Recorded Webinar: Will Drafting: Drafting with Ethics in Mind (Ethics)

As a practitioner there are occasions when the client provides unethical instructions. The client may also create an ethics dilemmas in the nature of dispositions proposed for wills. This session is designed to address ethical will making in all its dimensions, including:

• Ethical challenges in obtaining instructions on wills – dealing with pushy beneficiaries

• When client’s testamentary wishes appear improper or impractical – How to respond

• Responding to beneficiary fraud or misrepresentation when drafting

• Addressing the risk of challenge to a will when drafting – what to advise client

• When choosing an executor – extent of practitioner obligation

• Obtaining instructions from elderly clients – ethical issues in determining capacity

• When should you include explanatory statements in wills?

• Case study - Should solicitors act as executors? The ethical challenges of wearing ‘two hats’