"Duty of care in relation to Wills, Probate and Trusts following FA 2006"
Speaker: Gill Steel
Date: January 16th 2007
Time: 6-7pm (1 CPD hour)
Level: intermediate/updating
Watch a short demo
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Lecture Description
AIMS
*To consider with practitioners the possible duties of care falling on the profession with regard to old Wills, Probate cases and on-going trust administration following FA 2006
OUTCOMES
* Practitioners will appreciate the complexities when deciding upon their firm's policy
AGENDA:- What duty rests on a firm to acquaint clients of significant law change affecting a client's Will?
- Terms of retainer
- Business opportunity or business risk?
- Failure to advise about changes which could be material in Probate
- On-going retainer for trusts in administration means each trust case will need review
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Gill Steel
Gill Steel is a Director of LawSkills Ltd., a consultancy and training-provider to professional service firms providing help and advice on strategic planning, business focused training, IT training, client care, people issues and skills development.
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Suitable for
*Solicitors & Legal Executives
*Barristers (New Practitioners/Established Practitioners Programme - other CPD activity courses)
*Accountants (if members of the ICAEW consider that any of our courses qualify as structured CPE within the Institute's guidelines they may count the number of hours X 3 towards meeting their CPE point requirements.) |  |
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PACKS AVAILABLE INCLUDE:
A. CD RECORDING PACK
Watch the lecture on your computer No additional software or installation required.Unlimited viewing (NOT time locked)Lifetime guarantee
Price: £63.60
B. DVD RECORDING PACK
Watch the lecture on your TV(Also compatible to watch on a Macintosh computer)Unlimited viewing (NOT time locked)Lifetime guarantee
Price: £63.60
All packs include notes & slides.
**FREE POSTING**
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BOOKING INFORMATION
HOW TO BOOK
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TELEPHONE: You can also book by telephone by calling us on 0870 777 6269
BOOKING FORM
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Click here for our booking form.
PAYMENT
Cheques should be made payable to "CPD4Lawyers" (No VAT payable) and sent to:
3-5 King St, Brighouse, West Yorkshire, HD6 1NX
DX: 25356 BRIGHOUSE
Telephone: 01484 710571 Fax: 01484 400561 |  |
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