Wealth, Wills & Wisdom – Hertfordshire Law Society present a masterclass for Private Client Practitioners – FREE WEBINAR

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About this event

 

The Hertfordshire Law Society are running a Private Client webinar on Tuesday 1st November 2022 between 10:00am and 12:00pm. A brief synopsis follows below and attendance is FREE for Hertfordshire Law Society members. Registration is required by visiting the following link –  Webinar Registration – Zoom

 

Wealth, Wills & Wisdom – Hertfordshire Law Society present a masterclass for Private Client Practitioners

In this Autumn update, sponsored by Estatesearch, Hertfordshire Law Society gathers a range of experts to discuss interesting topics affecting the Private Client sector.

This two-hour session will feature the following speakers & topics:

 

Managing Shares in Estate Administration & Common Challenges

Ben Furlong of Estatesearch will discuss managing shares in estate administration and the common challenges with valuations, verifications, missing/lost certificates, dividends, dealing and transfers.

 

Ambiguous gifts to charities

Matthew Mills of Radcliffe Chambers will explain how to work out which charity should be paid if the wording of a charitable gift in a will is ambiguous.

 

Harnessing the largest intergenerational wealth transfer in history through local philanthropy

Helen Gray of the Hertfordshire Community Foundation will highlight the changing face of local philanthropy and how the projected transfer of wealth from baby boomers to millennials and generation X is an opportunity for professional advisors to add value to client relationships.

 

Introducing Women in Wills

Emma Baddaley of Estatesearch will explain the rationale and relationships behind Women in Wills – a collaboration of women with knowledge and experience which spans the wills and probate sector gathering together to network, collaborate and support one another, for the benefit of everyone

 

Click here to book your place.

 

We look forward to seeing you there!

 

Steven Hamilton

President of the Hertfordshire Law Society

 

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