All Private Client Solicitors articles – Page 28
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AnalysisPayne in the probate: witness signatures and unauthorised withdrawals
This month Roman Kubiak looks at an appeal where a will was upheld despite lacking witness signatures and a case where an attorney has been ordered to account for unauthorised payments from their father’s estate.
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FAQLibrary FAQ: How to find precedents for contentious probate
The Law Society Library provides guidance on contentious probate (Larke v Nugus) and where precedents and guidance can be found.
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NewsJohn Howard: an apology
In the May 2018 edition (issue 133) of PS, the Law Society published an article entitled ‘State of mind’ by Elizabeth Barclay, a solicitor at Howard Kennedy LLP.
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FeatureCross-reference
Kate Mahon rounds up the talking points from this year’s Private Client Section cross-border conference, held in March at the Law Society
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OpinionDon't bank on it
Fiona Heald wonders whether the unstoppable rise of internet and mobile banking is leading to a generation ignorant of the basics of banking, and leaving many older people behind
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FeatureA sympathetic ear
The services of private client solicitors are often called on at stressful and strained times in people’s lives, which can involve loss and pain. But what if clients come to you with thoughts of ending their own lives? Lesley Woolf and Sheree Green explain what you can do
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FeatureHandling the situation
There are increasing reports from legal professionals that GPs are either reluctant or declining to conduct mental capacity assessments. Dr Julian Sheather and Dr Peter Holden provide a GP’s perspective
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FeatureIn whom we trust
Clare van Overdijk examines new guidance from the Court of Protection on the appointment of trust corporations as property and affairs deputies
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FeatureBack to basics: Working with farming accountants
Julie Butler and Fred Butler offer advice on the farm ownership structure and providing for strong succession planning.
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FeatureTrans facts
Despite greater awareness and public understanding of gender identity, many transgender people still face discrimination. Alison Craggs and Debra Gers examine the key legal rights of transgender people – from management of wills and inheritance rights to equality in the workplace
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FeatureTake my advice
Huge changes are afoot in the financial advice industry; it is becoming more difficult to keep up with regulatory change and identify the right advice firm for your client. Stephen Kavanagh lists the issues you should consider to ensure you make the best choices
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FeatureArtistic legacy
The estates of artists, writers and other creative people throw up many issues, from the division of rights to preserving their reputation after death. Helen Citron and Robert Craig describe how the will-drafter can play a crucial role in ensuring things go smoothly
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FeatureUnder review
Private Client Section committee chair Fiona Heald reviews a new title on the financial abuse of the elderly
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FeatureMy legal life
As part of our series of interviews with private client solicitors, David Jones of Hugh Jones Solicitors discusses his pro bono work and his theory on why fewer young people are attracted to a private client career
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AnalysisBe reasonable: estate admin fees and financial provision for cohabitants
This month, Roman Kubiak looks at a case where beneficiaries of an estate challenged the reasonableness of fees incurred by executors in instructing two different firms, and a recent claim by an elderly cohabitee for reasonable financial provision who was awarded an outright transfer of property and capital lump sum.
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FeatureSafe from harm
Law firms are an increasingly attractive target for cybercriminals – and private client solicitors, who often hold data on high-net-worth clients, are obvious prey. Robert Rutherford explains how you can stay safe, and remain one step ahead of the scammers
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FeatureNotifiable arrangements under DOTAS
Lesley King discusses the conditions which need to be met for notifiable arrangements.
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EventWebinar: Drafting wills to cover assets in overseas jurisdictions (OnDemand)
Whether you want to be able to draft a single will to cover your clients’ worldwide assets or whether you need to draft more than one will to cover your clients’ assets in the UK or abroad, this webinar will help you to understand the inherent dangers and opportunities.