Will Drafting - How to Avoid Expensive Mistakes

Introduction

A will is commonly regarded as being something that is ‘relatively easy’ to prepare.

However, with one in four estates now being contested this virtual classroom seminar will provide practical guidance on drafting techniques to avoid contested issues once the testator has passed away.

It will also cover the new legislation announced during COVID-19 and how to protect your firm following the changes.

What You Will Learn

This live and interactive session will cover the following:

• Recent case law and simple mistakes in wills
• Section 33 and unintended consequences
• Survivorship clauses
• Loans and wills - satisfaction
• Problems leaving specific gifts, abatement, free of tax or not
• Letters of wishes and their uses and problems
• Classes of beneficiaries - use of the word issue
• Alterations to the Wills Act following COVID-19 problems
• Cutting out beneficiaries - practical advice to protect the estate
• Common claims made - revocation, rectification and alterations
• Practical tips to assist in Larke v Nugus requests

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.