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Wills, Trusts and Executries Conference 2026

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  5. Wills, Trusts and Executries Conference 2026
Location & Date
Location: Online, Zoom
Day 1
Date: 23rd June 2026
Time: 09:30 - 13:00
Day 2
Date: 24th June 2026
Time: 09:30 - 13:00
Training Details
Live Online
Live Online:

Join this CPD training online at the specified time

CPD Hours: 6
Register & Details
Book now Tell A Friend Contact Us View prices

Book by Tuesday 26 May to save 20% with our Early Bird rate

6 hours verifiable CPD | Programme details to follow

Join us this June for our Wills, Trusts and Executries Conference. Across two mornings we will bring together experts in these fields to explore the latest legal developments to estate planning, trusts and executries.  

We will deep dive into, among other topics, assessing prior and legal rights, the new Digital Assets (Scotland) Bill, executry and trusts accounting, and alternative dispute resolution. With an emphasis on skill development and first-hand industry insights this Conference will be advantageous for the newly qualified and seasoned professionals alike.

You will have plenty of opportunities to collaborate, discuss ideas and queries and share best practice points with the industry leaders and fellow practitioners in attendance. 

Learning Outcomes:

  • Reflect on the Trust and Succession (Scotland) Act 2024 and its effectiveness two[SZ2.1] years on
  • Deep dive into the contestation of wills and how to assess for prior and legal rights
  • Analyse the new Digital Assets (Scotland) Bill influencing succession planning
  • Gain industry insights into the restructuring and variation of complex trusts 
  • Explore different facets of executry duties include accounting and intestate estates
  • Examine alternative dispute resolution and AI and how they are influencing these areas of practice

Speakers

Sarah-Jane Macdonald
Sarah-Jane Macdonald
Legal Director (Private Client)
Gillespie Macandrew LLP
Stewart Gibson
Stewart Gibson
Senior Associate
Brodies LLP
Ally Thomson
Ally Thomson
Director
Hey Legal

Programme

Day One | Session One: Case and Legislative Update

09:30 Welcome and Introduction, Chair
09:35 Case Law Review
10:15 How Does the Trust and Succession (Scotland) Act 2024 Hold Up Two Years On?
Sarah-Jane Macdonald
Sarah-Jane Macdonald
Legal Director (Private Client), Gillespie Macandrew LLP
10:55 Questions and Discussion with Speakers from Session One
11:05 Comfort Break and Transition to Breakout Sessions

Session Two: Wills and Succession Planning

Contesting a Will: Assessing Prior and Legal Rights
Breakout 1
Capacity Marketing for Charities
Breakout 2
12:05 Transition to Main Plenary
12:10 Digital Assets in Succession Planning
12:45 Questions and Discussion
12:55 Closing Remarks
13:00 End of Day One

Day Two | Session Three: Trusts and Executries

09:30 Welcome and Introduction, Chair
09:35 Re-structuring and Variation of Complex Trusts
Stewart Gibson
Stewart Gibson
Senior Associate, Brodies LLP
10:10 Questions and Discussion
10:20 Transition to Breakout Sessions

Breakout Sessions

Executry and Trusts Accounting
Breakout 1
Executries of Intestate Estates
Breakout 2
11:05 Comfort Break and Transition to Main Plenary

Session Four: ADR and AI

11:25 Alternative Dispute Resolution: When, How and Why?
12:00 Questions and Discussion
12:10 Introducing: The Succession Law Tech Sprint
Ally Thomson
Ally Thomson
Director, Hey Legal
12:55 Closing Remarks
13:00 Close of Conference

Testimonials

Excellent and varied 2 days covering a range of relevant topics.
Delegate, 2025 Conference
A very well-organised and useful webinar covering a range of topics for practitioners working in the day-to-day running of estate administration. The delivery of the content was well-managed and ideally paced. Included in the content were legal updates, case law and practical tips for implementing developments. I would highly recommend this webinar to anyone working in this field
Delegate, 2024 Conference
I found it overall a useful conference with a good spread of topics – especially in relation to new legislation.
Delegate, 2024 Conference
Prices (prices exclude VAT)
Member:
(£260.00) £208.00
New member:
(£208.00) £166.00
Non-member:
(£312.00) £249.00
Unemployed member:
free
Book by 13th May 2026 to save 20% with our Early Bird rate

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Additional

Sponsored by

Currencies Direct

Currencies Direct save Scottish solicitors time and money on their property and executory payments where an international transfer is required.

Read more about Currencies Direct
Finders International

Award-winning Probate Genealogy company that trace heirs to estates, property and assets

Read more about Finders International
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