Speaker: Professor Lesley King
Intermediate/Update Level – Competence – B – Technical Legal Practice
This session will provide a review of current issues in Private Client Practice. The session will focus on good practice and avoiding pitfalls. The content will depend to some extent on developments in the next few months but is likely to include:
- The new rules on excepted estates and changes to probate practice
- The latest on the Trust Register
- The significance of the Goodrich decision
- Recent decisions on errors when making wills and the lessons to be learned
- Recent decisions on errors in relations to trusts and the lessons that can be learned
Objectives
After completing the session delegates will be:
- aware of recent developments in the private client area
- able to amend office practices appropriately.
Speakers Details
Professor Lesley King is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists. She is Professional Development Consultant at the University of Law.
She is co-author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.
She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia.
She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.
