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AWI, Guardianship and Elder Client Conference 2024 On-demand

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  5. AWI, Guardianship and Elder Client Conference 2024 On-demand
Location & Date
Location: Online
Date: Event is on-demand
Training Details
On-demand
On-demand:

After registering for this CPD you will have access to view it online at your convenience

CPD Hours: 6
Register & Details
Book Now Tell A Friend Contact Us View prices
6 hours verifiable CPD 

Watch our AWI, Guardianship and Elder Client Conference 2024.

The programme focuses on the latest updates and practical guidance on:

  • Trusts and Succession (Scotland) Act 2024
  • New guidance on Powers of Attorney
  • Advising elder clients on asset protection
  • The latest from the Scottish Government on mental health law reform and the recently announced consultation on the AWI Amendment Act
  • Minimising delay in Guardianship and Intervention Orders
  • Handling executry disputes

By watching this conference, you will:

  • Enhance your knowledge on the latest caselaw, as well as guidance from the OPG on Powers of Attorney
  • Learn about key changes forthcoming under Trusts and Succession (Scotland) Act 2024
  • Gain insight on myth-busting asset protection for elder clients
  • Learn about the most recent developments in mental health law reform
  • Enhance your understanding of how to minimise the risk of delays in Guardianship and Intervention Orders

Speakers

Emily Pike
Conference Chair
Emily Pike
Partner
Brodies LLP
Lynda Towers
Conference Chair
Lynda Towers
former Government lawyer, former Director of Public Law and current visiting professor at the University of Strathclyde
Dianne Millen
Dianne Millen
Legal Director
BTO Solicitors
Sandra McDonald
Sandra McDonald
Advisor, Author and Ex-Public Guardian for Scotland
Jill Stavert
Jill Stavert
Professor of Mental Health and Capacity Law
Lead, Centre for Mental Health Practice, Policy and Law Research at Edinburgh Napier University
Stephanie Hepburn
Stephanie Hepburn
Partner
Shepherd and Wedderburn
Stewart Dunbar
Stewart Dunbar
Legal Director
Gillespie Macandrew LLP
Louise Levene
Louise Levene
International Asset Services Manager
Finders International
Matthew Thomson
Matthew Thomson
Client Executive
Lockton
Anna Forsyth
Anna Forsyth
Risk Management Associate
Lockton

Session One

Welcome and Introduction
Emily Pike
Emily Pike
Partner, Brodies LLP
1 Speaker
Future proofing your Power of Attorney template
Sandra McDonald
Sandra McDonald
Advisor, Author and Ex-Public Guardian for Scotland
1 Speaker
Questions and discussion
Sandra McDonald
Sandra McDonald
Advisor, Author and Ex-Public Guardian for Scotland
1 Speaker
Guardianship and Intervention Orders – minimising the risk of delays
Dianne Millen
Dianne Millen
Legal Director, BTO Solicitors
1 Speaker
Questions and discussion
Dianne Millen
Dianne Millen
Legal Director, BTO Solicitors
1 Speaker

Session Two

Assessing client capacity: good practice when working with vulnerable clients
Sandra McDonald
Sandra McDonald
Advisor, Author and Ex-Public Guardian for Scotland
1 Speaker
Questions and discussion
Sandra McDonald
Sandra McDonald
Advisor, Author and Ex-Public Guardian for Scotland
1 Speaker
How to prevent claims from private client work
Matthew Thomson
Matthew Thomson
Client Executive, Lockton
Anna Forsyth
Anna Forsyth
Risk Management Associate, Lockton
2 Speakers
Questions and discussion
Matthew Thomson
Matthew Thomson
Client Executive, Lockton
Anna Forsyth
Anna Forsyth
Risk Management Associate, Lockton
2 Speakers
Close of Day One

Session Three

Welcome and Introduction
Lynda Towers
Lynda Towers
former Government lawyer, former Director of Public Law and current visiting professor at the University of Strathclyde
1 Speaker
Estates due diligence: verifying heirs And foreign assets
Louise Levene
Louise Levene
International Asset Services Manager, Finders International
1 Speaker
Questions and discussion
Louise Levene
Louise Levene
International Asset Services Manager, Finders International
1 Speaker
AWI Consultation and what it means for reform
Jill Stavert
Jill Stavert
Professor of Mental Health and Capacity Law, Lead, Centre for Mental Health Practice, Policy and Law Research at Edinburgh Napier University
1 Speaker
Questions and discussion
Jill Stavert
Jill Stavert
Professor of Mental Health and Capacity Law, Lead, Centre for Mental Health Practice, Policy and Law Research at Edinburgh Napier University
1 Speaker

Session Four

Trusts and Succession (Scotland) Act 2024 – an overview of key changes
Stewart Dunbar
Stewart Dunbar
Legal Director, Gillespie Macandrew LLP
1 Speaker
Questions and discussion
Stewart Dunbar
Stewart Dunbar
Legal Director, Gillespie Macandrew LLP
1 Speaker
Handling executry disputes – key issues and good practice
Stephanie Hepburn
Stephanie Hepburn
Partner, Shepherd and Wedderburn
1 Speaker
Questions and discussion
Stephanie Hepburn
Stephanie Hepburn
Partner, Shepherd and Wedderburn
1 Speaker
Close of Conference
Prices (prices exclude VAT)
Member:
£253.05
New member:
£215.09
Non-member:
£291.01
Unemployed member:
free

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Additional

Sponsored by

St. James's Place

Wealth management partners

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Finders International

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

Read more about Finders International
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