Evaluating Claims Under I(PFD)A 1975

Contents

Those administering estates are often faced with potential claims. No one wants to go to court but beneficiaries don’t want to be held to ransom by unmeritorious claims. This session will focus on basic principles and recent case law to help practitioners evaluate the strength of a claim.

It will consider in particular:

• The approach to cohabitees
• The meaning of maintenance
• The position of cohabitees
• The importance of pre-trial concessions
• The respective positions of PRs and beneficiaries

Learning Objectives

After this training you will be able to make an initial evaluation of the strength of a claim.

Speaker

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.