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Vol 25 No 2 Feb/March 2020

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Lewin on Trusts

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Probate Practitioner's Handbook 8th ed

Edited by: Lesley King

ISBN13: 9781784460990
Previous Edition ISBN: 9781784460143
Published: April 2018
Publisher: Law Society Publishing
Country of Publication: UK
Format: Paperback
Price: £74.95

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The Probate Practitioner's Handbook is a well-established and popular guide to good practice for solicitors' firms that undertake probate and estate administration work.

This new eighth edition has been comprehensively updated by leading experts to take account of developments such as:-

  • client care and costs including identifying your client when dealing with the administration of estates and avoiding conflicts of interests
  • the requirements of the 4th anti-money laundering directive and the new trusts register
  • Probate disputes and Inheritance Act claims including the implications of the Supreme Court decision in Ilott v The Blue Cross
  • Inheritance tax including the new Guardianship (Missing Persons) Act 2017 and the procedure for declarations of death under the Presumption of Death Act 2013
  • how to deal with mistakes.
New chapters have been written to cover:

  • The obligations of personal representatives in relation to digital assets
  • Foreign assets, domicile and residence issues.
Features such as checklists, precedents, case commentaries and examples enhance the book's usefulness to practitioners.

Wills and Probate
Part 1: Probate and the Professional Rules
1. Wills and inheritance protocol
2. Taking instructions
3. Client care
4. Non-contentious costs
5. Complaints
6. Financial services and money laundering
7. SRA Accounts Rules 2011

Part 2: Probate, Wills and the Law
8. The law on wills and succession: a review
9. Revocation and revival of wills
10. Interpretation and rectification of wills
11. Time for probate
12. Appointing guardians of children
13. Probate and benefits
14. Claims under the Inheritance (Provision for Family and Dependants) Act 1975
15. Contentious probate

Part 3: Practical Probate
16. Inheritance tax
17. Varying the disposition of an estate
18. Probate problems
19. Digital Assets
20. Dealing with foreign assets
21. Accounting and distributing
22. Probate practice checklists