Mirrored Wills - The Risks on Death

Introduction

Mirrored Wills are a staple of estate planning, offering a seemingly simple and cost-effective solution for couples who want to leave their estates to each other and then to their chosen beneficiaries.

But what happens after the first death?

Can the survivor rewrite the will, disinheriting children or loved ones?

Could a promise made during lifetime lead to bitter disputes and costly litigation?

The risks are greater than many realise, and the consequences can be devastating.

From broken family agreements to Inheritance Act claims, tax traps, and challenges based on undue influence, mirrored wills can unravel in ways your clients never anticipated - and they’ll be looking to you for answers.

This new virtual classroom seminar will uncover the hidden dangers of mirrored wills, equip you with essential strategies to mitigate risk, and provide practical solutions to protect your clients (and yourself) from future legal battles.

What You Will Learn

This live and interactive course will cover the following:

• The concept of mirrored wills and their typical structure
• Key risks associated with mirrored wills, including unintended consequences
• Legal and ethical issues, including challenges related to testamentary freedom
• Potential safeguards and alternative estate planning strategies

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.