This is an updated practical session that will provide an grounding in the law relating to the removal of a personal representative. It will examine the relevant legislation, provide a view on the key case law on the removal of a personal representative in the professional capacity after recent case law developments. It covers the guidance provided by the SRA and Law Society and will also offer practical suggestions on practice management for the Private Client department to ensure that the chances of being asked to renounced are reduced and what to do if you are asked to renounce by the deceased’s family.
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Learning objectives:
Your CPD Certificate can be found in your Account.
James Beresford
Partner – Head of Estate Planning and Probate • BLM Law
James is a wealth preservation specialist and works with individuals who require advice regarding asset protection, inheritance tax or capacity issues. James works with his clients to help them identity their particular areas of risk and then creates bespoke estate plans for them so that their risks are mitigated and ultimately the client gets peace of mind.
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