Planning and Drafting Wills for Spouses and Civil Partners

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Contents

Most wills are prepared for married couples or civil partners. Increasingly families are complicated with second marriages and children of different unions. This video will look at the matters to be considered at the planning and drafting stage.

• Particular problems
  • Second marriages
  • Special considerations for civil partners
  • Family Provision Claims
• The options
  • Absolute gifts
  • Flexible IPDIs
  • Nil rate band legacies
  • Personal chattels
• Dealing with the transferred nil rate band

• Wills in expectation of marriage

Learning objectives

On completion of this video you should be able to:

• Identify the succession problems that may arise in relation to second partners and civil partners
• Assess the likelihood of successful Family Provision Claims
• Identify the estate planning options available and the relative advantages and disadvantages
• Plan and draft wills for multi-married clients 

Speaker

PROFESSOR LESLEY KING

Professor Lesley King of the University of Law is co-author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents);  A Practitioner’s Guide to Wills; Wills: A Practical Guide and editor of The Probate Practitioner’s Handbook. She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.