CPD training for law firms

This informative session covers various topics in relation to intestacy and Missing Beneficiary Insurance in estate administration, including:

• The rules of intestacy

• Adoptions and blended families

• The risks of DIY enquiries

• Missing Beneficiary Insurance

• And more

This presentation explains how legal professionals and their clients can benefit from specialist support during estate administration, when things don’t go to plan.

In addition to some interesting case studies, the sessions covers: 

• Identifying assets in the UK and overseas jurisdictions

• Overseas assets (including North American assets and shareholdings)

• Resealing Grants

• Identifying and verifying beneficiaries

• Intestacies

• Insurance solutions

• Plus more

This session explores the most frequent causes of complaints raised by non-professional Personal Representatives (PRs) and provides practical guidance on how to reduce risk, manage expectations, and avoid delays.

Key topics include:

• Poorly drafted or failed Wills

• Complex intestacy cases and modern family structures

• Risks of amateur genealogy and tracing missing heirs

• When insurance isn’t available and why

• Realistic expectations around costs and timelines

• Cross-border estate complications

• US double-taxation pitfalls

• Importance of pre-Grant asset verification

This session provides an overview of the common types of cross-border estates that you might encounter as a UK practitioner.

It focuses on:

• North American assets, including:

  • Shareholdings, bank accounts, and investment accounts

  • Double taxation treaties

  • Medallion Signature Guarantee

  • Escheatment

• Resealing a UK Grant

• Obtaining a foreign Grant

The objective of this session is to explore common challenges in cross-border estates, how they can impact the timescales for finalising a UK estate, and the potential costs involved, enabling you to manage client expectations from the outset.