including the demise of Hastings-Bass, I(PFD)A claims after Ilott v Mitson and the latest developments on costs.

    Venue:
    Venue to be confirmed, London

    Full Course Details:

    Litigation arising from trusts and probate is a growing area and lawyers acting for beneficiaries, trustees and executors need to keep up to date with the evolving changes to practice and procedure.

    This one day conference addresses the significant developments during the year, including the demise of Hastings-Bass, I(PFD)A claims after Ilott v Mitson and the latest developments on costs.

    Topics to be covered include:

     

    • Litigating a Probate Claim:

    An Update

    • I(PFD)A Claims
    • Hazards for Trustees in

    Trusts Litigation

    • Costs in Trusts and Probate Proceedings
    • How Wrong Can you Be? Trustees’ Mistakes after Pitt v Holt
    • Insolvent Estates
    • Negligence in Will Drafting and Estate Administration - Case Law Update

    Speakers:
    Miranda Allardice 
    is a member of Pump Court Chambers. Her work involves family money in life and death, including cohabitants, trust problems, estoppel, ancillary relief and substantial pension issues, IPFDA 1975 and associated will and probate problems. She lectures regularly on her areas of specialisation. She is a qualified civil mediator and a member of the Pump Court Inheritance Mediation Service.

    Toby Graham is a partner and head of the specialist Contentious Trusts and Estates Group with Farrer & Co. Toby prepared the course materials for the STEP Certificate in Trust Disputes. He is a co-editor of A Practical Guide to the Transfer of Trusteeships (STEP). Toby is a member of the editorial board of the Wills and Trusts Law Reports and co-editor, along with Tony Molloy QC, of Trusts & Trustees (OUP).

    Edward Hewitt is a member of 9 Stone Buildings. He practices in a range of Chancery areas, including private client work, real property and insolvency. Edward has a particular interest in matters involving trusts and estates, both from an advisory and litigious perspective. He has contributed to the Trust Quarterly Review and to Trusts & Trustees and is currently co-authoring the Trusts Litigation Handbook, which will be published by Jordans in November 2011.

    Nicholas Holland is the Head of Contentious Trusts and Estates at Bircham Dyson Bell LLP. His work involves the representation of executors, trustees, protectors/enforcers and beneficiaries in diverse multi-jurisdictional disputes ranging from investigations by the SFO and SEC through disputes amongst beneficiaries. He is a barrister and solicitor in British Columbia and Ontario, an attorney at law in the Cayman Islands and a solicitor in England and Wales. He was an adjunct professor of law at the University of Western Ontario where taught Civil Procedure.

    Michael O'Sullivan is a member of 5 Stone Buildings. His practice involves trust and probate litigation, professional negligence, family provision, Court of Protection, estate planning and real property litigation. He has been involved in a number of reported cases including Re P [2009] (Court of Protection). His publications include Asset Protection (Butterworths), and A Practitioners Guide to Trustee Investment (Lexis Nexis/Tolley), and he is a contributor to Tolleys Trust Drafting and Precedents.

    Joanna Poole is a barrister in the specialist Contentious Trusts and Estates Group with Farrer & Co in London where she advises on the full range of trust and estate issues. She is a contributor to the second and third editions of Tolley’s Inheritance Tax Planning.

    Araba Taylor has recently given up her London chambers after 22 years as a tenant in Lincoln’s Inn, and now practises from Fenners Chambers in Cambridge. She is a member of their probate and property practice groups and continues to specialise in wills, trusts and property cases. She is also a contributor to the Law Society’s Probate Section Journal, Elderly Client Adviser, and STEP and other journals.

    Michael Waterworth is a member of Ten Old Square where his practice encompasses advisory, drafting and litigation work in a variety of chancery and commercial fields. His major publications include Halsbury’s Laws of England, Executors (joint editor), Williams on Wills, 8th edn (joint editor), Mellows: Taxation for Executors and Trustees (loose leaf) (joint editor), Parker’s Modern Wills Precedents, 4th edn (principal author), A Practitioner’s Guide to Drafting Trusts 2003 (author), Thomas & Hudson: The Law of Trusts 2004 (contributor). He has also contributed to Private Client Practice, The New Law Journal and Tolley’s Tax Newsletter.

    Cost:
    525.00

    Booking Arrangements:

    FEES:
    CLT Member Fee: £415.00
    Non Member Fee: £525.00

    Book via our website: http://www.clt.co.uk/ConferenceDisplay/1692113/2000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct24
    Associates Course & Examination
    Date:
    24/10/2011

    Course Description:

    A one day course for people who want to take Will instructions on behalf of an existing member of the Institute.

    Venue:
    Trinity Point B63 3HY, Halesowen

    Full Course Details:

    The course consolidates knowledge and training which is already expected to have been provided by the existing member and prepares candidates for the examination procedure. 

