Private Client

What happens in an executry?

September 25th, 2025

Virtual Seminar

What happens in an executry? Beginning, middle and end… and the twists and turns

September 25th, 2025

2 - 5pm

Speaker: Lorna Christine

Virtual Seminar

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£180+VAT

3hrs CPD

This webinar is a chance to step back and consider the key parts of an executry. 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 administration of an estate, problem and difficult issues that can arise (from almost nowhere) will be featured too.

The session will cover topics such as:-

  • The key stages of an estate
  • Intestate and testate issues
  • Dealing with more complex assets
  • Dealing with more complex beneficiaries
  • Dealing with more ‘hostile’ participants
  • Legal rights and other ‘challenges’
  • Executor duties and responsibilities
  • Tax matters and key tax points and risk - e.g. asset values going up and down
  • Business asset points
  • Properties in estates
  • Post death estate planning considerations
  • Non estate assets… e.g. trusts and death benefits
  • The event begins at 2pm. Delegate registration is open from 1:30pm.

    Lorna is a Partner in Blackadders' Private Client team.

    Based in the Dundee office, Lorna has over 20 years of experience in the private client field. She gives advice on all areas of private client including wills, powers of attorney, administration of estates, inheritance tax planning and creation and administration of trusts.

    She enjoys building long term relationships with clients and aims to give practical, straightforward advice in an area of law that is increasing in complexity.

    Lorna sits as a Trustee on a number of charitable trusts and is a board member of Tenovus Tayside & North East Fife. She is a former module organiser and tutor on the Diploma in Legal Practice at Dundee University and a former examiner for the Society of Trust & Estate Practitioners.