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Defender of Wills: Financial Adviser Representatives as Witnesses in Court
Join us for an insightful talk entitled Defender of Wills: Financial Adviser (FA) Representatives as Witnesses in Court where we delve into the critical role financial advisers play in estate planning and Will disputes.
Through real-life court cases of contested Wills, we will explore:
- What happens when a Will is disputed in court.
- The questions FA Representatives may face if they drafted or witnessed a Will.
- Practical steps that FA Representatives can take to safeguard themselves and their professional integrity.
This session is designed to equip FA Representatives with the knowledge and tools to navigate these complex situations confidently. Don’t miss this opportunity to learn how to protect yourself while serving your clients effectively.
Session Outline:
- Roles and Responsibilities of FA Representatives in preparing Wills.
- Understanding common areas and consequences of Will disputes, with real case studies.
- Potential Risks and Challenges for FA Representatives in disputed Wills, with past cases on probate litigation.
- Best practices for FA Representatives in safeguarding themselves in these scenarios.
Save the Date:
• 16 July 2025
• 2.00 p.m to 4.00 p.m
• Big Picture Theatre (Level 9, Capital Tower, 168 Robinson Rd, Singapore 068912)
• Complimentary
For more information, contact events@scidomain.org.sg
More details will follow.
