Wills, Probate, Estates, and Tax Masterclass

Course details

A practical series of lectures and workshops, from leading experts, to update and develop practitioners’ knowledge in the field of Wills, Probate & Estates.

Aim and Objectives

A practical series of lectures and workshops, from leading experts, to update and develop practitioners’ knowledge in the field of Wills, Probate & Estates.

Topics and Issues Covered

Module 1:

• Update and review of will drafting, probate and administration
• Dealing with advising the LPR on capacity and other issues
• Non-contentious and contentious applications to the Probate Officer and the Courts
• Administering trusts on death either by will or otherwise

Module 2:

• Update on CAT and Estate Planning and Administration of Estates
• Taxation of estates dealing with CAT and other taxes arising including Discretionary Trust Tax and taxation issues (CAT and CGT) on the break up / dissolution of Trusts
• Wrap up lecture and workshop incorporating all issues arising in Modules 1 and 2