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A 2nd (&3rd) Bite of the Cherry – Frequently Asked Questions About Deeds of Variation & Remedying ‘Mistakes’ in Trusts & Wills – 20 February 2020

A 2nd (&3rd) Bite of the Cherry – Frequently Asked Questions About Deeds of Variation & Remedying ‘Mistakes’ in Trusts & Wills – 20 February 2020

£120.00

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The first part of the seminar will provide an over-view of deeds of variation through the medium of ‘Frequently Asked Questions”.  Questions covered will include:

  • Reasons for executing a DOV (tax and non-tax);
  • The difference between variation and disclaimer;
  • Requirements of DOV,
  • Executing DOVs in a ‘double death’ scenario;
  • DOVs impacting upon minors and persons suffering from a disability;
  • The interplay between DOVs and appointments out within section 144 of IHTA 1984;
  • DOVs and the care fee deprivation of assets rule, and
  • What are the most common mistakes with DOVs?

After the break further consideration will be given to common ‘drafting’ errors in wills, trusts and DOVs and the remedies that may be available to address them.   Issues covered include:

  • The scope of the statutory jurisdiction to rectify wills under article 29 of the Wills and Administration Proceedings (NI) Order 1994 and the equitable jurisdiction to rectify deeds and DOVs.
  • With many rectification cases brought to secure a taxation advantage what remains of Lord Neuberger’s ‘morning after pill for bad tax advice’ following the demise of the rule in Hastings-Bass and recent developments in the law of mistake?

The Speaker: Sheena Grattan: is a practising barrister.  She specialises in estates and trusts issues, both contentious and non-contentious.  She was formerly a Senior Lecturer at QUB, is the author of numerous texts and articles including Succession Law in Northern Ireland and Drafting Trusts and Will Trusts in Northern Ireland (with James Kessler QC).  She is also the examiner of both legal components for the STEP NI Diploma and is currently chair of the Northern Ireland branch of STEP. 

 Price:                          £120.00 + VAT (£24)                                                   Date:                      Thursday 20 February 2020

 

Location:                  Lecture Room 3, Riddell Hall, Queens University,                                   1.30pm – 5.00pm

185 Stranmillis Road, Belfast, BT9 5EE

 

Accreditation:   3 CPD Points

 

Please contact Anna Harkness, Blue Sky Training Ltd if you have any queries:

 

Tel:        028 90 261 149       Email:   anna@blueskytraining.co.uk      Web: www.blueskytraining.co.uk