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Will Draftsman's Handbook

10th edition
Julie Bell
Availability: Published

This popular book assists practitioners with the preparation of wills for the most commonly encountered situations. The concise and accessible text combines practical tools and expert guidance, including commentary on the underlying law, over 50 precedent clauses which can be readily assembled to draft wills, specimen will forms and essential statutory extracts.

The 10th edition has been fully revised to include:

  • a new chapter on risks for the draftsman
  • changes resulting from the residence nil rate band
  • digital assets
  • recent case law and its implications
  • revisions and modernisation of precedent clauses
  • new precedents on capacity assessment, severance of joint tenancy and letter of wishes.

The book provides guidance on taking instructions, the duties of the draftsman, principles of drafting, the legal framework and the effect of taxation. The accompanying CD-ROM contains the precedent clauses and will forms for easy customisation.


Contents

  1. Part I Preliminary Notes
  2. 1. How to use this book
  3. 2. The draftsman’s responsibilities
  4. 3. Law of intestacy: some comparisons
  5. 4. Law of family provision – the 1975 Act
  6. 5. Effect of taxation
  7. 6. Statutory rules for the draftsman
  8. 7. Statutory rules of interpretation that determine relationships
  9. 8. Risks for the draftsman
  10.  
  11. Part II Precedent Clauses
  12. A. Commencement
  13. B Executor and trustees
  14. C. Testamentary guardians
  15. D. Specific gifts
  16. E. Pecuniary legacies
  17. F. Dispositions of residue
  18. G. Overriding discretionary trusts
  19. H. Trustees: powers; extended and additional powers
  20. I. Conclusion
  21. J. Codicils
  22. K. Capacity Assessment
  23. L. Severance of Joint Tenancy
  24. M. Letter of wishes
  25.  
  26. Appendices
  27. 1. Statutory provisions relating to intestacy
  28. 2. Statutory provisions relating to family provision
  29. 3. Statutory provisions relating to post-death variations, disclaimers, etc.
  30. 4. Statutory provisions relating to powers of trustees (selected)
  31. 5. Statutory provisions relating to trusts for children and young people
  32. 6. Statutory provisions relating to the execution, revocation, alteration, rectification and interpretation of wills
  33. 7. Will forms
  34.  
  35. Index

About the Author

Julie Bell advises on all areas of private client and writes and lectures on the subject. Julie is a member of the STEP Manchester committee and the chief examiner for Wills and Probate Level 6 for CILEX.

£75.00

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Category

Private client

Published

September 2019

Publisher

The Law Society

ISBN

9781784461348

Format

Paperback + CD
304 Pages