Claims Against Estates (Paper)

Materials comprised of a Paper and PowerPoint Handout. 

Presenters

Carmel Walsh, Barrister, Bankside Chambers 

Stephanie Irons, Senior Associate, Davenports Law

Synopsis

This paper explores the complexities of "Claims Against Estates". Presented by two experts in this area, this paper will delve into critical areas such as the Family Protection Act 1955, and the Property (Relationships) Act 1976, along with recent case law developments. 

You’ll learn effective strategies for mitigating claims through proactive pre-death planning and explore the complexities of estate issues in blended families.

These Materials will help you:

• Consider the claims which could be made by family members against the Estate under the Family Protection Act 1955, Property (Relationships) Act 1976, and Family Proceedings Act 1980 (maintenance).
• Learn effective strategies for pre-death planning to mitigate risks of claims against the estate and ensure comprehensive protection for clients. 
• Understand the challenges of planning for blended families and the tensions that arise in blended families in pre and post death arrangements and plan for equitable distribution and conflict reduction.
• Understand the role and implications of pre death arrangements such as Enduring Powers of Attorney and Property (Relationships) Act 1976 agreements on estates.
• Learn about effective mechanisms to resolve estate disputes through Deeds of Family Arrangement.

Intended Audience

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