It's the Law - Wills, trusts and succession
 Wednesday, 18 October 2017  
09:00 - 09:30Registration, exhibition and refreshments
09:30 - 09:45Welcome and introduction
Tom Monteith, Partner, Harper Macleod
09:45 - 10:20The residence nil rate band and generational planning with pensions
Roy Smith, Chartered Financial Planner and Director, Tilney
  • The Residence Nil Rate Band, definition and reach
  • Issues with discretionary will trusts, death bed gifts and deeds of variation
  • The new pension rules and the ability to pass on a pension tax efficiently
10:20 - 10:30Questions and discussion
10:30 - 11:05Who is a parent? Assisted reproductive technologies and legal parentage: what you need to know
Alison Edmondson, Director, SKO Family Law Specialists
An overview of recent case law and current controversies in relation to:
  • Parenthood in assisted reproduction
  • Importance of legal parentage - who are the child’s legal parents?
  • Surrogacy, Parental orders & requirements of s54 of Human Fertilisation & Embryology Act 2008
  • Consideration of recent case law
  • What next for parental orders - possible reform
11:05 - 11:15Questions and discussion
11:15 - 11:35Refreshments, exhibition and networking
11:35 - 12:10The Accountant of Court - remember them?
Sandra McDonald, Accountant of Court
Raish Allan, Team Manager, Accountant of Court's Office
  • What is the role of the Accountant of Court (in child beneficiary cases)?
  • When do you need to involve the Accountant of the Court?
  • FAQs addressed
12:10 - 12:20Questions and discussion
12:20 - 12:55The Trust regime: set up, during and on death tax update
Michelle McNeill, Associate, Gillespie Macandrew LLP
12:55 - 13:05Questions and discussion
13:05 - 14:05Lunch, exhibition and networking
14:05 - 14:40Administration of moveable and heritable property
Roddy MacLeod, Advocate, Terra Firma Chambers
  • Distinguishing and identifying moveable and heritable property
  • Considering the nature of securities
  • Update on survivorship destinations
14:40 - 14:50Questions and discussion
14:50 - 15:25Drafting wills and the use of trusts to benefit disabled or vulnerable adults
Alan Barr, Partner , Brodies Solicitors
15:25 - 15:35Questions and discussion
15:35 - 15:50Comfort break
15:50 - 16:25Contentious trusts and estates
Peter Murrin, Partner, Lindsays
  • Understanding the offices of trustee and executor and the respective implications
  • A review of common and slightly less common contentious issues in trust and estate administration
  • Judicial and other remedies and practice points
16:25 - 16:35Questions and discussion
16:35 - 16:45Closing remarks