Will drafting is becoming more complex due to the nature of more complicated family dynamics, tax planning and care fees planning. Practitioners need to be more aware of the interaction and use of trusts either in a person’s lifetime (‘inter-vivos’) or within a will and advise clients accordingly. Not only that but legislation changes have meant that the use of electronic Wills is likely to become the norm in the future, as well as electronic assets such as bit-coin and cryptocurrency.
All of these changes have meant that practitioners now more than ever are having to ensure that processes are put in place to protect both themselves and their clients when questions are raised by disappointed beneficiaries as regards will validity.
This 10 session course will consider the current rules for will drafting, giving practical advice as to the use of will trusts, the interaction with the Trust Registration Service and protecting yourself against future challenges to wills you may draft.
What You Will Learn:
This course will cover the following:
- The Wills Act and its requirements
- The layout of wills: Common clauses, gifts and gifts of residue
- Electronic Assets
- Care fees planning and life interest clauses
- Discretionary trusts
- The Residence Nil Rate Band and its impact on drafting
- The Trust Registration service and its impact on will drafting
- Practical advice – making use of allowances
- Challenges to wills
- Larke v Nugus statements
- Lodging caveats
Who Should Attend:
Paralegals, professionals or solicitors who are involved in Will drafting
Level:
All levels can benefit from this seminar
Dates:
- Thursday 17th October 12:00pm-1:00pm
- Tuesday 22nd October 1:00am-12:00pm
- Tuesday 29th October 2:00pm-3:00pm
- Thursday 7th November 12:00pm-1:00pm
- Tuesday 12th November 12:00pm-1:00pm
- Tuesday 19th November 11:00am-12:00pm
- Thursday 28th November 11:00am-12:00pm
- Thursday 5th December 11:00am-12:00pm
- Tuesday 10th December 11:00am-12:00pm
- Thursday 12th December 11:00am-12:00pm
Speaker: Helen Forster – HTF Legal Limited
I am a solicitor and Trusts and Estates Practitioner. Since qualifying in 2009, I have specialised in Wills, Probate, Trusts, Tax and Court of Protection matters, and I am a Dementia Champion with Age UK, a member for Solicitors for the Elderly and also a member of STEP (The Society of Trusts and Estates Practitioners).
My other work includes seminars, lecturing and training throughout the Country with institutions such as regional Law Societies and MBL Seminars Limited, as well as providing in house training on a number of subjects.
In addition, I also teach night classes at Rossett School Adult Learning in Harrogate, giving individuals and insight into how legal documents such as Lasting Powers of Attorney are drafted, as well as pitfalls and problems.
Over my career I have been highly commended twice in the Yorkshire Legal Awards, as well as receiving an award for second place in the Modern Law Awards 2016 in the category of “Rising Star” in England and Wales. HTF Legal has recently won an award in the Retirement Planning Awards as best Wills and Probate Solicitor in Yorkshire in 2022