Potential Areas for Fraud in Wills

  • 0 ratings, 67 users enrolled

Course Overview

Despite the fact that the vast majority of wills are dealt with in an honest manner, human error and genuine mistakes are unavoidable, as is the threat of fraud in such matters.

For this reason it is essential that private client practitioners remain vigilant and are able to recognise, and act upon any suspicion of fraud which they come across in day to day practice.

In addition to providing viewers with advice regarding the warning signs of fraud and the safeguards available, this course will also refresh experienced practitioner’s knowledge of the law of wills and will also serve as a useful introduction for those new to this area of law.

What are the requirements?

Learning Outcomes

  • On completion of this course you will:

    • Be familiar with the law of Wills
    • Understand the difference between statutory and privileged Wills
    • Have considered the issues surrounding revocation
    • Be able to identify potential areas for fraud in Wills
    • Be able to recognise the warning signs of fraud including third part involvement, undue influence and the need for an interpreter
    • Be aware of the problems that can arise in the execution of the Will
    • Have considered the post-execution irregularities which can occur
    • Be able to introduce appropriate safeguarding measures into your practice

     

     

     

What is the target audience?

  • Private client practitioners

Keywords

Collections

About Instructor - Sue Ioannou

Sue is the owner and managing director of A.R.T. Training and Consultancy Services Ltd which specialises in identifying, developing and delivering training solutions for corporate and personal clients. This includes drafting Wills, trusts, powers of attorney and advising clients on all aspects of estate planning including taxation advice- Inheritance Tax, Capital Gains and Income Tax- personal and trust taxation.

Having been manager of the London Probate Office for 10 years (1992-2002) and Training Manager for the Probate Service for a further 5 years (2002-2007) Sue has an extensive knowledge of Probate Practice and Procedures. 

Sue is a member of the Society of Trust and Estate Practitioners, a training officer for the Institute of Professional Willwriters and a member of the Chartered Management Institute. In addition, Sue has also produced the following publications on behalf of the IPW ‘A Basic Guide to Will Writing’ and ‘A Basic Guide to Enduring and Lasting Powers of Attorney’. 

Course Curriculum

recorded webinars

  • Webinar
    00:58:11

Documentation

  • Notes
    19 Page
  • Slides
    19 Page

reviews

  • No reviews found