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Wills, probate and administration

Probate – e-material

The author looks at the issues raised by drafting wills in a digital age, and the challenges for administrators who are left to discover what the deceased owned (and owed) if they left no accessible records.

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Wills – dependency claims

In this case, T was estranged from his three daughters and left his entire £265,000 estate to a friend who was in financial difficulties. He left a letter explaining his reasons for excluding his daughters from his will. However, one them (D) made a claim under the Inheritance (Provision for Family and Dependants) Act 1975 for reasonable provision of £59,000.

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Trustees – money laundering

Private client practitioners need to understand the implications of the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017. The regulations came into force in June 2017 and will have an impact on trustees and advisers.

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Wills – mutual wills

At issue in a recent case was whether or not mutual wills had been created, and when a constructive trust may then have arisen.

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Wills – beneficiaries; ‘grandchildren’

A will made in 1946 discriminated against the rights of adopted grandchildren under Article 14 ECHR in conjunction with Article 8. The adopted grandchildren were, therefore, entitled to benefit under the terms of the will trust.

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Court of Protection – advance decisions

An advance decision is an important tool and should be discussed with as much regularity as wills and LPAs for anyone involved in estate planning. The author of this useful article questions whether the heartache surrounding a recent CoP case would have been avoided had the patient completed an advance decision using the mechanism available under ss24-26 MCA.

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Procedure – COP rules

Amendments to the Court of Protection Rules 2007 are now in force. Rules 5 and 6 of the Court of Protection (Amendment) Rules 2017 allow for the CoP to make civil restraint orders. Rule 5 now defines a ‘civil restraint order’ as:

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Procedure – gifts of assets

Law Society guidance on Making gifts of assets has been issued. The Law Society highlights the issue in circumstances where clients may ask practitioners for advice about transferring property or investments to their next of kin, family members or friends, before their death, as a means of planning for their future care. The Law Society warns that a solicitor could be implicated if found to have aided a client’s deliberate deprivation of assets.

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Court of Protection – health and social care services

What is the role of the CoP where there is a dispute between providers or funders of health or social care services for someone lacking capacity to make decisions for themselves and family members about what should be provided for them?

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Wills – dependency claim

The Court of Appeal’s order in the high-profile case of Ilott gave little weight to the testator’s very clear wishes and the long period of estrangement between her and her daughter, the claimant in the case.

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Most-read articles

Trustees – duty to beneficiaries
Wednesday, 11 July 2018
Trustees cannot simply ignore beneficiaries’ request for information about a trust, the High Court has held. In this case, the trust property was a farm outside Cardiff. Read more...
Conveyancing searches – disbursements?
Wednesday, 11 July 2018
Should electronic property searches be treated as disbursements for VAT purposes? Alternatively, are they part of the legal service provided, and so subject to VAT? Read more...
Professional – update
Wednesday, 11 July 2018
From December 2018 there will be new rules requiring firms to publish prices for conveyancing, probate, motoring offences and immigration, as well as the price for bringing ET claims.  Read more...
Service mistake – discretion?
Wednesday, 11 July 2018
To what extent do you have a duty to point out the other side’s procedural errors (as part of your obligation to comply with the ‘overriding objective’)? Read more...
Exiting the Portal – reasonable
Wednesday, 11 July 2018
Insurers should be very careful about making allegations (for instance, at Stage 2 of the EL/PL Protocol), especially if they could be interpreted as allegations of ‘dishonesty’. Read more...
Airbnb – breach of lease
Wednesday, 11 July 2018
It now seems clear that an Airbnb short let will be in breach of a typical long lease. Read more...
GDPR – data rooms
Wednesday, 11 July 2018
If L is planning to sell a property subject to leases, then almost certainly a data room will be set up containing all relevant documents. Read more...
Rights of way – public
Wednesday, 11 July 2018
There are four categories of public rights of way: Read more...
Financial remedies – company assets
Wednesday, 11 July 2018
A recent ruling illustrates when a court can treat a company-owned asset as as a matrimonial asset. Read more...
GDPR – references
Wednesday, 11 July 2018
GDPR impacts on the giving of references: Read more...

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