Roundup of recent cases in wills and probate

Aim

To discuss the outcome of recent cases in wills and probate and their impact on a practitioner’s day-to-day work.

Outcome

Participants will be able to avoid traps in taking instructions and drafting wills and in undertaking estate administration.

Agenda 

• Wills
  • Testamentary capacity
  • Mutual wills
  • Validity of wills
  • Lack of knowledge and approval
  • Undue influence in making of will
  • Testator’s intention when making will
  • Testamentary freedom
• Probate
  • Applying for presumption of death certificate
  • Re-sealing – retrospective effect?
  • Can a beneficiary challenge a solicitor’s costs?
  • When is a will not revoked by a subsequent marriage?
  • How long after death can you challenge a will?
  • Inheritance (Provision for Family & Dependent) Act 1975 claims
  • Proprietary estoppel over farmland following father’s death
  • Provision of estate accounts