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Wills, trusts and executries conference

Date: 28th January 2020

Time: 09:00 - 16:05

Location:
Glasgow
200 SVS
200 St Vincent Street
G2 5RQ

CPD Hours: 5hours 30minutes

During this conference our expert speakers will discuss the latest developments, future scenarios and core challenges in various areas of wills, trusts and executry work, providing you with practical guidance and case law updates throughout the day.

Book by Friday 13 December to save 20% with our Early Bird rate

5.5 hours verifiable CPD

The law of succession is evolving rapidly, with new and upcoming developments affecting various areas of private client work. From the rise of modern family structures to the challenges posed by an increasingly digital world, there are many aspects that practitioners need to keep up-to-date with.

During this conference our expert speakers will discuss the latest developments, future scenarios and core challenges in various areas of wills, trusts and executry work, providing you with practical guidance and case law updates throughout the day.

You will also have plenty of opportunities to discuss and network with peers and colleagues, and to ask questions on specific matters affecting your practice.

Are you a solicitor who specialises in Trusts law  or Private Client Tax Law and would like to develop your career in either of these areas? If so you may want to think about applying to  become an Law Society of Scotland accredited specialist. To find out more see Accredited Specialism.

Learning outcomes

By attending this conference, you will:

  • Gain insights into current developments in the Scottish law of succession; 
  • Explore the practical and legal issues posed by digital assets and electronic communication;
  • Increase your understanding of the main differences between Scottish and English law of succession, and the aspects to keep in mind when dealing with cross-border assets;
  • Refresh your knowledge of the use of trusts and tax developments in succession planning; 
  • Hear about key challenges and recent cases around contentious executries and succession planning for family businesses;
  • Get cross-discipline tips from family law experts into key areas of private client work.
Confirmed speakers
  • John Kerrigan, Consultant, Private Client, Blackadders LLP, Chair
  • Alison Edmondson, Director, SKO Family Law Specialists
  • Simran Panesar-Saggu, Associate, Turcan Connell
  • Peter Murrin, Partner, Turcan Connell
  • John McArthur, Partner, Gillespie Macandrew LLP
  • Eilidh M. Scobbie, Partner, Burnett & Reid LLP
  • Alan Eccles, Partner, Brodies
  • Ian Macdonald, Partner, Wright, Johnston & Mackenzie LLP
  • Susan Hoyle, Partner, Wright, Johnston & Mackenzie LLP
  • 09:00 - 09:30

    Registration and refreshments
    • Overview of current developments in the Scottish law of succession

    Speaker
    John Kerrigan, Consultant, Private Client, Blackadders LLP
  • 09:50 - 10:10

    The challenges of the digital age

    • Key issues around digital assets: practical consideration
    • 'Paperless' wills: key issues and discussion of cases from abroad

    Speaker
    Simran Panesar-Saggu, Associate, Turcan Connell

    10:10 - 10:50

    Will making in Scotland and England: cross-border considerations

    • Succession law in Scotland and England: the main differences and the points to keep in mind
    • Key issues around cross-border assets and succession

    Speaker
    Alan Eccles, Partner, Brodies

    10:50 - 11:00

    Questions and discussion

  • 11:00 - 11:15

    Refreshments and networking
  • 11:15 - 11:55

    The use of trusts in estate planning

    • The concept and types of trust, the powers and duties of trustees: a refresher
    • Practical examples of trust in practice and common areas of dispute
    • Case law update

    Speaker
    Peter Murrin, Partner, Turcan Connell

    11:55 - 12:35

    Tax law update

    • IHT Reliefs and Exemptions including things to look out for (APR/BPR/Gifts)
    • The residence Nil Rate Band and its issues
    • The OTS report and its possible implications
    • Recent developments in IHT, tax planning and how they affect Will Drafting
    • LBTT and how it affects gifting and Trusts

    Speaker
    John McArthur, Partner, Head of Tax, Gillespie Macandrew

    12:35 - 12:45

    Questions and discussion

  • 12:45 - 13:25

    Lunch and networking
  • 13:25 - 14:05

    Dealing with contentious executries

    • Common causes of dispute
    • Managing executries to minimise risk: some top tips
    • Discussion of recent cases

    Speaker
    Eilidh Scobbie, Partner, Burnett & Reid

    14:05 - 14:45

    Succession and tax planning for family businesses

    Speakers
    Ian Macdonald, Partner, Wright, Johnston & Mackenzie LLP
    Susan Hoyle, Partner, Wright, Johnston & Mackenzie LLP

    14:45 - 14:55

    Questions and discussion

  • 14:55 - 15:10

    Refreshments and networking
  • 15:10 - 15:30

    Family law considerations on key issues around family businesses

    Speaker
    Alison Edmondson, Director, SKO Family Law Specialists

    15:30 - 16:00

    Panel discussion: What's on the horizon for private client practitioners?

  • 16:00 - 16:05

    Closing remarks

Prices

prices exclude VAT

Member:
£215.68
 
New member:
£179.38
 
Accredited Paralegal:
£179.38
 
Trainee:
£179.38
 
Unemployed member:
£166.56
 
Non-member:
£228.49
 

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