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Wills, Trusts and Executries Conference 2024 On-demand

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  5. Wills, Trusts and Executries 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
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6 hours verifiable CPD

Watch our annual Wills, Trusts and Executries Conference, where we bring together experts in the field to explore the latest insights shaping the landscape of estate planning and executries.

We will put the spotlight on the recently enacted Trusts and Succession (Scotland) Act 2024 and other legislative and case law updates. Our expert speakers will also discuss key issues relating to taxation, cross-border estate planning and dispute resolution, along with issues specific to Scots law, such as legal rights and survivorship destinations.

Learning outcomes:

  • Gain insight into case law and legislative updates affecting wills, trusts and executries
  • Refresh your practical skills relating to trusts, taxation and registration
  • Enhance your confidence in advising clients in relation to cross-border estates and in acting where disputes arise
  • Understand key Scots law-specific doctrines such as legal rights and survivorship destinations

Speakers

Ruthven Gemmell
Conference Chair
Ruthven Gemmell
Consultant Solicitor
Murray Beith Murray LLP
Roddy MacLeod
Roddy MacLeod
Advocate
Terra Firma Chambers
Carole Tomlinson
Carole Tomlinson
Partner
Anderson Strathern
John McArthur
John McArthur
Partner, Head of Tax and Co-Head of Private Client
Gillespie Macandrew LLP
Annie Pearson
Annie Pearson
Associate
Ally Thomson
Ally Thomson
Director
Hey Legal
Stewart Gibson
Stewart Gibson
Senior Associate
Brodies LLP
Graeme Dickson
Graeme Dickson
Partner
Thorntons Law LLP
Sandy Lamb
Sandy Lamb
Partner, Private Client Services
Lindsays LLP
Steven Hill
Steven Hill
Managing Director and Accredited Legal Technologist
Denovo
Stephanie Hepburn
Stephanie Hepburn
Partner
Shepherd and Wedderburn
David Smith
David Smith
Associate
Turcan Connell
Fraser McDonald
Fraser McDonald
Senior Solicitor
Turcan Connell

Day One: Case Law and Legislative Updates

Welcome and Introduction
Ruthven Gemmell
Ruthven Gemmell
Consultant Solicitor, Murray Beith Murray LLP
1 Speaker
Case Law Update
Roddy MacLeod
Roddy MacLeod
Advocate, Terra Firma Chambers
1 Speaker
Legislative Update
David Smith
David Smith
Associate, Turcan Connell
Fraser McDonald
Fraser McDonald
Senior Solicitor, Turcan Connell
2 Speakers
Joint questions and discussion with speakers from Session 1

Session Two: Trusts and Taxation

Welcome Back
The Trusts and Succession (Scotland) Act 2024: Practical Guidance Following Enactment
Carole Tomlinson
Carole Tomlinson
Partner, Anderson Strathern
1 Speaker
Trusts and Taxation
John McArthur
John McArthur
Partner, Head of Tax and Co-Head of Private Client, Gillespie Macandrew LLP
1 Speaker
Joint questions and discussion with speakers from Session 2
Transition to Breakout Rooms

Breakout Rooms

Breakout 1: Spot the Settlor: Key Issues in Settled Trusts
Annie Pearson
Annie Pearson
Associate
1 Speaker
Breakout 2: Legal Tech Update: AI in Private Client Practice and more…
Ally Thomson
Ally Thomson
Director, Hey Legal
1 Speaker
Close of Day 1
End of Day 1

Day Two: Session Three: Wills and Executries

Welcome and Introduction
Ruthven Gemmell
Ruthven Gemmell
Consultant Solicitor, Murray Beith Murray LLP
1 Speaker
Estate Planning in a Globalised World
Stewart Gibson
Stewart Gibson
Senior Associate, Brodies LLP
1 Speaker
Survivorship Destinations
Graeme Dickson
Graeme Dickson
Partner, Thorntons Law LLP
1 Speaker
Legal Rights
Sandy Lamb
Sandy Lamb
Partner, Private Client Services, Lindsays LLP
1 Speaker
Joint questions and discussion with speakers from Session 3

Breakout Rooms

Breakout 1: Effectively Using Executry Case Management Systems with Denovo
Steven Hill
Steven Hill
Managing Director and Accredited Legal Technologist, Denovo
1 Speaker
Breakout 2: Finders International Session

Session Four: Executry Management and Dispute Resolution

Alternative Dispute Resolution in Contentious Executry Matters
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 Day 2
End of Conference
Prices (prices exclude VAT)
Member:
£253.05
New member:
£215.09
Non-member:
£291.01
Unemployed member:
free

Contact Us

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Additional

Sponsored by

Denovo Business Intelligence

Case management & workflow software solutions that can be customised to suit your practice needs

Read more about Denovo Business Intelligence
Finders International

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

Read more about Finders International
Exizent

A cloud-based platform that allows your members and their teams to manage executry work from start to finish with a better user experience.

Read more about Exizent
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