Private Client

Wills, Trusts, and Estates

April 30th 2026

Virtual Seminar

Wills, Trusts and Estates: best practice, identifying risk and avoiding claims

April 30th 2026

2 - 5pm

Speaker: Lorna Christine

Virtual Seminar

Book Now

£180+VAT

3hrs CPD

This session will provide a blueprint for best practice in wills, trusts and estates matters which will not only improve client service but also help solicitors identify and manage risk. The seminar will also recognise the challenges and risks that can stem from more complex family structures as well as wider family dynamics. The event will be of interest to all solicitors and advisers working on private client matters at all levels.

The discussion will cover topics and issues including:-

  • Likely problem areas
  • The client ‘journey’
  • Scoping and risk
  • Knowing the clients and assets: fact-finding risks and hindsight
  • Will drafting risks
  • Power of attorney and vulnerable client risks
  • Gifting risks
  • Trust drafting considerations
  • Risk after a trust deed is complete and the ongoing management of the trust
  • Planning ahead to deal with executry administration risk
  • Particular technical risks such as accretion, survivorship destinations and charities
  • 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.