4. Use of Trusts in Estate Planning: Practical Advice and Update
Date:
Tuesday 24 September 2019
Time:
05:45pm - 07:15pm
Speaker:
Pete Murrin
Seminar Details:

This seminar will take a high level look at the different types of trust encountered, principally, by the private client agent. It will inform decision making around what type of trust to use and highlight key considerations relating to dealing with those trusts. As Scots trust law in its current form moves towards its centenary and the Trusts (Scotland) Bill continues its seemingly glacial progress through Parliamentary process, the focus of the seminar will be on practise, practical advice, the occasional tale of woe, and what to look out for when dealing with the less common encounters with trusts.

In particular, the seminar covers:

• Consideration of the different types of trust, their common uses, and key considerations;
• Special types of trust and related peculiarities encountered by the private client agent in practice;
• Powers and duties of trustees and what that means for trust administration and for advising trustees;
• Some common practise issues arising with trust formation and administration and how to minimise risk; and
• Consideration of interesting recent cases and some thoughts on where next for trust law in Scotland.

 

Speaker:

Pete Murrin is a partner in the Tax and Succession team at Turcan Connell. He advises clients on estate and succession planning, the formation and administration of trusts, taxation of trusts and estates, family businesses relative to personal and commercial succession, the preparation of Wills, adults with incapacity, and international inheritance and succession matters for high-net-worth clients. He has particular expertise in dealing with contentious trust, estate (testate and intestate) and pension death benefits matters for individual and business clients. Pete also has considerable experience in the field of Trust formation and administration generally and Personal Injury Trusts specifically.

As a graduate of the University of Glasgow and Glasgow Graduate School of Law in 2007 and 2008 respectively, Pete joined Turcan Connell as Partner in 2019, having previously worked with other Scottish and UK based law firms throughout his career. He is a member of the Society of Trust and the Estate Practitioners and accredited by the Law Society of Scotland as a specialist in Trusts Law and Private Client Tax, and by the Society of Trust and Estate Practitioners as a TEP. As an industry expert, he publishes content across a range of publications including the Journal of the Law Society of Scotland, STEP and Lexis PSL.

 

Booking fee: members £50; non-members £80; trainee/paralegal from member firm £15; trainee/paralegal from non-member firm £25

Related File(s):
Booking Form:
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