CLT Certificate in Probate and Administration of Estates

This is a structured two day course designed for those practitioners wishing to gain a good practical grounding in this field. It is suitable for trainees and newly qualified solicitors who have had little or no grounding at the academic stage, for those returning after a career break and those wishing to change specialisms. It covers all aspects post-death through to finalisation of the estate.

• Good overview of steps in an administration
• Personal Representatives: - different types, their duties and authority and options available
• The initial interview: Who is my client? What is my general duty to my client?
• Taking instructions: information required, immediate practicalities to address
• Setting up the file; Initial letters; organising and managing the file
• Obtaining information about the estate and ascertaining beneficial entitlement
• Property passing outside the Will or intestacy - "jointly owned property"
• Is there a "Will?" Is it the last Will? Are the clauses valid? Is it admissible to probate?
• Entitlement on intestacy
• Preparing the papers to lead to the grant: Responsibilities of Personal Representatives; Form IHT 400, calculation and payment of IHT, and raising funds to meet IHT liability
• Completion of Oath for common form Grants: Probate, Letters of Administration with the Will annexed and Letters of Administration
• Other evidence: affidavits of due execution, plight and condition and identity
• Administering the estate: collecting in assets, paying debts and legacies, settling deceased's tax liability to date of death
• Tax during the administrative of estate: PRs liability, payments to beneficiaries during the administration and disposals during administration
• Finalising IHT, corrective accounts and obtaining Clearance Certificate
• Finalising the administration: Estate and Distribution Accounts, Transfer to beneficiary entitled
• Inheritance (Provision for Family and Dependants) Act claims
• Post mortem tax planning - variations and disclaimers, examples of uses, traps for the unwary and the duty to advise (Cancer Research v Ernest Brown)

Course Dates

10/07/2012 London	09:30 - 17:00 Venue Information
03/10/2012 London	09:30 - 17:00 Venue Information

Anthony Miller 
ACIB, TEP, formerly a manager and training consultant with Barclays Bank Trust Company Ltd, now a member of the CLT tutoring and examining team for the STEP England & Wales Diploma. Anthony has 30 years experience of probate, estate and trust administration matters in practice and is a professional tutor having obtained the IPD Certificate in Training Practice.