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Minimising Estate Disputes
This seminar will be a general discussion of Proprietary Estoppel claims and claims under the Inheritance (Provision for Family and Dependents Act) 1975 including strategies that can be taken to mitigate the risk of such claims being brought, and touching on relevant case law and examples from our own practice including a couple of worked examples.
When it comes to strategies for mitigating these claims we will cover:
- Whether to include limited provision for an anticipated claimant
- The inclusion of no contest clauses
- The usefulness of well drafted letters of wishes
- Properly documenting ownership of land and business interests
- The importance of clear and consistent communication and understanding the gravity of promises
This seminar will also address the investigations that should be made with the testator during the will writing process in relation to whether such claims may arise and the advice that you should be providing.
2023 Dates:
30th June, 9:30am-12:30pm – FULLY BOOKED
Tutors:
Tamsin Walker & Debra Burton, Shakespeare Martineau
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