Private Client

Drafting Trusts

October 24th


Drafting trusts: key points and avoiding risks

October 24th

2 - 5pm

Speakers: Willie Grant; Alan Eccles

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£135+VAT (Member price)

3hrs CPD

This seminar will look at key points for the drafter of Scottish trusts. The session will benefit from featuring as a speaker, Willie Grant, co-author of leading textbook, Drafting Trusts and Will Trusts in Scotland a Modern Approach.

The topics covered at this seminar will include:-

  • Taking instructions
  • Key factors to consider before drafting a trust
  • What the client needs to understand before creating a trust
  • Should you be using a trust?
  • Reasons for a trust
  • What type of trust should be used?
  • Tax consequences and treatment in the drafting of a trust: the good and bad
  • Key clauses
  • Drafting considerations beyond the drafting of the trust deed
  • Special types of trust and drafting pointers

  • The event begins at 2pm. Delegate registration is open from 1:30pm.

    Wille Grant graduated from Cambridge University with an M.A. in English Literature in 1978. He then undertook Basic Army Training, passing the Regular Commissions Board before embarking on a legal career by sitting the Law Society of Scotland exams. In his Diploma in Professional Legal Practice Willie won the Law Society Prize in Wills, Trusts and Executries and the Joseph Mellick prize in Advocacy and Pleading. He first joined Mitchells Roberton as a private client partner in 1991 remaining there until 2002 before being called to the Bar. In 2005 Willie returned to Mitchells Roberton as a full time consultant and knowledge management adviser. He provides in-house advice to Partners and staff, drafting letters of advice for clients and bespoke drafting.

    Alan Eccles is a Partner in Brodies LLP, based in Glasgow. His 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".