EVENTS

ADVANCED WILL DRAFTING 12th December 2017
Holiday Inn Reading South, 500 Basingstoke Road, Reading RG2 0SL

This course is designed for those more experienced practitioners with at least 2 years experience in drafting Wills and will assist in the drafting of more complex Wills and advising clients with more complex estates. 


Full Course Details

Learn the tips and tricks of advanced Will drafting.  Will drafting is a very different skill set to instruction taking. Although taking instructions and applying technical knowledge are skills in their own right, both can be easily undone by a failure to then translate those instructions into a valid, elegant and, of course executed, Will.

On this course you will learn some of the pitfalls, tricks and traps of will drafting, including common clerical errors which affect the ability to efficiently obtain the Grant of Representation as well as effective clause selection to enable the smooth administration of the estate.

-  Aims of the Will and the Draftsman

-  Considerations when eliciting information and transposing the instructions

-  Getting the Will through Probate –what does the Probate Registry look for?

-  Effective clause selection- use of precedents

- Special Considerations:

-  Asset protection

-  Family/beneficiary protection

-   Foreign property

-   Business Assets

-   IPFD Act

-   Vulnerable Beneficiaries

-   Case Studies


Booking Arrangements

Please call the office on 08456 444261 to pay with a credit/debit card or pay by bank transfer to Sort code: 40 23 03 Account No: 92117029

 

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.

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