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Probate Practitioner’s Handbook 9th ed

Edited by: Lesley King

ISBN13: 9781784461669
Previous Edition ISBN: 9781784460990
Published: February 2021
Publisher: Law Society Publishing
Country of Publication: UK
Format: Paperback
Price: £80.00 - Unavailable at Publisher




Also available as
eBook (ePub)
9781784461874
unavailable at publisher
£80.00

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 ninth edition has been comprehensively updated by leading experts to take account of:

  • money-laundering issues including the requirements of the 5th EU Anti-Money Laundering Directives and the updated LSAG guidance
  • the SRA Accounts Rules 2019
  • changes resulting from the new SRA Standards and Regulations
  • new SRA guidance relevant to practitioners
  • updates to relevant practice notes including disputed wills and handling complaints
  • Inheritance and Capital Gains Tax developments
  • implications of the UK leaving the European Union
  • the introduction of the SRA Transparency Rules, and
  • implications for practitioners arising from the Covid pandemic
  • the different ways in which foreign elements may affect the English probate practitioner

An essential new chapter explains how data protection law applies in the context of the administration of estates.

Features such as checklists, precedents, case commentaries and examples enhance the book’s usefulness.

Subjects:
Wills and Probate
Contents:
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. Data protection law in the context of the administration of estates
8. SRA Accounts Rules 2019
Part 2: Probate, Wills and the Law
9. The Law on Wills and Succession: A Review
10. Revocation and revival of wills
11. Interpretation and Rectification of Wills
12. Time for Probate
13. Appointing Gwuardians of Children
14. Probate and Benefits
15. Claims Under the Inheritance (Provision for Family and Dependants) Act 1975
16. Contentious Probate
Part 3: Practical Probate
17. Inheritance Tax
18. Varying the Disposition of an Estate
19. Probate Problems
20. Digital Assets
21. Dealing with Foreign Assets and Estates
22. Accounting and distributing
23. Probate practice checklists
Appendices