Recorded Webinar: Estate Planning, Client Knowledge and Understanding a Solicitor's Liability

What are your obligations as a solicitor in getting the balance right between ensuring the client understands, that you are satisfied they know what they are signing, and that you are covering yourself? This session looks at:

• Estate planning techniques and tools for solicitors when dealing with tricky situations – videos and audio recording
• Good advice and good service – what does this look like?
• Elderly and complicated estate planning – capacity
• Elder abuse and elder estate administration - what is the solicitor’s obligation?
• Dealing with urgent instructions - what steps do you need to take?
• Questions of testamentary capacity - What are the implications for lawyers?
• Reasonable counselling – what does it involve?
• When do you get a medical opinion? Using common sense
• Recent cases: Ryan v Doulton