InsightsWebinar | Video - Dispute Resolution, Wills and Probate - POSTED: June 18 2021
Understanding your clients’ legal needs: Contentious estates
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This 35-minute webinar provides valuable guidance on the most common types of claim which can arise in estate administration, how to spot them, and some top tips on how to deal with them if you are a professional Executor.
The webinar is delivered by contentious trusts and probate specialist, Deborah Cain.
Who should watch?
This webinar is tailored for:
- Accountants and independent financial advisers (IFAs) who act as professional Executors
- Accountants and IFAs who advise clients about estate planning and wish to understand more about the causes and nature of disputes which can arise after death
During the webinar, Deborah covers the following issues and illustrates them with relevant real-life case studies.
- Common complaints from claimant clients
- Invalid Wills
- Will validity claims – questions for professional Executors to consider
- Financial need – statutory claims for some of or more of the Estate -1975 Act claims
- Proprietary Estoppel Claims
- Interpretation and rectification of a Will
- Overlap professional negligence/ rectification
- Estate depletion and recovery of lifetime ‘gifts’ made by testator
- Removing Executors
View on-demand – how to watch
Play the video below to see the full recording of the webinar. Switch on subtitles within the video player to follow as you watch.
Disclaimer: The content of this webinar is for guidance purposes only and does not constitute legal advice. Information correct at time of recording (May 2021).
Deborah Cain | Partner, Brachers LLP
Deborah is a Partner at Brachers specialising in disputes and litigation concerning or connected to wills, trusts, the estates of deceased persons, and all other inheritance/ post death-related issues. She also deals with matters relating to the abuse of the elderly.
Deborah joined Brachers in April 2017 having worked previously in Sussex and London. She is a specialist in contentious trust and probate work and is a longstanding member of both the Association of Contested Trust and Probate Specialists (ACTAPS) and the Professional Negligence Lawyers Association (PNLA).
About Brachers’ Contentious Probate team
Contesting a Will, challenging probate or disputing an inheritance can be stressful and complex. Our team of specialist lawyers understands that starting legal action is often a last resort and handle matters with sensitivity.
We have many years’ experience advising and representing individuals in all manner of family issues arising from Will, probate, trust and inheritance disputes and always seek to resolve any dispute using the most practical and cost-effective methods.
We can also advise personal representatives (Executors or Administrators) and trustees on their role and duties in order to avoid potential disputes.
Also available in this webinar series
This webinar is part of a series, to watch further webinars visit the resources below:
- Understanding your clients’ legal needs: Supporting clients with dementia
- Understanding your clients’ legal needs: Wills
- Understanding your clients’ legal needs: Wealth protection on divorce
- Understanding your clients’ legal needs: Lasting Powers of Attorney
Can we help?
Take a look at our Dispute Resolution page for useful information, resources, guidance, details of our team and how we may be able to help you
Get in touch
Please fill out the below form or alternatively you can call us on 01622 690691