Undue Influence – Recent Cases and Practical Tips

Contents

The aim of the video is to help practitioners spot undue influence and to take steps to avoid taking instructions from a client who is unable to give instructions free from the influence of others. Topics covered will include:

• Overview
• Lifetime transactions
• Testamentary position
• Practical tips
  • What to look for
  • What to record in attendance notes
  • What to do

Learning objectives

On completion of this video you should be able to:

• Be aware of the presumptions in law affecting this area of practice and what is required to rebut them
• Be able to distinguish between the application of undue influence upon lifetime transactions and testamentary dispositions
• Have considered the practical difficulties of how to spot undue influence and what actions to take

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.