The Risks of Gifting – Who is Your Client?
Details
- Date: Wednesday 26th February 2025
- CPD Hours: 1 Hour
- Expires after: 120 Days
- £25 Plus VAT
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This talk will provide an examination of the law surrounding gifts and your obligations as professional advisors. It is designed to help practitioners avoid negligence claims and protect clients. The talk will give guidance so you are better equipped to advise clients in relation to estate planning and gifts.
- Who is your client?
- Establishing the motive behind the gift
- Risks of gifting including bankruptcy, divorce, fall out
- Challenges to gifts – undue influence and capacity
- Gifts by Deputies and Attorneys
Michael Culver, Managing Director – Culver Law Ltd
£25.00 + VAT
Sponsored by
Speakers
Michael Culver Managing Director
Managing Director, Culver Law Ltd
Managing Director - Culver Law Ltd