Private Client
Grave Matters: Death Benefits
March 29th
Glasgow
Death Benefits and Post-Death Planning
March 29th
2 - 5pm
Speaker: Alan Eccles
Today's practitioners can easily miss out on growth and opportunity and make mistakes when it comes to this complex area of private client law. It is easy to think about houses, cash in the bank and investments as assets that need protection and planning. However, in many cases, value contained in various death benefits is the key wealth to consider.
In addition to these important benefits, this event will also take the opportunity to look at wider post-death planning topics such as deeds of variation, loss relief issues, and other matters that crop up after a death. All of these issues can make a significant difference to who benefits, how they benefit, and the tax treatment.
Content will include:
The event begins at 2pm. Delegate registration is open from 1:30pm.
Alan 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".
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.
