Estate Research host a suite
of free Expert Webinars

Presented by Lesley King, Dominic Hendry
and James Beresford

Estate Research are hosting a suite of Scottish Private Client updates. Each one will be delivered by industry-leading experts – Sandra McDonald and John Kerrigan.

Aim To provide an update for Private Client practitioners in Scotland.
Outcome Participants will be able to train on some of the practical issues affecting the profession at this time regarding Estate administration and reflect what they learn on their own practice.
Webinar dates & agenda
The Power of Attorney
Sandra Mcdonald
Wednesday 8th July 2020
11 am – 12 pm

This session will look at the more common issues which arise for attorneys when trying to use a Power of Attorney and thus, what can be done at the time of drafting to mitigate against these.

Capacity assessing – 51 shades of grey
Sandra Mcdonald
Wednesday 15th July 2020
11 am – 12 pm

This session will look at the definition of capacity, explaining the concepts in practice and consider the use of a checklist to steer assessment.

To regard or disregard, that is the question
Sandra Mcdonald
Wednesday 22nd July 2020
11 am – 12 pm

This session will look at the requirement to support a person’s autonomous decision making, as well as the requirement to respect their rights, will and preferences.

Latest update on Succession Law Reforms
John Kerrigan
Thursday 9th July 2020
11 am – 12 pm

Taking into account the views expressed by the Scottish Government in February 2019 and May 2020.

Legal Rights
John Kerrigan
Thursday 16th July 2020
11 am – 12 pm

Legal rights have been with us for many years.

  • Should they be reformed?
  • Should they be extended to a deceased person’s heritable property?
  • How are they calculated and what are the disputes which can arise in relation to such calculation?
Trustee Immunities & Indemnities
John Kerrigan
Thursday 23th July 2020
11 am – 12 pm

Trustees and Executors are increasingly being challenged in relation to their decisions in the administration of a Trust or an Executry Estate.

  • What protections can be built in for Trustees and Executors?
  • What actions can Trustees and Executors take to protect themselves?
  • Where might Trustees and Executors be found liable personally for legal expenses in relation to a litigation?
our speakersSandra McDonald

Sandra McDonald is the Former Public Guardian for Scotland and Director at EX-PG. For 14 years (2004-2018) she was the Public Guardian for Scotland. The Public Guardian supports as well as supervises those appointed, under the Adults with Incapacity (Scotland) Act 2000, to administer the affairs of persons with incapacity.

Sandra offers mental capacity/incapacity advice and training, drawing on the breadth and wealth of her experience as Public Guardian.

our speakersJohn Kerrigan

John is a consultant with Blackadders, solicitors, Glasgow. He is a member of the Law Society of Scotland Sub-Committee on Trusts and Succession. As a Senior Tutor, he taught for 12 years at the Glasgow Graduate School of Law. Estate planning, tax mitigation and Powers of Attorney all fall under his scope, as well as the negotiations involved in contentious estates.

John wrote ‘Drafting for Succession’ which is now in its second edition and compiled Greens’ styles of Powers of Attorney and Petitions for Financial Guardianship. He regularly writes articles for legal magazines and publications.

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