- Are there any limits on the power of an Intervener under the Adults with Incapacity (Scotland) Act 2000 to carry out Estate planning?
- What might the Courts tolerate – and what might they not accept?
- How do you ensure that Estate planning carried out by an Intervener complies with an Intervener’s duties under the 2000 Act?
- What is the view of HMRC in relation to Estate/Tax planning by an Intervener?
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.
Originally recorded on 16.6.20
16.6.20 Estate Planning by Interveners
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