This free event will feature engaging presentations from our expert team, providing valuable insights into contentious probate matters. The day will include lunch along with networking drinks to bring the day to a close.
Why Attend:
Don’t miss this opportunity to gather practical strategies to enhance your practice.
10:30 AM – Registration
10:50 AM – Welcome
Gavin McLeod
Navigating the Tax Maze: Key Considerations for Contentious Practitioners
John Aldis
John will discuss critical tax implications in contentious probate matters, spotlighting common tax pitfalls and offering strategies for practitioners to navigate estate disputes effectively.
Mind Over Matter: Understanding Testamentary Capacity
Eloise Marriott & Amanprit Kaur
Eloise and Amanprit will explore evolving issues in testamentary capacity, focusing on recent case law. They will provide practical guidance for addressing capacity challenges.
Joint Accounts and Ownership Disputes: Declarations, Presumptions, and Tenancies
Gavin McLeod & Charles Towl
Gavin and Charles will break down the complexities of joint bank account ownership, focusing on principles of equitable ownership and challenging common assumptions.
12:30 – 1.15 PM – Lunch Break
Fictional Philanthropy: Navigating Charitable Gifts to Non-Existent Entities
Raghav Trivedi
Raghav will delve into charitable bequests where the beneficiary charity never existed, exploring the principles of general charitable intent and guidance on cy-près schemes for practitioners facing these rare challenges.
Constructive Trusts: Legal Developments and Key Cases
Christopher Buckingham
Christopher will highlight how recent decisions are shaping constructive trust disputes, focusing on the case of Nilsson v Cynberg.
The Limits of Persuasion: Understanding Undue Influence in Will-Making
Davinia Riley
Davinia will clarify the boundaries of undue influence in will-making, using the landmark case of Rea v Rea to explore the line between legitimate persuasion and coercion, equipping practitioners with tools for handling undue influence claims.
Q&A and Closing Remarks
3:00 PM – Drinks & Networking
Date: Tues 3 December 2024
Time: 10:30am – 3:00pm
Location: St Philips Chambers, 55 Temple Row, Birmingham B2 5LS
Cost: Free
This seminar is exclusively designed for professional clients. It is not open to members of the public, students, or individuals without relevant professional backgrounds.
REGISTRATIONS CLOSED
Written by Justin Luckman