    Candidates are expected to have read and have a thorough understanding of the course book 'A Basic Guide to Taking Will Instructions' 

    The cost of the course is £110.00 which includes the course book, examination fee and lunch and refreshments.

    Cost:
    110.00

    Booking Arrangements:

    Please call the Willwriting Academy on 08456 444261



  • Oct24
    Protecting Elderly Client Wealth (5 hours) - Newcastle-Upon-Tyne
    Date:
    24/10/2011

    Course Description:

    Wealth protection in retirement has never been more important as funding options for care come under Government scrutiny. This course identifies potential problems areas when advising elderly clients and offers practical advice, action lists and guidance on how to minimise the risks for both practitioners and the clients. It looks at the risk of financial abuse, LPAs, deputyship applications, tax advice for the elderly, long term care funding and best practice in care funding. It will also look ahead to the pending changes following the Dilnot Commission report.

    Venue:
    Venue to be confirmed, Newcastle

    Full Course Details:
    • Intermediate
    • 5 hours CPD

    Wealth protection in retirement has never been more important as funding options for care come under Government scrutiny. This course identifies potential problems areas when advising elderly clients and offers practical advice, action lists and guidance on how to minimise the risks for both practitioners and the clients. It looks at the risk of financial abuse, LPAs, deputyship applications, tax advice for the elderly, long term care funding and best practice in care funding. It will also look ahead to the pending changes following the Dilnot Commission report.

    Topics covered will include:

     

    • Undue Influence - Gifts to relatives or carers during lifetime or on death
    • Property rights
    • Tax advice for the elderly
    • LPAs - do they provide adequate safeguards against abuse - how do you minimise the risks?
    • Deputyship applications – property transactions and gifts on behalf of the Donor
    • Statutory Wills - why & when should an application be made
    • Financial Abuse - How to recognise the signs?
    • Long term care-funding
    • Deliberate deprivation - what advice should you give?
    • Assessed assets - what can be disregarded and how should they be valued?

    Speaker:
    Miss Helen Clarke is a solicitor specialising in probate and elderly client issues. She is on the executive committee of the Law Society Private Client Section, the Law Society Council member for the Private Client Section, chair of the Law Society Wills & Equity Committee and a member of STEP.

    Cost:
    420.00

    Booking Arrangements:

    FEES:
    CLT Member Fee £210.00
    Non Member Fee £420.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1686186/3010

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com




  • Oct25
    Cross Border Estates - London
    Date:
    25/10/2011

    Course Description:

    Estates with assets in more than one jurisdiction are encountered frequently and can present difficult problems. This course is presented by an expert in this field and is offers both an analysis and some solutions for the issues which arise. It also looks at the conflicts of laws and tax for foreign beneficiaries. Delegates are encouraged to bring questions on estates of this nature as the basis for discussion in the course.

    Venue:
    London venue to be confirmed, London

    Full Course Details:
    • Advanced/Intermediate
    • 3 hours CPD

    Estates with assets in more than one jurisdiction are encountered frequently and can present difficult problems. This course is presented by an expert in this field and is offers both an analysis and some solutions for the issues which arise. It also looks at the conflicts of laws and tax for foreign beneficiaries. Delegates are encouraged to bring questions on estates of this nature as the basis for discussion in the course.

     

    It will cover:

    • Formal validity of Wills
    • Succession law: connecting factors, unity/division, renvoi
    • Forced heirship
    • Taxation: Inheritance Tax and Gift Tax
    • Matrimonial regimes
    • Same sex marriage and civil partnerships
    • Usufructs
    • Planning for Cross Border Estates
    • Administration issues
    • Practical problems and some solutions
    • Debts
    • Duties of PRs

     

    Cost:
    240.00

    Booking Arrangements:

    FEES:
    CLT Member Fee £120.00
    Non Member Fee £240.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1688367/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com




  • Oct26
    Elderly Client 2011 Update - London
    Date:
    26/10/2011

    Course Description:

    This course covers recent case law, new and pending legislation. Advice for elderly clients is a rapidly changing area of expertise and covers a wide range of subjects including rapidly changing case law, property, LPAs, Court of Protection, care funding (Local Authority and NHS) and professional conduct issues. It will also look ahead to the pending changes following the Dilnot Commission report. The detailed notes include practical examples, draft clauses, specimen letters and action points. The materials are constantly updated to provide delegates with a thorough and valuable resource of information.

    Venue:
    London venue to be confirmed, London

    Full Course Details:
    • Update
    • 5 hours CPD

    This course covers recent case law, new and pending legislation. Advice for elderly clients is a rapidly changing area of expertise and covers a wide range of subjects including rapidly changing case law, property, LPAs, Court of Protection, care funding (Local Authority and NHS) and professional conduct issues. It will also look ahead to the pending changes following the Dilnot Commission report. The detailed notes include practical examples, draft clauses, specimen letters and action points. The materials are constantly updated to provide delegates with a thorough and valuable resource of information.

