Will Drafting for Blended Families (On Demand)


This On Demand webinar was recorded on 15 February 2024


While the Brady Bunch-type family used to be a rarity, today it’s much more commonplace. When it comes to drafting wills in this context, what issues can arise, what special considerations apply and what can go wrong? 

Presented by two experts in this area, this webinar will highlight the various issues of which will-drafters need to be aware, the considerations that apply and clauses to address them, and case law to reflect what has happened when things have gone wrong. A case study will be used to assist attendees. 

Who should watch? 

Anyone doing private client work, including general practitioners and legal executives.

Learning Outcomes

  • Become better apprised of the issues potentially at play, including the challenge of balancing competing interests.
  • Refresh your knowledge of the considerations that apply and the options available for addressing them, such as mirror wills, life interest conditions, licences to occupy, inheritance trusts, acknowledgements by the will-maker, deeds of family arrangement, use of life insurances to balance competing interests, and whether an independent executor is required.
  • Benefit from sample clauses and a checklist to accord with best practice.
  • Become updated on case law showing what can go wrong in these situations.
  • Deepen your understanding through the use of case studies.

Presenter Details

Henry Stokes, Group General Counsel & Company Secretariat, Perpetual Guardian
Theresa Donnelly, Legal Services Manager, Perpetual Guardian

Pricing Details

CPD Hours