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Simon Gore Consulting Ltd

8 Upper Street, Oakley, Diss, IP21 4AX


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Registration Hotline 01379 740619

Trusted since 2002 to deliver affordable, timely and reliable legal training

Negligence in will drafting

Webinar - 23rd September, live at 3pm


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There are several occasions throughout a will draftsman’s retainer where the draftsman might query how far he or she has to go to fulfil his or her duty to the client and the client’s intended beneficiaries.

 

Questions that frequently arise are:

 

Can I be sued for not getting enough information on why a client does not want to leave property to a spouse or child?

 

Is it sufficient that I believe the client has testamentary capacity from my discussions with the client?

 

How persuasive will a Letter of Wishes be with an eye to defending a claim for undue influence in the future?

 

Does the Golden Rule have any relevance these days to the pursuit of a professional negligence claim against a will draftsman?

 

Presented by contentious probate specialists, Sebastian Kokelaar, barrister at Three Stone and Lucinda Brown, Partner and Head of Will and Trusts Disputes at BDB Pitmans and Professor Rob Howard. as they highlight key areas of the will-making process that pose many traps, and what decided cases tell us about how to overcome them.

 

Pricing options

£20 per single licence (designed for individuals or sole practitioners)


£50 per company licence (designed for the whole team and live links can be shared between multiple offices)


3.5% is added to cover card processing fees.


Technical

CPD - 1 hour (SRA A2)

For more information on CPD, visit the SRA's webinar on https://www.sra.org.uk/solicitors/resources/cpd/competence-statement/


Live feed using Zoom with Power Point and Audio only.

Recording format - mp4 with MS Power Point Slides.

Download files are availble to view for 12 months. You can also download files to your computer with no restrictions to upload to your device.


Live broadcasts

Presentation materials and a live login link will be emailed prior to the webinar. Questions are either submitted by email or via the webinar interface via a chat box.

Other ways to register

Call us on 01379 740619

Email simon.gore@sgcl.co.uk


Presented by


Lucinda Brown

Partner & Head of Wills and Trusts Disputes

BDB Pitmans


Sebastian Kokelaar,

Barrister at Three Stone Buildings


Profession Rob Howard

Professor of Old Age Psychiatry,

UCL Division of Psychiatry


Options