Other
sgs 4 private client -
- Course
- Institution
SGS 4 - BPP UNI
[Show more]
Seller
Follow
candicephillip
Content preview
LPC: PRIVATE CLIENT (WILLS, PROBATE AND ESTATE PLANNING) SGS 4 DESCRIPTIONPRIVATE CLIENT (WILLS, PROBATE AND
ESTATE PLANNING) SGS 4:
WILL DRAFTING 2
Legal Practice Course
1. Learning Outcomes
After this session you should be able to:
1. construct a valid will;
2. identify the client’s goals;
3. utilise your knowledge of the law and practice in order to identify the
relevant component elements of each clause;
4. select and adapt precedent clauses in order to draft wills which
correspond with the client's instructions; and
5. clearly explain the requirements of execution where the client is unable
to read.
2. To bring to the SGS
SGS 4 Description (this document)
Chapter 3
SGS 1 and SGS 3 materials
Specimen Will Precedents
Legislation Handbook
3. Preparation
Item Completed
1. Read all of Chapter 3 and listen to the corresponding recordings
online.
LAW SCHOOL Page 1 of 8
, SGS 4 DESCRIPTION LPC: PRIVATE CLIENT (WILLS, PROBATE AND ESTATE PLANNING)
2. Substantive Law
Read and familiarise yourself with the following statutory provisions
set out in the Legislation Handbook. Be prepared to consider the
effect of the provisions during the SGS:
Section 32 Trustee Act 1925
Section 55(1)(x) Administration of Estates Act 1925
Sections 9, 24 and 33 Wills Act 1837
STEP: 4.8, 4.16.1/2, 10, 12.1/2, 17.1/2, 18.1
Ensure you have knowledge of the key principles of the following
cases:
Banks and Goodfellow (1870) QB 549
Parker v Felgate (1883) 8 PD 171
Prepare answers to the questions in items 3-5.
3. The following exercise tests your understanding of vested and
contingent interests (see Chapter 3, paragraph 9.2):
Hussain, a widower, died last month. Hussain was survived by his two
children, Amina (aged 19) and Mansoor (aged 15). Hussain had no
other children and has no grandchildren. His will contains the following
clause:
“I GIVE one half of my Residuary Estate to my daughter Amina and
the other half of my Residuary Estate to my son Mansoor.”
Explain how Hussain’s estate would be distributed for each of the
following:
a) Amina and Mansoor survive their father.
b) Amina and Mansoor survive their father but Mansoor died
yesterday.
c) The gifts to Amina and Mansoor were contingent upon reaching
18 and both survive their father.
d) The gifts to Amina and Mansoor were contingent upon reaching
21 but Mansoor died yesterday.
e) Re-read Chapter 3 paragraph 7.3 and consider how your answer
to d) would differ if the will contained the following residue clause
instead:
“I GIVE my Residuary Estate to such of my children who survive
me and reach the age of 21 and if more than one in equal
shares.”
Page 2 of 8 LAW SCHOOL
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller candicephillip. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $9.67. You're not tied to anything after your purchase.
Can Stuvia be trusted?
4.6 stars on Google & Trustpilot (+1000 reviews)
72042 documents were sold in the last 30 days
Founded in 2010, the go-to place to buy study notes for 14 years now