     

    The areas covered will include:

     

    • Case Law Update
    • Assessment of Capacity
    • Professional Conduct Issues
    • Lasting Powers of Attorney/Court of Protection update
    • Domiciliary care funding
    • Local Authority Care Funding Issues
    • NHS Funded Long Term Care

    Speaker:
    Miss Helen Clarke 
    is a solicitor specialising in probate and elderly client issues. She is on the executive committee of the Law Society Private Client Section, the Law Society Council member for the Private Client Section, chair of the Law Society Wills & Equity Committee and a member of STEP.

    Booking Arrangements:

    FEES:
    CLT Member Fee £210.00
    Non Member Fee £420.00

    Book via the website: http://www.clt.co.uk/coursedisplay/1691032/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com




  • Oct28
    French Probate, Taxation and Estate Planning (3 hours) - London
    Date:
    28/10/2011

    Course Description:

    This course will provide Private Client practitioners with an insight into will drafting, tax and estate planning for any client owning property in France, from the point of view of non-residents. It will cover tax implications, wills, inheritance taxes and conflicts between UK and French law. The speaker is dual qualified as a French Notaire and an English Solicitor and is now practising in France. He offers expert insight into the myriad of issues which arise on these estates and equips those attending with know how to be able to tackle these estates with confidence and to know when to refer to an expert where required, thus reducing risk.

    Venue:
    London venue to be confirmed, London

    Full Course Details:
    • Intermediate
    • 3 hours CPD

    This course will provide Private Client practitioners with an insight into will drafting, tax and estate planning for any client owning property in France, from the point of view of non-residents. It will cover tax implications, wills, inheritance taxes and conflicts between UK and French law. The speaker is dual qualified as a French Notaire and an English Solicitor and is now practising in France. He offers expert insight into the myriad of issues which arise on these estates and equips those attending with know how to be able to tackle these estates with confidence and to know when to refer to an expert where required, thus reducing risk.

     

    The course will cover:

     

    • Will drafting with French based assets
    • Dealing with the French rules of inheritance
    • Domicile issues with foreign estates
    • French tax planning to UK clients
    • Estate planning and ownership structures in France
    • Winding up an estate with French assets

    Speaker:
    Mr Philippe Piedon-Lavaux 
    practices with a major law firm in Paris where he heads their International Department. He provides an overall service to the firm's international clients investing or moving to France and has extensive experience in estate planning, family matters and conveyancing, including capital taxation planning for wealthy individuals who have a French tax exposure. Philippe is a dual qualified French Notaire and English Solicitor

    Cost:
    240.00

    Booking Arrangements:

    FEES:
    Member Fee £120.00
    Non Member Fee £240.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1688542/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com



  • Oct28
    Spanish Probate, Taxation and Estate Planning (3 hours) - London
    Date:
    28/10/2011

    Course Description:

    This course will provide Private Client practitioners with an insight into the peculiarities of the Spanish probate and taxation system. The course also covers Spanish Estate Planning. It is suitable for any practitioner whose clients own property in Spain. The speaker is dual qualified as a Spanish and an English Solicitor with experience of practising in both jurisdictions. He offers expert insight into the myriad of issues which arise on these estates and equips those attending with know how to be able to tackle these estates with confidence and to know when to refer to an expert where required, thus reducing risk.

    Venue:
    Venue to be confirmed, London

    Full Course Details:
    • Intermediate
    • 3 hours CPD

    This course will provide Private Client practitioners with an insight into the peculiarities of the Spanish probate and taxation system. The course also covers Spanish Estate Planning. It is suitable for any practitioner whose clients own property in Spain. The speaker is dual qualified as a Spanish and an English Solicitor with experience of practising in both jurisdictions. He offers expert insight into the myriad of issues which arise on these estates and equips those attending with know how to be able to tackle these estates with confidence and to know when to refer to an expert where required, thus reducing risk.

     

    • Property ownership structures
    • Succession law applicable in cross border estates (Spain - UK)
    • Reenvoi in succession law
    • Spanish Wills -v- UK Wills
    • Winding up a Spanish Estate
    • Intestacy rules
    • Inheritance taxes
    • Gift Tax
    • Tax efficient wills

    Speaker:
    Mr Antonio Guillen 
    is a dually qualified Spanish Lawyer and English Solicitor with DWF LLP. He practised for several years in Barcelona and then moved to the UK to advise British clients investing in Spain. He writes for several publications on issues of Spanish law.

    Cost:
    240.00

    Booking Arrangements:

    FEES:
    Member Fee £120.00
    Non Member Fee £240.00

    Book via our website: http://www.clt.co.uk/coursedisplay/1688543/6000

    Or contact us on:
    Phone: +44 (0)121 355 0900
    Fax: +44 (0)121 355 5517
    email: registrar@centlaw.com