Wills & succession conference - Devon

Who Should Attend?

St John’s Wills & Trusts team, Wolferstans and sponsors, Charles Stanley invite you to join us for a half-day conference, which will offer a practical guide to dealing with wills and succession matters.

Topics include:

• Clinical assessment of testamentary capacity: Processes and pitfalls
  Dr Tracey Ryan-Morgan, Consultant Clinical Neuropsychologist & Clinical Director, Talis Consulting Limited
• Will drafting, statutory wills and 1975 Act claims: Top tips and tales from the coal face
  Samantha Buckthought, Panel Deputy and Partner & Julian Burrows, Contentious Probate Associate Solicitor
• The importance of will registration and will search – The National Will Register
  Astrid Bowser, Product Manager, The National Will Register at Advanced
• Interactive session by Alex Troup, Charlie Newington-Bridges, Georgina Thompson and Annie Sampson, St John’s Chambers
  – Avoiding contentious probate and 1975 Act claims
  – Dealing with such claims when they do arise
  – Larke v Nugus requests and the updated Law Society Guidance
  – Parties and conflicts of interestsei
• Investing in a complex world
  Robert Clarke, Senior Investment Manager and Glenn Baker, Business Development Director, Charles Stanley

Drinks and canapes will be served following the seminar – we hope you can join us!