AIMS:    A ONE-DAY WEBINAR TO CONFIRM KNOWLEDGE AND INTRODUCE DELEGATES TO ADVISING THE ELDERLY 

PREREQUISITES:  SOME EXPERIENCE IN WRITING WILLS IS REQUIRED

FULL WEBINAR DETAILS

OUTCOMES:  BY THE END OF THE COURSE, WITH THE AID OF THEIR COURSE NOTES DELEGATES WILL BE ABLE TO: 

1.     UNDERSTAND AND APPRECIATE THE MARKET 
2.     UNDERSTAND AND APPRECIATE THE ISSUES AFFECTING ELDERLY CLIENTS 
3.     BE ABLE TO ACCESS CAPACITY USING BANKS V GOODFELLOW 
4.     TAKE  INSTRUCTIONS FROM ELDERLY CLIENTS AVOIDING A FUTURE “LARK V NUGUS LETTER” 
5.     COMPLETE LAND REGISTRY FORMS FOR A MUTUAL SEVERANCE OF JOINT TENANCY AND A UNILATERAL SEVERANCE OF JOINT TENANCY
6.     UNDERSTAND CARE FEE MITIGATION AND BE ABLE TO ADVISE CLIENTS OF VARIOUS OPTIONS
7.     DRAFT WILLS TO INCLUDE LIFE INTEREST OR RIGHTS TO RESIDUE 
8.      BE ABLE TO CHOOSE AN APPROPRIATE TESTAMONIUM AND  ATTESTATION CLAUSES
9.     BE ABLE TO EXPLAIN TO CLIENTS HOW THE TRUSTS (IN 7 ABOVE) IN THEIR WILLS ARE TAXED AFTER THEIR DEATH. 
10.   DISCUSS PRE-PAID FUNERAL PLANS 

WILLWRITING ACADEMY LTD CANCELLATION POLICY: FOR BOOKINGS CANCELLED MORE THAN 14 DAYS BEFORE THE EVENT, A FULL REFUND LESS £25.00 ADMINISTRATION FEE WILL BE GIVEN.  NO REFUNDS WILL OTHERWISE BE MADE