Private Client

The Life And Times Of A Trust

May 13th 2021

Virtual Seminar

The Life And Times Of A Trust

May 13th 2021

2 - 5pm

Speaker: Alan Eccles

Virtual Seminar

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£180+VAT

3hrs CPD

This seminar will look at key steps in the establishment, life, and the ending of a trust. It will cover what should be considered when advising on the use of trusts including important tax considerations.

Topics will include:

  • Round-up of recent trust law cases
  • Current situations in which trusts are used
  • Key aspects of different types of trusts including discretionary trusts through to trusts for vulnerable beneficiaries
  • Will trusts and executry related trusts matter including inheritance tax interactions
  • Trust taxation including annual tax reporting
  • ‘Problem’ trusts situations such as life policy trusts, lapsed trusts and ending trusts
  • Charitable trusts
  • The event begins at 2pm. Delegate registration is open from 1:30pm.

    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.