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

Validity of Wills - The Lord Templeman Case


Webinar - Recorded, 6th April

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Presented by

Alexander Learmonth, New Square Chambers

Lucy Gill, Partner, Foot Anstey


Lord Templeman was one of the great law lords of his generation, and died aged 94.  When he made his last will aged 88, shortly after his wife’s death he was already suffering from a degree of dementia.  His son challenged the validity of the will on grounds of capacity, arguing that he had no good reason for going against the wishes he and his late wife had agreed upon previously by leaving his house Mellowstone to his step-children, and relying on the fact that the solicitor who had taken instructions for the will had failed to follow the so-called ‘Golden rule’ of best practice laid down by Lord Templeman himself decades before.  The will was upheld by Mr Justice Fancourt after a six-day trial. 

 

Alexander Learmonth (New Square Chambers) and Lucy Gill (Foot Anstey), the legal team for the successful claimants, will be discussing and taking questions about all aspects of the case:


- The test for capacity and specifically the degree to which memory impairment will affect capacity;

- The Golden Rule; when it is necessary to know about one’s previous wills;

- The role of expert evidence;

- Whether one can ever get summary judgment in probate claims;

- Or anything else that you would like to ask.


About our presenters

Lucy Gill, Partner and Head of Legacies at Foot Anstey

Lucy is a Partner who leads the Legacies team and our Inheritance & Trust Disputes team.  Lucy acts for charities and private clients advising on a range of issues relating to disputes arising about estates.  


Lucy is also known for advising charity legacy teams about all aspects of legacy income including contentious trust and probate matters, legacy administration, charity law and probate.


Alexander Learmonth, New Square Chambers

Alexander Learmonth has become a major presence at the chancery bar, combining "fine drafting skills" (Chambers UK) with "smooth and persuasive" advocacy” (Legal 500), and is described by clients as “absolutely wonderful” and “as good as any silk” (Who’s Who Legal). In conference, clients find him "charming" and "affable" (Chambers UK Bar), and able to provide reassurance at an emotionally difficult time.


Alexander's principal area of practice is in succession. Described as "intellectually and technically remarkable" (Legal 500), he has appeared in some of the leading cases in his fields, at every level of court, including the first probate case to reach the Supreme Court, Marley v Rawlings.  He is editor of leading textbooks, Theobald on Wills and Williams, Mortimer & Sunnucks on Executors, Administrators and Probate,

Other ways to register

Call us on 01379 740619

Email simon.gore@sgcl.co.uk


Booking Options


Pricing options

£25 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 GoToMeeting 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.