Ownership on Relationship Breakdown or Death Who Gets What

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Course Overview

In order to determine who will inherit a property once the owner has died, it is crucial that practitioners are familiar with the different types of property ownership such as sole, joint tenants and tenants in common, as this will result in different beneficiaries after death.

This comprehensive course, delivered by experienced private client practitioner John Thurston, will consider ‘who gets what’ on relationship breakdown and will provide viewers practical guidance on how to handle this often problematic area of law with confidence.

Part 1 will consider the following topics:

  • Ownership of personal chattels/money
  • Equitable accounting
  • Severance of joint tenancies

Part 2 will consider the following topics

  • Transfer into the name of one party
  • Quantification of equitable interests
  • Estoppel
  • Other issues concerning houses

What are the requirements?

Learning Outcomes

  • On completion of this course you will:

    • Feel confident when advising clients regarding what will happen to a property on relationship breakdown or death
    • Appreciate the scope of lasting power of attorney in respect of gifts
    • Be familiar with the following legislation:
      • Inheritance and Trustee Powers Act 2014
      • Inheritance (Provision for Family and Dependants) Act 1975
    • Be aware of entitlement under the intestacy rules and the effect of relationship breakdown on entitlement under the intestacy rules
    • Have considered the essential elements when making a claim and understand how this process works in practice

What is the target audience?

Keywords

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About Instructor - John Thurston

John is particularly interested in the law relating to wills, trusts, taxation, powers of attorney and elderly clients.

John is the author of "A Practitioner's Guide to Powers of Attorney", "A Practitioner's Guide to Trusts", "A Practitioner's Guide to Inheritance Claims" , "A Practitioner's Guide to Executorship and Administration" and "Estate Planning for the Middle Income Client" all published by Bloomsbury Professional.

John is also a contributor to "Tolley's Administration of Trusts" and "Tolley's Administration of Estates" and also contributed a section to "Tax Efficient Will Drafting" published by LexisNexis Butterworths.

Course Curriculum

recorded webinars

  • part 1
    00:56:48
  • part 2
    01:06:20

Documentation

  • Notes Part 1
    43 Page
  • Notes Part 2
    50 Page

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