The Estate Planner’s Podcast
This is a podcast series for Will Writers, Estate Planners and Solicitors that are interested in learning the tips, tools and technicalities to best help their clients. It covers all aspects to the Estate Planners functions including the client appointment, follow-up, drafting, attestations, registrations and concluding the service. It will explore key cases and look at client case studies for wills, trusts, Lasting Powers of Attorney and probate. The aim of the podcast is to help practitioners to enhance their knowledge and skills so that the vitally important services we provide can be delivered to the highest standards for the general public. The series is presented by Antony Brinkman, who started as a will writer in 1999. In addition to running his own company, he is a tutor at the College of Will Writing and currently holds the position of chair of the Professional Standards Board for the Society of Will Writers and Estate Planning Practitioners.
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Episodes
Monday Mar 18, 2024
Monday Mar 18, 2024
Continuing the topic of LPAs, this episode looks at the case of The Public Guardian v RI and Others which gives us the criteria for an assessment of capacity specifically in relation to the creation of a Lasting Power of Attorney.
Monday Mar 04, 2024
Monday Mar 04, 2024
There has been relatively little discussion on the subject of Lasting Powers of Attorney so far in this podcast, so in this episode we take a look at a client situation that illustrates just why they are so important. It serves as an example that you can use to paint the picture for clients that might be reluctant to put them in place.
Monday Feb 19, 2024
Monday Feb 19, 2024
This unusual case brought under the Inheritance (Provision for Family and Dependents) Act 1975, hit the headlines several times as it made its way through the courts from 2015 to 2017. The central issue of testamentary freedom made the matter of public interest and was ultimately heard in the Supreme Court. This episode looks at the facts of the case and the issues that the courts had to consider.
Monday Feb 05, 2024
Monday Feb 05, 2024
In this episode we take a look at a client scenario and how to help them to overcome the irrational and illogical reasons not to put the right planning in place. It addresses one of the most important skills that any professional needs.
Monday Jan 22, 2024
Monday Jan 22, 2024
This episode looks at the inclusion of funeral directions in the will. Why is it more important that many will writers give it credit for? What can be included? What it the best way to introduce the subject to get a thorough answer?
Monday Jan 08, 2024
Monday Jan 08, 2024
The central point of this case was in an error made that resulted in a married couple signing each other's wills instead of their own. Whilst it was a seemingly simple error, the resulting legal problems eventually were resolved in law by the Supreme Court. This episode takes a look at what the Court decided and how they came to their decision.
Monday Dec 11, 2023
Monday Dec 11, 2023
This episode takes a look at how you can handle those clients that are overly and irrationally critical of your service. When is it best to simply refund the client and walk away? How can you identify which clients will never be satisfied, no matter how much you do to help them? And what can you do to resolve the complaints from clients that are open to remedy?
Monday Nov 27, 2023
Monday Nov 27, 2023
This episode explores the very recent case of King v King which centered around which of two brothers could administer the estate of their deceased father. It highlights important issued relating to the choices of executor when we are taking instructions from clients.
Tuesday Nov 14, 2023
Tuesday Nov 14, 2023
The Society of Trust and Estate Practitioners (STEP) has released its third edition of the the STEP Provisions. This episode gives a broad overview of the Standard and the Special Provisions as well as looking at what changes have been made from the second edition.
Monday Oct 30, 2023
Monday Oct 30, 2023
In this episode, we take a look at the value of a well-written Advance Directive and how this can be used alongside a Lasting Power of Attorney for Health & Welfare. We dispel a couple of myths about AD's and also see two other common uses for this document which are not to do with life-sustaining treatment.
The Estate Planners Podcast
Whether you have been an estate planner for two weeks or two decades, if you are interested in learning and improving your knowledge and skills, then I invite you to listen.
The majority of estate planners believe in what they do - that the services we bring to market have genuine value, often life-changing value, and that this is therefore far more than 'just a job'.
When a dear friend of mine passed away in 2009 at the age of 42, his several businesses, his family and the charities that he was actively involved in all suffered heavily. Whilst everyone that knew him felt the loss, so much of the suffering could have been avoided if he had made a Will and Lasting Powers of Attorney. Since that time, I have dedicated myself to doing all I can to help estate planners achieve great results for their clients so that the same unnecessary upset is avoided for others.
I happily share my observations, research and developments with you in this podcast, and I welcome your kind attention.
- Antony Brinkman