Entitlements of spouse and issue under intestacy

Aims

To describe the entitlements of spouse and issue under the intestacy rules and explain their limitations to help practitioners use the information to improve the situation.

Outcome

Participants will be able to:

• Recall the entitlements of spouse and issue under intestacy
• Identify how improvements could be made

Agenda

• The entitlement of the spouse under the intestacy rules
• The entitlement of issue under the intestacy rules
• Shortcomings
• Variations
  • Where adult and competent beneficiaries
  • Where minor beneficiaries
  • Where incompetent beneficiaries