Dealing with Probate Complaints

Date: Thursday 23 September 2021

Time: 13.00 - 14.00

Cost: £11.50 + VAT per person

CPD Hours: 1 Group Study

The vast majority of dealings between solicitors and clients are conducted in an efficient and satisfactory way. However occasionally problems can arise and when this happens it is important that solicitors deal with the situation efficiently and in accordance with the Solicitors (Client Communication) Regulations 2008.

The Client Complaints Committee is continuing with its series of seminars to assist the profession in understanding the types of complaints received by the Society, suggesting practical ways to avoid complaints arising and outlining procedures to effectively manage complaints when they are received from clients.

This session will be delivered by Julie Ann Osborne, CMG Cunningham Dickey Solicitors and will address Probate complaints - discussing the common themes of these complaints.

Speakers:

Julie Ann Osborne

Solicitor, Partner & Trust & Estate Practitioner, CMG Cunningham Dickey Solicitors

Julie Ann joined CMG Cunningham Dickey in March 2018 as a Partner having worked in two respected rural practices for the previous 15 years. She specialises in all property matters including residential and commercial conveyancing, farms and land transfers, development land purchase and site sales and acts for a number of residential developers. Julie Ann is a Trust and Estate Practitioner having completed her STEP Diploma and gained Excellence Awards and the highest marks in her year group. She deals with Wills, Enduring Powers of Attorneys, Trusts, Probate, Inheritance Tax Planning and Controllership Orders. Julie Ann also sits on the STEP NI committee and is a member of the Elder Law Group. Julie Ann also deals with Partnership Disputes, especially farming partnerships. She is also a member of the Agricultural Law Association and has recently taken part in a series of talks in conjunction with Rural Support, providing information to farming families on succession planning.

Main Areas of Work

• Residential Property (First Time Buyer/ Home Owner/ Buy to Let investors/Co-Ownership)
• Commercial Conveyancing
• Site Acquisition & Building Development
• Apartment/ Management Company
• Wills, Trusts & Estate Planning
• Succession Planning
• Administration of Estates
• Enduring Power of Attorney & Controllership
• Advice for the Elderly Client
• Partnership Disputes

All Tickets are non-refundable & non-transferable.

Please note that all events are recorded and may be made available post event.