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SQE2 Preparation - Wills
Wills and Intestacy, Probate Administration and Practice
Course Orientation (1:58)
Wills and Intestacy, Probate Administration and Practice - Outline & Flashcards
Trusts - Outline & Flashcards
Wills - Lecture Handout
Trusts - Lecture Handout
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Order of precedence
Disclaimer
(1) Wills & Intestacy
(a) Definition and Requirements of a Will (3:31)
(b) Duress and Undue Influence (1:56)
(c) Personal Representatives (3:58)
(d) Alterations/Amendments of Wills (2:37)
(e) Revocation of Wills (3:03)
(f) Types of Gifts (2:00)
(g) Failure of Gifts (10:20)
(h) Intestacy (1:57)
(i) Property Passing outside of the Estate (2:57)
(2) Probate and Administration Practice
(a) Grants of Representation (4:07)
(b) Chain of Representation (1:57)
(c) Non-Contentious Probate Rules (2:33)
(d) Application Procedure for Grant of Representation (1:41)
(e) Duties of Personal Representatives (1:27)
(f) Liability of Personal Representatives and Methods of Protection (6:20)
(g) Order of priority in relation to expenses/debts (2:18)
(h) Changes in estate after death (2:10)
(i) Claims against estates (3:56)
(3) Taxation
(a) General tax rates (3:08)
(b) Calculation of Estate (3:49)
(c) Exemptions and Reliefs (2:59)
(d) Practicalities in relation to Inheritance Tax (4:29)
(e) Other tax considerations (2:32)
(4) Trusts
1b) Types of Express Trusts (1:02)
1a) Three Certainties (1:23)
1c) Formalities (1:12)
1d) Constitution of Inter Vivos Trusts (0:33)
1e) Equity will not assist a volunteer (2:16)
2a) Types of Interests (0:55)
2b) Rule in Saunders v Vautier (0:46)
3a) Charitable Trust (1:08)
3b) Non-Charitable Purpose Trust (1:06)
4) Resulting Trusts (1:23)
5) Trusts of the Family Home (2:08)
6) Liability of Strangers to the Trust (1:40)
7) Fiduciary Relationship and its Obligations (1:22)
8a) Appointment, Removal and Retirement of Trustees (2:25)
8b) Trustee Duty of Care (0:40)
8c) Trustee Duty to Invest (1:24)
9) Trustees’ Liability (2:48)
Mock Exams
A note on the sample answers
Wills - Case & Matter Analysis
Wills - Drafting
Wills - Research
Wills - Writing
Wills - Interviewing & Attendance Note
Template Library for Drafting
(0) Introduction
(1) Will - Template
(2) Codicil to a Will - Template
(3) Deed of Variation - Template
(4) PA1P_Practitioner - Template
(5) PA1A_Practitioner - Template
(6) IHT400
(7) Letter of Wishes - Discretionary Will Trust
(8) Assent of Equitable Interest in Land
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(i) Property Passing outside of the Estate
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