Webinar: Will drafting – getting the right result for your client with Advanced Legal – Weds 1 March, 12pm
We’re delighted to welcome back Professor Lesley King to start the 2023 series of Expert Webinars with The National Will Register for the private client industry on Wednesday 1st March at 12noon.
Titled “Will drafting: Getting the right result for the client” the talk will focus on areas around Will drafting that practitioners should be aware of when drafting Wills for clients, to ensure that their wishes are best accounted for.
When taking instructions for a Will, we often need to point out problems to clients which may prevent them achieving their aims. This session will look at these in more detail so you know what to make your Will clients aware of including inheritance tax issues, gifts, second families and business assets.
The National Will Register’s Expert Webinar series is complimentary, and available to watch live or on demand after the webinar date – so whether you can make it on the day or not, be sure to register to ensure you don’t miss out on what will be an insightful talk.
You can now also register for the entire 2023 Expert Webinar series – meaning you won’t need to register for each webinar, and we’ll send you calendar invites when webinar dates are known. This year we’ll be joined by Gill Steel of LawSkills, Moore Barlow, Irwin Mitchell, Jones Whyte, Culver Law and more to be announced. All you need to do is tick the box to agree to register for all the 2023 series.
Agenda
- IHT issues including rules on burden, apportionment of BPR and APR, and lifetime gifts
- Futureproofing gifts to best achieve the client’s wishes by considering ademption and change in value
- Second families
- Minimising the risk of successful Inheritance Act claims
- Assets tied up in a business
Presented by Professor Lesley King
Professor Lesley King is a former member of the Law Society’s Wills & Equity Committee and the Probate & Estates Committee of STEP. Lesley is an honorary member of the Association of Contentious Trust and Probate Specialists. She is Professional Development Consultant at the University of Law.
She is co-author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; The Will Draftsman’s Handbook; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.
She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia.
She is the Wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on Wills, taxation and related matters. She is a consultant with Beckbury Advisory Services.
Click here for free registration
