Estate Research: Scots Law Private Client Conference – Edinburgh

After the success of our 2022 and Spring 2023 events, we are hosting two more conferences for 2023 – one in Edinburgh and one in Glasgow, with both conferences bringing together leading legal experts in Scots law to reflect on the challenges and updates in Estate Administration. We hope each event will be an opportunity to maximise learning – offering 6 hours of face-to-face CPD training.

As well as training talks delivered by the speakers, the event will also host an “Ask the Experts” panel session, where delegates can put their questions to the conference speakers.
A buffet lunch and refreshments throughout the day will be provided at both venues. These events will prove very popular and places are limited so be sure to register early to avoid disappointment.

Agenda is as follows:

Kimberley MacKay (Watermans Solicitors) – Planning for care home fees in Scotland

Kimberley Mackay explains the fundamental considerations when planning for care home fees in Scotland including:

• How can I ensure I have enough funds to pay for my preferred care home?
• Can I transfer my house to avoid care home fees?
• The CRAG rules – Charging for Residential Accommodation Guide
• Family Protection Trusts – do they work?
• Will drafting to protect assets from care home fees
• Deeds of Variation / Legal Rights

Dominic Hendry (Estate Research) – Horror Stories from Executry cases in Scotland

Dominic Hendry, Head of Private Client at Estate Research retells some of his executry horror stories and advises practitioners on how they can avoid the same mistakes. Through examples and case studies, practitioners will learn common misconceptions and errors within estate matters which in turn will help them minimise or eliminate risks in testate and intestate cases.

Mark McKeown (Turcan Connell) – Charitable Legacies: Developments, Duties and Drafting Points

Leaving a legacy to charity under a Will is not as straightforward an exercise as it might appear.  We will cover the general background to the law on leaving legacies to charity, considering recent case law and points on drafting and inheritance tax.  We will also consider the new Register of Charity Mergers, established under the Charities (Regulation and Administration) (Scotland) Act 2023, and its interaction with charitable legacies.

John Kerrigan (Blackadders) – Survivorship Destinations

• The origin of Survivorship Destinations
• Why do we still use them?
• What problems do they cause?
• Should they be abolished?

“Ask the Experts” Panel Session with John Kerrigan, Kimberley Mackay & Alan Eccles

Alan Eccles (BKF) – Kaye’s executor: The case with a little bit of everything

This session will use the recent case of Kaye’s executor to cover a range of key private client topics.  The case offered a veritable smorgasbord of estate planning issues.   From inheritance tax, charities, duties of and decision-making by attorneys, deeds of variation, power of attorney drafting and construction, intervention orders in estate planning and remedies in private client cases.  The case also featured the apparent curious case of the double court citation.         

Tickets are £85 +VAT per person.

If you have any questions, please email hayley@estateresearch.co.uk