Estate Planning: the role of the will and power of attorney

Date: 
Wednesday 26 February 2020
Time: 
16:30 - 18:30
Location: 
Brodies LLP, 15 Atholl Crescent, Edinburgh

Categories:

  • Personal & Family

Our Personal & Family Academy sessions give enthusiastic professionals involved in advising individuals on their financial affairs, from graduate-level up to eight years’ experience, the opportunity to extend their depth of knowledge, breadth of skills, and range of contacts, from the very start of their careers.

Planning effectively for the future requires an open dialogue between a client’s professional advisors. In this seminar we will look at the role played by the will and power of attorney and why these documents are so important in the context of wider financial planning and asset management. We will highlight some of the problem areas so that you can identify possible issues at an early stage when discussing financial strategy with your clients.

Learning objectives:

  • Understand what a will is and what it does
  • Understand what a power of attorney is and what it does
  • Understand the role these documents play in estate planning
  • Be able to speak to clients about wills and powers of attorney in general terms
  • Be able to identify where problems might arise and how wills and powers of attorney can assist with resolving these

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