Private Client

Trusts in 2022

On Demand


Trusts in 2022: current advice and drafting issues

On Demand

Speaker: Alan Eccles


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3hrs CPD

This seminar will look at key points for those drafting and advising on Scottish trusts. The session will consider when trusts could be useful, the types of trust to use in different situations, critical drafting points, administration and tax points that should be considered at the outset of a trust and during the life of the trusts as well as wider trust law advice issues which are currently cropping up.

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
  • Current trust law advice issues
  • 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.