Mutual wills and life interest wills have just as much potential to create a family dispute as they have potential to be the perfect structure to avoid them. This fast-paced, practical session will look at the most common pitfalls in both areas, show you how to steer clear of them, help you identify when they are the right option for your clients, and help draft a solution that works.

Learn how to ask the right questions, draft with foresight, and give advice that protects your clients – and their assets – for the long haul.

Learning Outcomes

Learning Outcomes

• Understand the right questions to ask, and the advice to give, when discussing estate planning with your clients.
• Identify when a mutual will or life interest will is the right solution for your clients. 
• Learn to draft mutual wills and life interest wills effectively. 
• Identify common risks and legal issues in mutual and life interest wills.

Who Should Attend

Anyone doing private client work, including general practitioners and legal executives.

Presenters

Kimberly Lawrence, Director, Greg Kelly Trust Law
Colette Mackenzie, Director, Greg Kelly Trust Law