Understanding inheritance and property – how to avoid disputes and claims

About this event

Issues around inheritance, wills and estates can be distressing, especially when they involve the family home, but disputes and claims for financial provisions are becoming increasingly common for family members.

Under the Inheritance (Provision for Family and Dependants) Act 1975, legal protection is available for spouses, civil partners, children and other dependants who were financially reliant upon the deceased. This protection could involve the transfer of a property or an award of a right to occupy a property.

The next in our series of seminars is looking at the issues of inheritance claims and property. Expert lawyers from our private client and dispute resolution teams will be providing guidance on what steps you can take to protect your estate in line with your wishes, as well providing support and guidance on how to avoid or resolve disputes.

Key areas we will be covering will be:-

Property and estates

• Is the property part of the estate: joint tenants or tenants in common?
• Lifetime trusts: obligations and responsibilities
• Gifts of property and assets in your will – what you should be aware of
• Roles and duties of the executor

Different disputes

• 1975 Inheritance Act Claims – what does that mean for property?
• Claims against the property: undeclared interests and promises made
• Buying out other beneficiaries

Possession claims

• The possession process – from notice to hearing
• Potential counterclaims
• Potential outcomes and the importance of settlement discussions

The presentation will run from 10am -10.45am followed by a short Q&A session for anyone wishing to ask questions.