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Member Talks: Distribution of the Estate – Part 2: Practical Considerations

2024-09-16T15:22:00

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Understand the practical considerations for post-grant matters when dealing with estate distribution. Explore how the practitioner can help progress the matter.

Our speakers explore:

  • how the practitioner can help progress the matter whilst waiting for the grant
  • how to prevent over distributions or receiving claims
  • case scenarios and anecdotes
  • how to deal with an insolvent estate
  • what happens if the beneficiary has lost capacity

They also touch upon key cross-referral opportunities.

 

Our speakers: 

  • Chris Claxton Shirley, senior associate in the private client team at Tees and Private Client Solicitors Section advisory committee member
  • Roman Kubiak, partner and head of the private wealth disputes team at Hugh James
  • Samantha Roberts, partner at Hugh James

This video was recorded on 16 September 2024

To view the full recordings of all four videos in this series, log in or become a Section member today.

 

 

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