What if a Client Wants to Leave Me a Gift in Their Will

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Course Overview

A client wishing to leave a gift to their solicitor or their solicitor’s family is not an uncommon situation, but it can pose a minefield which can catch out the unwary. A cautious approach is needed and safeguards should be implemented in order to protect you and your firm from allegations of improper influence.

During this recorded webinar experienced lecturer Safda Mahmood will consider the law and the professional conduct duties owed by a solicitor in such circumstances.

What are the requirements?

  • Watch 20 minute recorded webinar, including reference notes, discussion questions and optional evaluation form to test your legal knowledge
  • This course provides 0.5 – 1 CPD point (depending on length of time spent considering the discussion questions and completing the evaluation form)

Learning Outcomes

  • On completion of this course you will:

    • Be aware of the pitfalls that solicitors can face when their client wishes to leave them gifts in their wills and how to avoid them
    • Be familiar with Law Society guidance in respect of this area of private client practice
    • Understand your professional conduct duties
    • Know how to avoid allegations of improper influence when accepting gifts from clients 

What is the target audience?

  • Practitioners

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About Instructor - Safda Mahmood

Safda is a senior solicitor, with a public authority, having had practiced in both Private Practice and Local Government. Safda is on the Law Society Children Panel and specialises in Children Law and Adoption. He delivers training across the country and writes regularly for various journals including Family Law Journal, Legal Executives Journal and Law Society Bulletin.

Course Curriculum

recorded webinars

  • Webinar
    00:21:46

Documentation

  • Notes
    1 Page
  • Evaluation
    1 Page

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