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Informa

28 September 2017
London

Post Death Claims: Probate, Trusts & Wills

The 1975 Act post Ilott v Mitson, making and defending post death claims

Why Should I Attend?

Comprehensive coverage
  • Will Instructions and Anticipating and Avoiding Inheritance (Provision for Family and Dependants) Act 1975 Claims
  • Disclosure and Dawson-Damer
  • Proprietary Estoppel: The Other Way of Unlocking Estates
3 Key Themes Covered in just 1 day:
  1. Your Rights to Choose Heirship
  2. How to Plan Effectively
  3. Protecting Assets and Testamentary Freedom


Focus Session

Testamentary Freedom in Different Countries: What Should I Know?

  • Dubai
  • France
  • Spain
    • Sonia Velasco, Partner, Cuatrecasas
    • Matthew Duncan, Partner, Kingsley Napley
    • Caroline Cohen, Solicitor, The French Law Practice

3 Themes in just 1 day:

Your Rights to Choose Heirship
  • Refresher on the 1975 Inheritance Act: Do I Know It All?
  • llott v Mitson Discussed: In What Circumstances and Could the CoA Have Been Right?
How to Plan Effectively
  • Will Trusts and the New IHT Exemption on Homes
  • Tax and Will Planning: How to Prevent this Post Death
  • Will Instructions & Anticipating and Avoiding 1975 Act claims: Non-Contentious vs Contentious Colleagues
Protecting Assets and Testamentary Freedom
  • Disclosure and Dawson-Damer: The Issues of Data Protection
  • Property Passing Outside the Will: Case Study on Proprietary Estoppel
  • Testamentary Freedom in Different Countries: What Should I Know?