Description

Estate planning is a dynamic process that requires flexibility and responsiveness to changing legal, economic, and social environments.

This webinar will cover a number of the more complex issues that practitioners face when advising on and drafting wills.

The aim of this webinar is to provide sound practical advice that practitioners can use in their daily lives.

Topics covered include:

• Blended & other families - balancing competing interests & adapting to changing circumstances
• The use of life interest wills and other limited interests
• Capacity issues and elderly clients
• Mutual wills vs. Mirror Wills
• Cross border issues, domicile, and foreign wills
• Asset ownership and estate planning
• ORAs – matters to consider
• Digital assets – how to deal with these
• Relationships– matters to consider
• Trusts Act 2019 and its specific application to wills
• Useful provisions in the Wills Act 2007
• Identifying and minimising risk and claims against an estate
• Instruction taking tips and drafting traps to avoid

Attendees will receive a number of useful handouts and sample clauses.

ORIGINAL BROADCAST DATE

14 August 2024

LEARNING OUTCOMES 

• You will have a better understanding of the more complex issues that present when advising clients on their estate planning and wills.
• You will gain greater confidence drafting wills that are fit for purpose.

SUITED TO 

Legal Profession - all levels will benefit.

PRESENTER

Ala Sonti, Senior Associate, McVeagh Fleming