Tips on Drafting Wills for Cohabitants
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.
