THE INSTITUTE FOR WILLS AND ESTATE EDUCATION

 Drafting Multiple Wills

This program has been accredited by the Law Society for 1.0 Professionalism Hour
This program is eligible for 2.0 Substantive Hours
This program has been accredited by the Law Society for 3.0 New Member CPD Hour(s)
 
 
 
1.                The advantages of having Multiple Wills  (15 mins)

Ø      Minimizing Estate Administration Tax;

Ø      Reducing delays for foreign probate.

2.                The authority for the use of Multiple Wills  (15 mins)

Ø      Re Granovsky Estate

Ø      The Effect of the New Estate Administration Tax Regulations

3.                When to recommend Multiple Wills to your clients  (20 mins)

Ø      Recognizing when Multiple Wills should be recommended;

Ø      How to explain the need for Multiple Wills to clients;

Ø      How to know how many Wills are required.

4.                Important Provisions for Effective Multiple Wills (1 hour)

Ø      Revocation;

Ø      Definitions;

Ø      Legacies;

Ø      Spill-overs;

Ø      Debts;

Ø      Tertiary Wills.

5.                New uses for Multiple Wills- jointly held property  (15 mins)

Ø      Why Multiple Wills are necessary for jointly held property

6.                Avoiding potential liability with Multiple Wills  (20 mins)

Ø      Recognizing trouble spots;

Ø      Double legacies;

Ø      Different beneficiaries or executors.

7.                  Reporting to clients on Multiple Wills (20 mins)

Ø      How Multiple Wills may not save tax;

Ø      Codicils to Multiple Wills;

Ø      Confirmation of Instructions re: single Wills

8.                  Questions and Answer Period (15 mins)

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