Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
This is a podcast series for Will Writers, Estate Planners and Solicitors that are interested in learning the tips, tools and technicalities to best help their clients.It covers all aspects to the E... more
FAQs about The Estate Planner’s Podcast:How many episodes does The Estate Planner’s Podcast have?The podcast currently has 63 episodes available.
September 16, 2024Asset Protection TrustsThis topic is perhaps one of the most controversial for estate planners, and there are a wide variety of opinions about their use in the profession. This episode looks at some of their uses, their mis-uses and the ways that we might improve our communication of them to our clients....more23minPlay
September 03, 2024Predators and CreditorsScams, cons and fraud victims are far more prevalent than most people realise. In this episode we take a look at some examples and see how estate planning can help to prevent vulnerable people from the distress and financial losses that result....more23minPlay
August 19, 2024Yule v South Lanarkshire Council 1999This is a case often referred to on the subject of deliberate deprivation of assets. It is worth understanding to appreciate the rationale of the courts when coming to the decision that they made in favour of the Local Authority....more20minPlay
August 05, 2024The Most Important EpisodeYes, that is a bold claim! This episode contains the key to understanding this and any other subject, and shows how you can improve your professional competence and certainty in your knowledge....more22minPlay
July 22, 2024Handling False DataAn element of our role as estate planners is to educate our clients on the various products and services we offer that can help to solve thier problems. We will sometimes run into a difficulty in that education that is difficult to detect and handle - false data. This episode looks at how we can identify and then handle our client's false data....more22minPlay
July 08, 2024Something a Little DifferentI was recently invited on to the Today's Wills and Probate podcast to talk about regulation and the Competition and Markets Authority consultation. This episode is a reproduction of that interview in full....more32minPlay
June 24, 2024What You Didn't Know About Freehold and Leasehold TenuresLand and property ownership in the UK will be either held under a Freehold or a Leasehold tenure. What exactly does this mean, and what effect does this have on estate planning? This episode answers these two questions and uncovers one common error that unwary estate planners can fall foul of....more18minPlay
June 10, 2024Death Bed WillsPerhaps the most difficult of appointments are those with a person at the very end of their life. In addition to the upsetting nature of the situation, there are the added complexities of establishing testamentary capacity, knowledge and approval of the contents of the will and a lack of any undue influence. This episodes addresses these issues and provides some guidance on several points that can assist practitioners with their task....more17minPlay
May 27, 2024Proprietary EstoppelIn this episode, we take a look at the principle of Proprietary Estoppel and how it affects estate planning. We examine the key cases that have built the framework and the three elements of assurance, reliance and detriment....more19minPlay
May 13, 2024Knight v Knight - The Three CertaintiesKnight v Knight, 1840, is one of the most important cases relating to trust law as it brought the concept of the three certainties of a trust into focus. This episode looks at the circumstances of the case and the court's decision making process....more19minPlay
FAQs about The Estate Planner’s Podcast:How many episodes does The Estate Planner’s Podcast have?The podcast currently has 63 episodes available.