Wills, Probate and LPA’s for Support Staff

Brought to you by Today's Training and HTF Legal Training

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Tuesday August 16th, 2022

11:00 am - 12:00 pm

£300

Brought to you by Today’s Training, part of Today’s Wills and Probate and HTF Legal Limited, this 10 part series will cover the basics of Wills, probate and LPA’s from start to finish looking at procedure and the law.

Through a series of interactive webinars expert speaker Helen Forster explores the fundamentals, highlighting good practice and exploring what can go wrong using practical examples.

Wills and LPA drafting is an ever changing area of law due to the complexities of tax, second marriages and interpretation by the courts. It is important to understand not only how to draft a will but how the law is applied regarding inheritance, revocation, beneficial entitlement and mental capacity.

The LPA system is also fraught with issues, including new reporting requirements and safeguards. The new consultation paper has made several proposals in addition, designed to bring in more protection to donors.

It is usual for practitioners to also be involved in the probate process when someone passes away, especially if a will is retained by the firm. You will therefore need to be aware of the probate process, new rules that are applied for low value estates and the “need to knows” and key dates for administration. This 10 session course will provide you with a comprehensive introduction to this area, and will give you practical tips on drafting Wills and LPAs, the common problems practitioners face in practice, and the basics of administration, including up to date case law.

Over the 10 sessions expert speaker Helen will cover

  • Validity of a Will
  • Basic requirements
  • Privileged wills
  • Problems- capacity, knowledge and approval and undue influence
  • Incorporation by reference
  • Drafting a will
  • Life interest wills
  • Discretionary trust wills and the 2 year rule
  • Legacies and gifts in Wills
  • STEP provisions
  • Revocation and Alteration of a Will
  • Survivorship clauses
  • LPA drafting and registration
  • Abuse of LPAs and problem areas
  • The new LPA Consultation paper and changes
  • Preliminary stages in the administration of an estate including registering the death, inquests, preservation of the assets of the deceased
  • Disclosure of the will
  • Whether a grant is required – small estates
  • The different types of grant
  • The IHT 400 and pitfalls including valuation issues, disclosure of lifetime gifts, APR ad BPR
  • The deceased’s tax position – Income tax, CGT
  • The estate’s tax position – Income tax, CGT
  • Completing the administration
  • Missing beneficiaries and how to deal with them

Course notes will be provided. Delegates who complete the course will be provided with a Certificate of Attendance 

Please note, the course fee is per person

Who Should Attend

  • This course is suitable for lawyers and practitioners wishing to move into this field, those who require a refresher and for training paralegals and support staff to become more hands-on fee earners.

Course Date

All courses will run from 11:00 for one hour unless otherwise stated. All sessions will be available to view live and will be recorded for review if you are unable to attend the live date. By registering for the first session you will automatically be registered for the full course and receive ongoing reminders of upcoming sessions and joining instructions.

  • 7th June
  • 15th June 12pm-1pm
  • 22nd June
  • 6th July
  • 12th July
  • 19th July
  • 26th July
  • 2nd August
  • 9th August
  • 16th August

All sessions will be available to view live and will be recorded for review if you are unable to attend the live date.

Level

  • Suitable for all levels.

Speaker

Speaker: Helen Forster

Helen is a solicitor and Trusts and Estates Practitioner. Since qualifying in 2009, she has specialised in Wills, Probate, Trusts, Tax and Court of Protection matters, and is 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).

Her 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.

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, Helen has also been recognised in the Retirement Planning Awards as best Wills and Probate Solicitor in Yorkshire in 2022

In my spare time, I like to go rock-climbing or cycling. I am also currently learning ballroom dancing and enjoy handicrafts and chocolate making!

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