Legal Training and CPD Courses for Lawyers
 Remember Me

Login Forgotten password?

Course Certificate in Probate and Administration of Estates

Overview


This is a structured two day course designed for those practitioners wishing to gain a good practical grounding in this field. It is suitable for trainees and newly qualified solicitors who have had little or no grounding at the academic stage, for those returning after a career break and those wishing to change specialisms. It covers all aspects post-death through to finalisation of the estate.

  • Good overview of steps in an administration
  • Personal Representatives: - different types, their duties and authority and options available
  • The initial interview: Who is my client? What is my general duty to my client?
  • Taking instructions: information required, immediate practicalities to address
  • Setting up the file; Initial letters; organising and managing the file
  • Obtaining information about the estate and ascertaining beneficial entitlement
  • Property passing outside the Will or intestacy - "jointly owned property"
  • Is there a "Will?" Is it the last Will? Are the clauses valid? Is it admissible to probate?
  • Entitlement on intestacy
  • Preparing the papers to lead to the grant: Responsibilities of Personal Representatives; Form IHT 400, calculation and payment of IHT, and raising funds to meet IHT liability
  • Completion of Oath for common form Grants: Probate, Letters of Administration with the Will annexed and Letters of Administration
  • Other evidence: affidavits of due execution, plight and condition and identity
  • Administering the estate: collecting in assets, paying debts and legacies, settling deceased's tax liability to date of death
  • Tax during the administration of estate: PRs liability, payments to beneficiaries during the administration and disposals during administration
  • Finalising IHT, corrective accounts and obtaining Clearance Certificate
  • Finalising the administration: Estate and Distribution Accounts, Transfer to beneficiary entitled
  • Inheritance (Provision for Family and Dependants) Act claims
  • Post mortem tax planning - variations and disclaimers, examples of uses, traps for the unwary and the duty to advise (Cancer Research v Ernest Brown)

Show all

Details


Type
Course
Level
Foundation
CPD
12 hours
SRA

Fees


£420.00
Package Price
Click here for details

£960.00
Non Member

(Excluding VAT)

Speakers


Anthony MillerDetails

Testimonial


Anthony was a great speaker. I understood everything he said. His examples were very useful and easy to follow. He was extremely well prepared. He had plenty of time to explain everything and would often link things to the case study which made it easier to understand. Excellent speaker!

Ffion Lloyd - Llewellyn-Jones

Brochure


Download

Book

2 Day Course
Tue 27 Feb 2018
Wed 28 Feb 2018
Book
09:30 | London
Anthony Miller

2 Day Course
Tue 12 Jun 2018
Wed 13 Jun 2018
Book
09:30 | Sheffield
Anthony Miller

Buy documentation from £100.00


Documentation Purchase course documentation »

Related items


Sponsored by


About membership

CLT membership provides excellent service, great value for money and above all, quality events saving up to 50% of your training costs.

Keep in touch

Follow us on

Linkedin twitter

Help & Support

For help, support and bookings call:
+44 (0)121 362 7705 or visit our support section for FAQs, venue maps and brochures.