Written by a team of leading experts, this trusted handbook provides an authoritative guide to good practice for probate practitioners. Established as a key work in this area, the Probate Practitioner's Handbook offers an accessible outline of the relevant law and tax along with practical advice. This latest edition takes account of: * legislative changes including the: o Perpetuities and Accumulations Act 2009 o Mental Capacity Act 2005 o Solicitors' (Non-Contentious Business) Remuneration Order 2009 o Money Laundering Regulations 2007 * the latest decisions on 'the golden rule' * changes to the Solicitors' Code of Conduct 2007, in particular to Rule 2 * Law Society guidance on Larke v. Nugus and file retention * recent case law including Stack v. Dowden, Olins v. Walters and Re: P * the IHT transferable nil rate band * the Law Society Contentious Costs Guide (3 March 2010). Designed for the busy practitioner, the book offers practical features including checklists, sample letters, precedents, case commentaries, extracts from and references to articles, and examples.
The book also gives expert advice on client care, costs, management and marketing to help practitioners offer an efficient and profitable service to their clients.
Rezensionen / Stimmen
[This book] sets out the latest law and tax guidance with practical advice.' The Practical Lawyer
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978-1-85328-814-2 (9781853288142)
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Schweitzer Klassifikation
Professor Lesley King is Head of Private Client Practice at the College of Law. She is co-author of Wills, Taxation and Administration: A Practical Guide, and the wills and probate columnist for the Law Society's Gazette. Lesley writes and lectures extensively on wills, taxation and related matters.
Part I - Probate and the Professional Rules: 1. Solicitors and instructions; 2. Costs and charging; 3. Client care; 4. Estate administration and statutory regulation; 5. Solicitors' Accounts Rules 1998; Part II - Probate, Wills and the Law: 6. The law on wills and succession: a review; 7. Revocation and revival of wills; 8. Time for probate; 9. Appointing guardians of children; 10. Probate and benefits; 11. Claims under the Inheritance (Provision for Family and Dependants) Act 1975; 12. Contentious probate; 13. liability for a client's fraud; 14. Wills and best practice; Part III - Practical Probate: 15. Inheritance tax; 16. Probate problems; 17. Accounting and distributing; 18. Probate practice checklists; Part IV - Profitable Probate Practice: 19. Computing and technology issues; 20. Managing private client business for profit; 21. Marketing wills, probate and other private client services; Appendices.