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This seminar will focus on some of the key considerations that lawyers should have in the forefront of their minds when advising elderly and vulnerable clients on their estate planning with a particular focus on wills and trusts. In particular, the presenters will consider practical issues and updates often needed to estate planning as well as issues concerning capacity, the potential for undue influence and how to mitigate against external factors when advising more vulnerable clients on their estate planning.
Presenters: Sally Morris and Bethan Read
|Live Web Stream