Legal Easel: Probate, Trusts, Tax and the Elderly Update 2019

Ribby Hall Village
Ribby Road
Wrea Green PR4 2PR
United Kingdom

Date: Monday 18 Nov 2019

Time: 09:30-17:00

CPD Hours: 6

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£109
+VAT
£130.80 (incl. VAT)
Cost including lunch:
£124+VAT £148.80 (incl. VAT)
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KEY SUBJECTS

  • PROPERTY ISSUES IN ESTATES – WHAT TO LOOK OUT FOR
  • WILL DRAFTING INCLUDING RNRB
  • TRUSTS UPDATE
  • ELDERLY CLIENT UPDATE
  • DEALING WITH CLAIMS UNDER I(PFD)A 1975
  • PRIVATE PRACTICE AND THE VULNERABLE CLIENT

SPEAKERS

Gill Steel, Solicitor and Director of LawSkills Ltd

Professor Lesley King, Professional Development Consultant, University of Law

Sheree Green, Director of Greenchurch Legal Services Limited

PROGRAMME

9.30am CHAIRMAN’S INTRODUCTION

PROPERTY ISSUES IN ESTATES – WHAT TO LOOK OUT FOR

  • Starting point – ownership details
  • Nature of gift in Will
  • Is there more than one property in the estate?
  • Are there properties used in a business or by a business owned in whole or in part by the deceased?
  • Is anyone in occupation?
  • Other practical issues
  • Tax Issues

Gill Steel, Solicitor and Director of LawSkills Ltd

WILL DRAFTING INCLUDING RNRB

Good will drafting should be easy for the client to understand but, even more importantly, it should create a document that carries out the client’s wishes without ambiguity and uncertainty. This session will look at common problems and how to avoid them.

In particular it will look at:

  • Use of definitions
  • Layout
  • Substitutional gifts
  • Importance of planning
  • Defective drafting
  • RNRB issues
  • Drafting flexible life interests

Professor Lesley King, Professional Development Consultant, University of Law

TRUSTS UPDATE

  • Compliance update – FATCA & CRS
  • Trust Registration Service update
  • Trust tax
  • GDPR for trustees
  • Recent cases including:
    • Variation of a settlement – Duke of Somerset v Fitzgerald [2019] EWHC 727
    • Setting aside Deed of Appointment – Wesley v HMRC [2019] UKFTT 259
    • Disclosure of trust documents – Dawson-Damer v Taylor Wessing [2019] EWHC 1258

Gill Steel, Solicitor and Director of LawSkills Ltd

ELDERLY CLIENT UPDATE

  • Care fees and deliberate deprivation of assets
  • Lasting Powers of Attorney – recent cases
  • What is new in the Court of Protection?

Sheree Green, Director of Greenchurch Legal Services Limited

DEALING WITH CLAIMS UNDER I(PFD)A 1975

Those administering estates are often faced with potential claims. No one wants to go to court but beneficiaries don’t want to be held to ransom by unmeritorious claims. This session focusses on basic principles and recent case law to help practitioners evaluate the strength of a claim.

It will consider in particular:

  • the approach to cohabitees
  • the meaning of maintenance
  • the position of cohabitees
  • the importance of pre-trial concessions
  • the respective positions of PRs and beneficiaries

Professor Lesley King, Professional Development Consultant, University of Law

PRIVATE PRACTICE AND THE VULNERABLE CLIENT

  • Identifying a vulnerable client
  • Tips for protecting both client and practitioner
  • Confidentiality and raising concerns
  • Risks in relation to jointly owned assets

Sheree Green, Director of Greenchurch Legal Services Limited

5.00 pm CLOSE OF PROCEEDINGS    

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Please note that all correspondence will now be emailed.

Conference Information

Legal Easel: Probate, Trusts, Tax and the Elderly Update 2019

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