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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 79 episodes available.
December 30, 2024HotchpotThis episode looks at the use of the Hotchpot clause in wills. We take a look at some of the problems with its use and the solutions to fully achieve the testator's wishes. ...more14minPlay
December 16, 2024Oliver v Oliver 2024This is an extended episode, covering the September 2024 case of Oliver v Oliver. The case involves elements of Section 9 of the Wills Act, Testamentary Capacity and Undue Influence. ...more40minPlay
November 18, 2024CMA Guidance - Sales PracticesThis is the third and final episode on the Competition and Markets Authority guidance for unregulated legal services. This episode covers the topics of Reasonable Care and Skill and Sales Practices....more20minPlay
November 04, 2024CMA Guidance - Fair TermsThis episode continues the review of the Competition and Markets Authority guidance for unregulated legal services, and specifically looks over their provisions covering the fairness of contract terms....more18minPlay
October 14, 2024CMA Guidance - Providing Accurate InformationThe Competition and Markets Authority have released their guidance on consumer protection law for unregulated legal services. This episode looks at part of that guidance as it relates to providing accurate information to consumers....more23minPlay
September 30, 2024Deliberate DeprivationA person cannot deliberately deprive themselves of assets for the purpose of avoiding paying for their care and support charges. In this episode we take a look at the historic development of this principle and its application today....more19minPlay
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
FAQs about The Estate Planner’s Podcast:How many episodes does The Estate Planner’s Podcast have?The podcast currently has 79 episodes available.