Probate Practitioner's Handbook, 9th Edition - Wills / Probate / Trusts - Law

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Probate Practitioner's Handbook, 9th Edition

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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 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.
1. Law Society Wills and Inheritance Protocol
2. Taking instructions
3. Client Care
4. Costs
5. Complaints
6. Financial Services and Money Laundering
7. SRA Accounts Rules 2011
8. Law on wills and succession
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
16. Inheritance tax
17. Varying the disposition of the estate
18. Probate problems
19. Accounting and distributing
20. Probate practice checklists
Professor Lesley King is professional development consultant of the University of Law and the wills and probate columnist for the Law Society's Gazette. She writes and lectures extensively on wills, taxation and related matters.

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