More and more Executry estates and Trusts are becoming litigious with disputes between Executors, Trustees and beneficiaries. However, just what are beneficiaries rights where they are not happy about something? This Webinar will cover:-
1. What are the rights of specific legatees, pecuniary legatees and residuary beneficiaries in competition?
2. Can residuary beneficiaries influence the administration of an estate?
3. What are the rights of beneficiaries in an Executry estate against a former Attorney of the deceased?
4. What are the rights of beneficiaries in both Executry and Trust estates against the Executors and Trustees?
This is an area upon which there has been recent litigation – perhaps not helpful to beneficiaries.
Speaker - John Kerrigan
John is a Consultant within the Blackadders Private Client Team and has over 40 years of legal practice experience, 34 of them as a Partner. Currently, John mainly deals with contested Estates and giving Opinions in succession, adults with incapacity, trusts, care and funding for the elderly. He has granted in excess of 900 Opinions to, inter alia, The Law Society of Scotland, The Scottish Law Commission and to a large number of Scottish and foreign legal firms. In addition to this John has been cited as an expert witness in court cases involving matters of succession and adults with incapacity.
John regularly speaks and provides Seminars to various local Law Faculties throughout Scotland and other Legal Training providers on AWI topics.
He has advised a Scottish Local Authority on questions relating to notional capital, deprivation of assets, care home fees etc.
He has chaired a number of Conferences on Adults with Incapacity etc over the past 19 years, on a number of occasions sharing a platform with the former Public Guardian, Sandra McDonald.
When STEP wished to imprint themselves in Scotland, John designed the course for STEP on Wills and Executries.
Author of “Drafting for Succession” first published in 2005 and now in its second edition. Over the years, he has contributed numerous articles to various Journals and newspapers (principally to The Scots Law Times and The Journal of the Law Society of Scotland), including in relation to issues of capacity.
He is largely responsible for designing the current Specialist Paralegal Qualification course in Wills, Trusts & Executries.
Member of the Trusts and Succession Sub-Committee of the Law Society of Scotland since 2005
Editor of Greens Scottish Trusts and Succession Service
External Tutor for the Specialist Paralegal Qualification in Wills, Trusts & Executries.
External Tutor for the Intra UK course in Wills and Executries.
Originally recorded on 22.4.21
22.4.21 Beneficiaries Rights
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