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.|
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.
This session will look at the definition of capacity, explaining the concepts in practice and consider the use of a checklist to steer assessment.
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.
Taking into account the views expressed by the Scottish Government in February 2019 and May 2020.
Legal rights have been with us for many years.
Trustees and Executors are increasingly being challenged in relation to their decisions in the administration of a Trust or an Executry Estate.
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.
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.