Varying the Disposition of Estates and Dismantling Unwanted Discretionary Trusts
Contents
Post-death variations are the bread and butter of private client practice but they can present a number of pitfalls. This webinar will consider how to avoid them.
It will also look at how to dismantle unwanted discretionary trusts, something that we are doing much more since the introduction of thetransferable nil rate band.
Learning objectives
After watching this webinar you will be able to
- Select the appropriate method to vary a disposition
- Advise on the limitations of reading back
- Draft variations correctly
- Avoid common pitfalls with post-death variations
- Draft s144 appointments correctly
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.
