Tips on Drafting Wills for Cohabitants

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Contents

The aim of the video is to provide the practitioner with a reminder of some of the difficulties faced when drafting Wills for cohabitants and provide some options and solutions to the problems. Topics covered will include:

• Can you act? Issues around conflict of interest
• The impact of Inheritance (Provision for Family & Dependants) Act 1975 & Inheritance & Trustees’ Powers Bill
• Guardianship
• Ownership of assets
• Use of trusts
• Impact of taxation

Learning objectives

On completion of this video you should be able to:

• Realise the potential difficulties of acting for both cohabitants
• Appreciate the potential for claims against an estate which fails to provide for eligible applicants under Inheritance (Provision for Family & Dependants) Act 1975
• Have considered the information required to provide appropriate advice in respect of key aspects of drafting the Wills

Speaker

GILL STEEL

Gill is a compelling seminar and conference speaker both in house and at public events with a strong gift for making Wills, Probate, Trusts and Tax practical, engaging, authoritative and informative. She is the Author of the 3rd Edition of Trust Practitioner’s Handbook, Consultant editor Tolley’s IHT & Trusts & Estates online service. Gill is also a solicitor, has an MBA in Legal Practice Management and runs an active website for Private Client Practitioners.