Wills and Probate Update 2012 (5 CPD hours) 17th April 2012

Wills and Probate Update 2012 (5 CPD hours) 17th April 2012

This course will acquaint private client practitioners with recent developments in the areas of will drafting, construction and interpretation, trusts and probate practice and related tax issues to ensure practitioners can apply these developments to their daily practice and be able to discuss the changes in an informed way with colleagues and clients. It will also look ahead to future developments

The course will cover:

~ Wills, trusts and probate cases and developments including:

-Testamentary Capacity

– Interpretation and Construction

– Liability for Negligent Advice

– Equitable Remedies,Rectification, Rescission

– Hastings Bass and Mistake

– Constructive Trusts and Proprietary Estoppel

– Family Provision claims

– Income v Capital

~ IHT cases and developments including:

– Reliefs

– Variations

– Compliance

~ Miscellaneous Tax issue

– CGT cases

– Compliance and Guidance

~ Future Developments


Lucy Obrey is a Solicitor and Partner at Higgs & Sons, Solicitors in the West Midlands. She is a member of STEP and member of the STEP UK Practice Committee. Lucy regularly appears as a speaker at the STEP National Conference. She is also recognised in Chambers and Partners and Legal 500 in the areas of trusts and personal tax.

Fees (ex VAT)

Member Fee £210.00
Non Member Fee £420.00

To book click here