Many clients believe they need a ‘simple will’, yet the underlying complexity of their personal and financial circumstances is often far greater than they appreciate. Modern estate planning increasingly involves intricate asset structures, cross-jurisdictional issues, blended families and clients entering new relationships later in life, all of which demand careful advisory work and sophisticated drafting.
These challenges are compounded by an increasingly litigious environment, where wills must be robust enough to withstand close judicial scrutiny. This session examines the realities of drafting complex wills, focusing on identifying hidden complexity at an early stage, managing client expectations, and ensuring testamentary documents accurately reflect client intentions while minimising the risk of dispute.
