Private client issues for older clients. 19 September 2023
STEP West of England and the Devon & Cornwall SFE Regional Group are delighted to welcome Professor Lesley King.
Older clients present varying issues but this session will look at some recurring themes including:
- Assessing testamentary capacity
- Knowledge and approval and undue influence
- IHT planning
- Lifetime gifts
- Using trusts
- Statutory wills and gifts on behalf of those lacking capacity
Prior booking is essential; please reserve your place online via the SFE website. Guests are very welcome, non-member fees are payable. The deadline for booking is 12 September 2023.