Wills, Trusts and Executries Conference

Date: 24th May 2022 - 25th May 2022

Time: 09:30 - 13:00

Location:
Online, Zoom

CPD Hours: 6hours

Join us in May 2022 in a virtual setting across two mornings to hear from private client experts and meet with peers and colleagues to explore the latest developments and discuss the core challenges in various areas of wills, trusts and executries practice. Attend to get the opportunity to hear about key legal and practice updates; explore cross-jurisdiction issues; best practice guidance on how to deal with contentious trusts, estates and many more. Our expert speakers will support you to stay abreast of current issues and share insights on more specialised practice points throughout the day. The programme is designed to give you the opportunity to engage in discussions; network and to ask questions on the issues that most affect your area of work and clients. To attend, book your place now!

6 hours verifiable CPD

Join us in May 2022 in a virtual setting across two mornings to hear from private client experts and meet with peers and colleagues to explore the latest developments and discuss the core challenges in various areas of wills, trusts and executries practice.

Attend to get the opportunity to hear about key legal and practice updates; explore cross-jurisdiction issues; best practice guidance on how to deal with contentious trusts, estates and many more. Our expert speakers will support you to stay abreast of current issues and share insights on more specialised practice points throughout the day.

The programme is designed to give you the opportunity to engage in discussions; network and to ask questions on the issues that most affect your area of work and clients. To attend, book your place now!

By attending this conference, you will:

  • Learn about the current developments in the Scottish law of succession
  • Gain insights into the practical challenges in using trusts in succession and estate planning
  • Hear overviews of the latest practice updates
  • Get top-tips from experts on the aspects to keep in mind when dealing with digital assets and cross-border issues
  • Receive guidance on key considerations when challenging a will
  • Refresh your understanding of the use of trusts in succession planning
Speakers
Policy Manager, Law Society of Scotland
Senior Consultant Tax and Trusts , Technical Connection Ltd
Associate , Brodies LLP
Partner, Bannantyne Kirkwood France & Co
Partner, Burness Paull
International Asset Services Manager, Finders International
Senior Associate & Solicitor Advocate, Brodies LLP
Associate , Brodies LLP
Product Manager , The National Will Register at Advanced
Mediator and Negotiation Consultant, Squaring Circles
Partner and Head of the Private Wealth and Tax, Shepherd and Wedderburn LLP
Partner, Anderson Strathern
Partner, Private Client Services, Lindsays LLP
Best Practice Advisor, Scottish Legal Complaints Commission
Partner and Head of Private Client, Wright, Johnston & Mackenzie
Day One: Tuesday 24 May | Wills: Practice, Challenges and the Future

Alison McNab
Policy Manager, Law Society of Scotland

Barbara Gardener
Senior Consultant Tax and Trusts , Technical Connection Ltd

Alan Eccles
Partner, Bannantyne Kirkwood France & Co

Alison McNab
Policy Manager, Law Society of Scotland

Jamie Reekie
Senior Associate & Solicitor Advocate, Brodies LLP
12:25 - 12:55 Breakouts: Please choose your session

Louise Levene
International Asset Services Manager, Finders International
  • Keeping track of assets, with a focus on those held digitally and the issues that come up when information assets located overseas gets lost or out of date.
  • The challenges of privacy and security restrictions for digital (and all others) assets overseas
  • What happens when an owner’s death takes place; paperwork; permissions; legal obstacles
Day Two: Wednesday 25 May |Executries & Trusts: Challenges and Best Practice Updates

Alison McNab
Policy Manager, Law Society of Scotland

Astrid Bowser
Product Manager , The National Will Register at Advanced

Sandy Lamb
Partner, Private Client Services, Lindsays LLP

Chair

Alison McNab
Policy Manager, Law Society of Scotland
11:35 - 12:05 Breakouts: Please choose your session

Susan Williams
Best Practice Advisor, Scottish Legal Complaints Commission

Rachael Bicknell
Mediator and Negotiation Consultant, Squaring Circles

Chair

Alison McNab
Policy Manager, Law Society of Scotland

Chair

Alison McNab
Policy Manager, Law Society of Scotland

Ian Macdonald
Partner and Head of Private Client, Wright, Johnston & Mackenzie

Gillian Campbell
Partner and Head of the Private Wealth and Tax, Shepherd and Wedderburn LLP

Carole Tomlinson
Partner, Anderson Strathern

Chair

Alison McNab
Policy Manager, Law Society of Scotland
Testimonials

"I found today's Wills, Trusts and Executries Conference enjoyable, enlightening and a good use of my time. Many thanks to all involved, from the speakers to everyone behind the scenes making it run smoothly."

"It was an excellent organization, presentation and the speakers share their vast experience which made the Conference very practical. Bravo!"

Ignacio Chanza-Jordan, Spanish + Scottish Law Practice

"Very impressed by the Wills, Trusts and Executries Conference delivered via Zoom. Speakers excellent and format worked well."

Prices

prices exclude VAT

Member:
£229.00
 
New lawyer:
£194.65
 
Non-member:
£263.35
 
Unemployed member:
£0.00
 

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