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Wills, Trusts and Executries Conference 2023 On-demand

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  5. Wills, Trusts and Executries Conference 2023 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 the recording to hear about key legal and practice developments; improve your knowledge of trust and executry accounting do’s and don’ts; best practice guidance on how to deal with family business succession planning, and much more. Our expert speakers discussed ways stay up to date with current issues and share insights on more specialised practice points throughout the conference.

Learning outcomes:

  •  Learn about the current developments in Inheritance Tax mitigation to get the best results for your clients
  •  Gain insights into the practical challenges when administering executries
  •  Obtain an overview of the latest practice updates
  •  Refresh your understanding of the use of trusts in succession planning
  •  Get top-tips from experts on the aspects to bear in mind when dealing with contentious estates
  •  Acquire guidance on managing risk as a private client practitioner

Speakers

Susan Williams
Susan Williams
Best Practice Advisor
Scottish Legal Complaints Commission
Ally Thomson
Ally Thomson
Director
Hey Legal
Kimberley Mackay
Kimberley Mackay
Head of Private Client Law
Watermans
Elaine MacGlone
Elaine MacGlone
Equality and Diversity Manager
Law Society of Scotland
Julie Doncaster
Julie Doncaster
Partner
Harper Macleod LLP, Inverness
Euan Fleming
Euan Fleming
Partner
Burness Paull
Jamie Reekie
Jamie Reekie
Senior Associate & Solicitor Advocate
Yvonne Evans
Yvonne Evans
Senior Lecturer in Law
Steven Hill
Steven Hill
Managing Director and Accredited Legal Technologist
Denovo
Alan Barr
Alan Barr
Partner
Brodies
Mark Traynor
Mark Traynor
Director
Alex Quinn & Partners Limited
Paul Harrison
Paul Harrison
Law Accountant
Alex Quinn & Partners Limited

Day One - Wills, Trusts and Executries Conference

Welcome and introduction from Chair
Kimberley Mackay
Chair
Kimberley Mackay
Head of Private Client Law, Watermans
1 Speaker
Succession planning for family businesses
Julie Doncaster
Julie Doncaster
Partner, Harper Macleod LLP, Inverness
1 Speaker
Executry administration best practice
Euan Fleming
Euan Fleming
Partner, Burness Paull
1 Speaker
Questions and discussion (joint for sessions 1 and 2)
1 Speaker
Risk Management for Private Client Practitioners - Dealing better with complaints
Susan Williams
Susan Williams
Best Practice Advisor, Scottish Legal Complaints Commission
1 Speaker
Hey Legal Hour - Intro to Hey Legal and How Artificial Intelligence can benefit Scottish Wills, Trusts and Executry Lawyers
Ally Thomson
Ally Thomson
Director, Hey Legal
1 Speaker
Close of Day 1 by Chair
1 Speaker
End of Day 1
1 Speaker
Optional drop-in session: How to become a Law Society of Scotland Accredited Specialist in Private Client Tax Law/ Trusts Law
Elaine MacGlone
Elaine MacGlone
Equality and Diversity Manager, Law Society of Scotland
1 Speaker

Day Two: Wills, Trust and Executries Conference

Welcome and introduction from Chair
Kimberley Mackay
Chair
Kimberley Mackay
Head of Private Client Law, Watermans
1 Speaker
Contentious estates - Disputes over Wills and Trusts
Jamie Reekie
Jamie Reekie
Senior Associate & Solicitor Advocate
1 Speaker
Trust and Succession (Scotland) Bill - Scottish Law Commission review
Yvonne Evans
Yvonne Evans
Senior Lecturer in Law
1 Speaker
Questions and discussion (joint for sessions 1 and 2)
1 Speaker
Transforming the Executry Process
  • Learn the key benefits of adding inventory items to CaseLoad to get a true picture of the executry
  • Explore the power of document automation to streamline routine tasks, reduce manual effort and minimise risk
  • Produce HMRC forms in seconds to save time and reduce potential errors in the data input
Steven Hill
Steven Hill
Managing Director and Accredited Legal Technologist, Denovo
1 Speaker
Trust and Executry Feeing
  • Best Practice
  • Terms of Business
Mark Traynor
Mark Traynor
Director, Alex Quinn & Partners Limited
Paul Harrison
Paul Harrison
Law Accountant, Alex Quinn & Partners Limited
2 Speakers
Legal rights - how best to advise your clients
Alan Barr
Alan Barr
Partner, Brodies
1 Speaker
Questions and discussion (joint for session 3,4 and 5)
1 Speaker
Close of conference by Chair
1 Speaker
Prices (prices exclude VAT)
Member:
£253.05
New member:
£215.09
Non-member:
£291.01
Unemployed member:
free

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