• Introductory

This course is aimed at those with little or no experience of the subtleties of Will drafting, however by the end of the course the delegate should feel confident in drafting not only simple, but also more complex Wills and seeing to their execution. In particular it will deal with:

• Capacity and intention to make a Will, and how to resolve problems
• Appointment and executors
• Appointment of guardians
• Types of legacy and problems in drafting

- Lapse

- Ademption

- Abatement

• Particular assets

- Business assets - Advantages, problems and pitfalls

- The matrimonial home - how to protect the surviving spouse's rights of occupation

• Drafting residuary gifts - how to avoid a partial intestacy
• Trusts - types, uses and taxation
• Trustees powers in the light of the Trustee Act 2000 - are express powers still necessary?
• Formalities and solicitor's duty in relation to execution
• Tax efficient Will drafting
• Some common howlers

Martyn Packer BA (Hons), LLM, Solicitor who worked in private practice as a probate and trusts lawyer. He is now a freelance training consultant in the fields of Probate, Will Drafting and Private Client work.

CLT Member Fee £255.00 Non Member Fee £420.00

Locations & Dates

06/10/2010 - Manchester (10:00 am - 04:45 pm)	Manchester venue to be confirmed	BOOK
13/10/2010 - Birmingham (10:00 am - 04:45 pm)	Birmingham venue to be confirmed	BOOK
03/11/2010 - Leeds (10:00 am - 04:45 pm)	Leeds venue to be confirmed	BOOK
10/11/2010 - London (10:00 am - 04:45 pm)	London venue to be confirmed	BOOK
09/02/2011 - London (10:00 am - 04:45 pm)	London venue to be confirmed	BOOK
23/02/2011 - Bristol (10:00 am - 04:45 pm)	Bristol venue to be confirmed	BOOK
25/02/2011 - Sheffield (10:00 am - 04:45 pm)	Sheffield venue to be confirmed	BOOK
06/05/2011 - Manchester (10:00 am - 04:45 pm)	Manchester venue to be confirmed	BOOK
13/05/2011 - Birmingham (10:00 am - 04:45 pm)	Birmingham venue to be confirmed	BOOK
25/05/2011 - London (10:00 am - 04:45 pm)	London venue to be confirmed	BOOK