CPD
14. Drafing Wills for Elderly & Vulnerable Clients Sponsored by HFS Milbourne
Speaker - Gill Steel
- Course Ref:
- DW/14/9.6.10
- Date:
- Wednesday 9th June 2010
- Time:
- 2.00pm - 5.15pm Registration 1.30pm with tea and coffee
- Venue:
- Denbies Suite, First Floor. Denbies Wine Estate, Dorking View on Google Maps
- CPD:
- 3 hours
- Cost:
- £111.63 inc 17.5%VAT (SLS Members) £223.25 inc 17.5%VAT (Non-Members)
Course outline
Aim: To assist practitioners in focusing the general principles of Wills drafting on the needs and requirements of an elderly and vulnerable client base with reference to a case study.Outcome: Participants will be confident and expert in their drafting of Wills for their elderly and vulnerable clients.
Agenda:
- The challenge of testamentary capacity & knowledge and approval – round-up of recent cases
- The challenge of the ‘golden rule’ – the practicality of involving appropriate medical assistance
- The challenge of undue influence – taking care over who is actually providing the instructions
- The challenge of ‘acting promptly’ – risk management
- The challenge of being paid an appropriate fee – the difficulty of compliance with our professional rules
- Use of a case study example to help illustrate the above
To book this course online please follow the instructions given at the bottom of this page. If you would like to download a booking form please click here.
About the speaker(s)
Gill Steel is a solicitor and a member of The Law Society’s Wills & Equity Committee. She is a STEP member and on the STEP UK Probate & Estates Committee. Her other qualifications include ATT and she has an MBA in Legal Practice Management. She is the author of the ‘Trust Practitioner’s Handbook’ published by Law Society Publishing.
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