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Technical Pack: How To Re-Arrange The Distribution Of An Estate Post Death

£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

83-Page PDF Document

Digest Member Price £50.00 (+ VAT)

This pack examines the different ways in which the distribution of an estate can be altered in the two year period following death. It contains some useful precedents for straightforward situations in the Resources section. 

Content Overview

  • Introduction
    • Distribution of Estates
  • Disclaimers
    • What is a disclaimer?
    • Rules and Parameters
    • Why a Disclaimer might be used
    • Drafting points
  • Variations
    • What is a variation?
    • Rules and Parameters
    • Why a Variation might be used
    • Drafting points
  • Deeds of Appointment
    • Deeds of Appointment and section 144 ITHA 1984
  • Advising a client who is considering a Disclaimer or Variation
    • The Client
    • Factors for consideration
    • Personal representatives
    • Disclaimer
    • Variation
  • Advising the Personal Representatives
    • PRs and Beneficiaries
    • Rights and duties of PRs
  • Fixing errors and Rectification
    • Errors
    • Rectification
    • Unintended consequences
  • Resources
    • Deed of Disclaimer
    • Deed of Variation (Will)
    • Deed of Variation (Intestacy)
    • Deed of Variation (Beneficiary of Will who has died)
    • Deed of Variation (Widow(er) with enhanced Nil Rate Band)
    • Deed of Variation (severing joint property)
    • Deed of Appointment
  • Test Your Knowledge
    • Questions
    • Answer