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Private ClientLine.

Private ClientLine is a free legal update service for busy private client law practitioners. Each month a selection of our contributors will comment on the latest legal developments from the following practice areas within private client law:

Tax Planning – Uses of Trusts, reliefs, will drafting on tax issues, gifts etc
Practice – Wills – Instructions, drafting, construction, types of will, practical tips in drafting
Practice – Estates – all areas in the administration of estates from litigation to tax returns, grants of probate to deeds of variation, best practice, worst practice
Practice – Trusts – As for estates, from tax returns to powers of appointment, investment to administration, also to include drafting
Practice – Elder – LPA/EPA issues, Court of Protection etc, care issues, capacity (other than wills)

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About The Contributors

Professor Lesley King, College of Law

Professor Lesley King is Private Client Practice Head at The College of Law, Bloomsbury. She is co-author of Wills, Taxation and Administration: A Practical Guide and editor of The Probate Practitioner’s Handbook. She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.

   

Ruth Hughes, Barrister, 5 Stone Buildings

Ruth has taught company law on the Bar Vocational Course and has contributed to the Trust Quarterly Review and other professional journals. She also writes headnotes for the Wills and Trusts Law Reports. She is the assistant editor of the Elder Law Journal. Ruth lectures on all areas of her practice and in particular proprietary estoppel. More...

   

David Coldrick, Consultant, Wrigleys Solicitors

David deals with all areas of private client work, including tax, trusts and estates. He has a particular interest and is a well-known authority on tax planning for the younger and elderly client and protection of assets of personal injury trusts, which involves a thorough knowledge of the benefit aspects and understanding of working with the disabled and their families. More...

   

Martyn Frost, Director, Trenfield Trust & Estates Consulting Ltd, Manchester

Prior to joining Trenfield Trust & Estates Consulting Ltd, Martyn spent a number of years with Barclays Bank Trust Company taking on a variety of roles, including heading the company's internal legal department.

Martyn has had over 40 years’ experience of the administration of estates and trusts and has taught both subjects for Barclays Bank Trust Company, the Chartered Institute of Bankers (in London, Jersey and Nassau) and also for Moorgate Polytechnic. He has also worked as an examiner for the Chartered Institute of Bankers’ estates and trusts examinations. He has written, contributed to and edited several books on estates and trusts issues, the latest being Risk and Negligence in Wills, Estates and Trusts. He also provides the chapter on Regulation and Money Laundering for Tolley's Administration of Trusts. He has been an editor of the Wills and Trusts Law Reports since their inception in 2000 and was one of the original editors of the Trust Quarterly Review.

Martyn is a tutor for the STEP Foundation Certificate for England and Wales and has contributed to the revision of the course manual for this paper. He has also updated areas of the STEP Trust Creation: Law and Practice course manual.

He is a former Vice President of The Association of Corporate Trustees and a former Deputy Chairman of STEP.

 

 

 

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 Update Month   Article   View 
February 2012Helpful judicial comments on a solicitor’s obligations under the Golden RuleView
February 2012Marley v RawlingsView
February 2012Reporting of data infringements to become mandatoryView
February 2012Where someone signs a will on behalf of a testator there must be more than mere acquiescence or passivityView
January 2012Alexander v Alexander [2011] EWHC 2721 (Ch)View
January 2012Estates of Deceased Persons (Forfeiture Rule and Law of Succession) Act 2011View
January 2012Omitting pertinent questions when taking will instructionsView
November 2011Court of Protection – SM v HMView
November 2011Does a lasting power of attorney give the attorney authorityView
November 2011Matthew Hutton: Tax Support Services to Private Client LawyersView
November 2011STEP has published new Standard ProvisionsView
November 2011Undue InfluenceView
November 2011Wright v Gater [2011] EWHC 2881 (Ch) Norris JView
October 2011Court of Protection – End of Life DecisionsView
October 2011Family ProvisionView
October 2011Severance of a Beneficial Joint TenancyView
September 2011Children of a Bigamous MarriageView
September 2011Dermergers and Special DividendsView
September 2011Presumption of DeathView
September 2011Section 89 of the Inheritance Tax Act 1989View
August 2011Barrett v Bem [2011] EWHC 1247 (Ch) View
August 2011Buzzoni v Commissioners for Her Majesty’s Revenue and Customs [2011] UKFTT 267 (TC) View
August 2011Lane v Cullens Solicitors and others [2011] EWCA Civ 547 View
August 2011Millburn-Snell v Evans [2011] EWCA Civ 577View
August 2011Shovelar v Lane [2011] EWCA Civ 802View
August 2011Southgate v Sutton [2011] EWCA Civ 637 View

 

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