Private Client

Client Meetings for Lifetime Planning and Executries

September 29th 2022

Virtual Seminar

Client Meetings for Lifetime Planning and Executries: how to create opportunity and minimise risk

September 29th 2022

2 - 5pm

Speaker: Alan Eccles

Virtual Seminar

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3hrs CPD

The initial meeting with a new client or existing client for a review or new piece of work is critical. This seminar will consider the risk and opportunity in those meetings to help attendees best cover the range of issues that can crop up … including issues the clients don’t think they are coming to talk about but which the lawyer should and needs to cover.  We will also look at the importance of the initial meeting in an executry including topics to be covered, information to be gathered and the vital early advice executors need to be given in different types of estate.

This seminar will cover the following:

  • Taking initial instructions
  • The classic points relevant to wills
  • Hidden issues which can affect will writing
  • Wider succession planning topics
  • We will also cover areas the lawyer might not advise on – how to manage the risk and help the client:

  • Tax points to cover
  • What to cover in an executry meeting
  • How to describe executor duties
  • Duties and obligations on executors in more complex and high value cases
  • Difficult meetings, gaps in information-gathering and getting the matter over the line and complete
  • The event begins at 2pm. Delegate registration is open from 1:30pm.

    Alan's work covers three main areas: charities, private client and parliamentary matters.

    Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. As part of his private client advice Alan often advises on incapacity law (powers of attorney, court appointed guardianship and other methods of managing the affairs of those less able to do so). This has involved acting in some of the leading Sottish cases on incapacity law and estate and succession planning. A regular commentator on incapacity law matters, Alan's written work has been referred to in judicial decision making. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".

    He was previously a member of the legal staff at the Scottish Law Commission and currently lectures at the University of Strathclyde in property, trusts and charities. Alan has also tutored private client law at the University of Glasgow.

    Alan was a member of the Council of the Law Society of Scotland from 2007 to 2009 and the Society's Education and Training Committee from 2007 to 2012. He is currently a member of the Society's Charity Law and Mental Health and Disability Law Committees.