Wills & succession conference – Devon

Date: 16 November 2022
Starts: 1:25 pm
Ends: 4:45 pm
Venue: Dartington Hall
Location: Totnes, TQ9 6EL
Cost: £40 + VAT (£48)
CPD points: 2.5 hours

Book now

Who should attend?

St John’s Wills & Trusts team, Wolferstans and sponsors, Charles Stanley invite you to join us for a half-day conference, which will offer a practical guide to dealing with wills and succession matters.

Topics include:

  • Clinical assessment of testamentary capacity: Processes and pitfalls
    Dr Tracey Ryan-Morgan, Consultant Clinical Neuropsychologist & Clinical Director, Talis Consulting Limited
  • Will drafting, statutory wills and 1975 Act claims: Top tips and tales from the coal face
    Samantha Buckthought, Panel Deputy and Partner & Julian Burrows, Contentious Probate Associate Solicitor
  • The importance of will registration and will search – The National Will Register
    Astrid Bowser, Product Manager, The National Will Register at Advanced
  • Interactive session by Alex Troup, Charlie Newington-Bridges, Georgina Thompson and Annie Sampson, St John’s Chambers
    – Avoiding contentious probate and 1975 Act claims
    – Dealing with such claims when they do arise
    – Larke v Nugus requests and the updated Law Society Guidance
    – Parties and conflicts of interestsei
  • Investing in a complex world
    Robert Clarke, Senior Investment Manager and Glenn Baker, Business Development Director, Charles Stanley

Drinks and canapes will be served following the seminar – we hope you can join us!

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