Will Drafting Tips

Aim

To provide the will draftsman with a review of relevant tips to aid the preparation of wills in accordance with the testator’s instructions.

Outcome

Practitioners will be updated and aware of practical considerations.

Agenda

• Examining the key elements of successful drafting
• Specific areas of risk:
  • Ensuring validity
  • Avoiding abatement
  • Burden of IHT
  • Mirror v Mutual Wills
  • Class gifts
  • Survivorship clauses
  • Partial exemption
• A look at how the Courts approach construction and interpretation