- Introductory *5 hours CPD
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
- 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