Planning and Drafting Wills for Modern Families

Contents

Modern families are increasingly complex. Often clients have children from several different relationships making planning a suitable will difficult. The introduction of the new residence nil band adds a further level of complexity. There may be a conflict between what clients want to do with their property and what is most efficient in inheritance tax terms.

This webinar looks at:-

  • The impact of the residence nil band on will drafting
  • Cohabitants: problems and options
  • Surviving spouses and children: problems and options
  • Survivorship clauses and substitutional gifts
  • Trusts for disabled children
  • Flexible life interest trusts
  • Nil rate band discretionary trusts

Learning objectives

After participating in this webinar you will be able to:

  • Advise cohabiting, married (and civil partnered) clients on the options available to them
  • Draft wills appropriate to the client’s needs
  • Identify situations where a trust is useful and select the most suitable type

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.

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