Technical Pack: How To Prepare A Will For A Testator With Cross Border Connections

£60.00 + VAT

This is a substantial information pack produced by Gill Steel, Owner/Director, LawSkills Ltd
Premier trainer in Wills, Probate, Trusts, Tax & Elderly Client

SRA Competence A2 

79-Page PDF Document

Digest Member Price £50.00 (+ VAT)

The purpose of this Technical Learning Pack is to provide practitioners with information and tools which get them moving on a topic of relevance to daily practice.

It will be useful for all kinds of practitioners, including:

  • Beginners learning the ropes and needing some tools to get started
  • Individual users undertaking self-study either as research for a client matter or as part of their personal development
  • Team leaders who are keen to ensure their own internal manuals and practice workflow is up to date
  • Learning management system managers who need to update materials for use in their organisation.

It will help practitioners gain confidence in preparing a Will for testators with Cross Border connections and thereby significantly speed up the Will preparation.

Many more clients today present the Will drafter with the complexity of connections to multiple jurisdictions either because of their background history or the location of their assets in different parts of the world.

The purpose of this Technical Learning Pack is to inform you of how best to prepare for, and serve, clients with cross border connections who are seeking to organise and plan their succession with particular focus on the scope, application and practical effect of the Brussels IV Regulation on the drafting of Wills.

It will help you to:

  • Identify and explain to the client common succession problems which can arise when a client has cross border connections
  • Advise as to the practical steps a client can take to prevent or mitigate the risk of such problems occurring
  • Understand appropriate clauses and wording to assist with the drafting of Wills of clients who have a cross border connection
  • Understand the practical effect and use of the Brussels IV Regulation on the drafting of English Wills.