Distribution Under Intestacy vs A Will or Survivorship

Which option is best for your client?

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Course Overview

The session will provide viewers who are new to the field of wills and probate will an invaluable overview of the difference in the distribution of estates, depending upon whether somebody had made a will, dies intestate, has property which passes independently of the will or intestacy provisions.


This session will also be of interest to more experienced private client practitioners and will offer a useful reminder regarding the statutory order under intestacy.


Safda Mahmood, experienced solicitor and lecturer, will examine who inherits on intestacy with reference to the entitlement of surviving spouses or registered civil partners and the issues surrounding distribution where there is no surviving spouse or registered civil partner.

In addition, consideration will be given to the benefits of a will and the types of gifts available.


What are the requirements?

  • Watch the recorded webinar, review the slides and complete the short quiz to test your legal knowledge.
  • This course provides 0.5 CPD points

Learning Outcomes

  • On completion of this course you will have considered the various pros and cons of distribution under intestacy versus a will or survivorship and have the knowledge and confidence to advice clients regarding which option is best for them based on their circumstances.

What is the target audience?

  • This course is suitable for private client practitioners of all levels

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About Instructor - Safda Mahmood

Safda is a senior solicitor, with a public authority, having had practiced in both Private Practice and Local Government. Safda is on the Law Society Children Panel and specialises in Children Law and Adoption. He delivers training across the country and writes regularly for various journals including Family Law Journal, Legal Executives Journal and Law Society Bulletin.

Course Curriculum

Recorded Webinars

  • Webinar
    00:20:12

Supporting Documentation

  • Slides
    5 Page

Quiz

  • Quiz
     

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