STEP - CPD

CPD Learning: Contentious Estates

CPD Learning: Contentious Estates
Credits Awarding Body STEP

How do practitioners deal with increasing complex modern family structures? What can go wrong if a will or probate isn’t prepared properly? How can you avoid or mitigate stress for your clients? Make sure you’re prepared with this interactive elearning course, designed to support your work on contentious estates with bespoke, specialist content across a broad spectrum of subject areas.

Contentious probate and trust cases are on the rise. Family structures are ever more complicated, with an increased number of second marriages and cohabiting couples, but also demographic changes – most notably the growing ageing demographic – and a rise in cases of dementia. This course, developed by expert practitioners, gives you the tools you need to deal more effectively with this type of work.

The course combines technical knowledge with practical application of the law and procedures involved, giving you a solid foundation of knowledge in dealing with contentious estates on which to build further expertise. The course comprises the following modules:

  • Disputed wills
  • Interpretation, rectification, and construction of wills
  • Administration disputes
  • Inheritance Act 1975 claims
  • Settlement and compromise of claims
  • Insolvent estates
  • The Court of Protection and statutory wills
  • Claims against professionals
  • International succession disputes
  • International administration disputes
  • Forced Heirship claims
  • Costs

This course is suitable for anyone who wants to know more about the subject area. It has been designed for both those starting off their career in this area and more experienced practitioners looking to deepen their knowledge and understanding.

The course is designed predominantly for practitioners in England and Wales but also for international practitioners focused on international issues.

You may find this course particularly useful if you are a:

  • Private client solicitor
  • Trust professional
  • Probate professional
  • Legal adviser and paralegal
  • Accountant or banking professional providing probate services
  • Charity specialist
  • Legacy administration professional
  • Tax adviser
  • Independent financial adviser
  • Executorship administrator
  • With course material developed by the STEP Contentious Trusts and Estates Global Special Interest Group and other industry experts, you’ll be learning from some of the most highly regarded specialists in the field
  • Learn through custom-written course material, including text, visual aids, and activities
  • Control your own learning journey – this interactive elearning course is entirely online, so you can access it anytime, anywhere
  • Study and learn at your own pace, with 12 months’ access to the course material – learn whenever you want, and refer to it as many times as you need
  • Test your understanding with self-assessment exercises, allowing you to gauge your progress as you work through the programme
  • Demonstrate your new learning to your employer or CPD provider with a Certificate of Completion, awarded when you’ve finished the optional end-of-course assessment
  • Can be adopted in-house and provided as part of a training programme for employers

You’ll learn through bespoke, interactive course material on our online learning platform, written by experts in the field. You will work through practical case studies and explore recent, topical cases in practice.  

There are a series of 'test your knowledge' questions at the end of each module, with an optional end of course multiple-choice assessment.

Due to government regulations, we are unable to accept online payments from, or, on behalf of students from certain countries and territories without prior agreement. 

Employers are able to purchase the programme at a discounted rate for group bookings:

  • 10+ enrolments – save 30% on each person
  • 20+ enrolments – save 40% on each person
  • 50+ enrolments – save 50% on each person

Please contact us for details on how to enrol your employee group.

Book Course

To enrol onto this course, please login to your account or register using our online booking portal.

Get in touch...

To discuss your options, or speak to a member of the Admissions Team, please get in touch.

Duration

12 Months

Entry Criteria

Course Fee: £595 for nonSTEP Members, £545 for STEP Members

Employers are able to purchase the programme at a discounted rate for group bookings:

  • 10+ enrolments – save 30% on each person
  • 20+ enrolments – save 40% on each person
  • 50+ enrolments – save 50% on each person

Please contact us for details on how to enrol your employee group.

Assessment

Optional multiple-choice assessment