Grants of Probate & Letters of Administration - Stay Up To Date

Introduction

This new full day in-person course will explore a wide variety of areas that private client practitioners need to be aware of when carrying out probate work.

It will provide an opportunity to ensure that you are up to date with current best practice to avoid risk but also enable you to meet your clients’ needs.

The day will conclude with a case law update from the last 12 months.

What You Will Learn

This in-person course will cover the following:

• Intestacies - what are the pitfalls?
• DNA testing and intestacies after Birtles
• Risks with unpaid IHT and avoiding penalties
• Insolvent derivatives - what are the options?
• Insolvent beneficiaries - what to do
• Dealing with digital assets - the journey from finding them to transferring to beneficiaries
• Duties of personal representatives
• Unusual grant applications
• Renouncing - what if a professional appointee refuses to renounce?
• Fee earning with smaller probates
• Rights of residuary beneficiary
• Removal of executors/trustees
• Post death variations
• Case law update