Private Client

Setting up and running a trust

August 15th 2024

Virtual Seminar

What happens when setting up and running a trust? Navigating a path from the creation of trust, through its life and its end

August 15th 2024

2 - 5pm

Speaker: Alan Eccles

Virtual Seminar

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3hrs CPD

This webinar is a chance to step back and consider the key parts in dealing with trusts. The session will be useful for those new to this work as well as more experienced practitioners. As well as looking at what happens in the ordinary course of the trust set up, administration and ending a trust, problem and difficult issues that can arise (from almost nowhere) will be featured too.

The session will cover topics such as:-

  • Points to consider when advising on the use of trusts
  • When are trusts useful?
  • Types of trust
  • Trust drafting points
  • Tax on the establishment of a trust
  • Who can be, should be and will be the trustees and beneficiaries?
  • Types of assets and trust suitability
  • Trust administration… legal and tax
  • Does the trust need to change at any point?
  • Trustee duties and beneficiary rights
  • How does the Trusts and Succession (Scotland) Bill affect future practice?
  • Trust distributions
  • Key milestones for trusts… ages and anniversaries
  • Special trust regimes… charities and vulnerable beneficiaries
  • 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.