Wills and Probate Update 2011- 14th June 2011 – (5 CPD hours)

This course will acquaint private client practitioners with recent developments in the areas of Will drafting, construction and interpretation, 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.

  • Wills, trust and probate cases and developments including:

–       Testamentary Capacity

–       Liability for Negligent Advice

–       Equitable Relief

–       Family Provision Claims

–       Constructive Trusts

–       Equitable Estoppel

  • IHT cases and new developments including:

–       New IHT Estate Returns

–       Transferable Nil Rate Band HMRC Guidance

–       Use of Nil Rate Band Trusts

–       Continuing Impact of FA 2006

–       Business Property Relief

–       Associated Operations

  • Future developments

This course will be presented by Lucy Obrey who is a Solicitor and Partner at Higgs & Sons, Solicitors in the West Midlands. She is a member of STEP and sits on the Birmingham STEP Branch Committee. She is also recognised in Chambers and Partners in the area of trusts and personal tax.

The course cost is £210 plus VAT per delegate (members of CDLS)

To book click here