Course description
Legal Rights is a concept unique to Scotland, and whilst it ostensibly exists to avoid disinheritance, it contains within it several hidden traps, especially regarding calculation.
Sarah-Jane MacDonald presents this comprehensive and informative webinar which highlights some of the main issues to be aware of. It is suitable for private client practitioners, particularly those who deal with will drafting, succession planning and estate administration.
It includes a reminder of the principles and the basic calculation, what constitutes ‘moveable property’, when heritable property might be ‘moveable’, what deductions can be made to ascertain the ‘net’ moveable estate, the concept of collation, and more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Legal Rights is a uniquely Scottish concept, and whilst it seems like a simple means of avoiding disinheritance on the face of it, the concept (and calculation) has several hidden traps!
This new webinar will highlight some of the main issues to watch out for.
It is suitable for private client practitioners, particularly those who deal with will drafting, succession planning, and estate administration.
What You Will Learn
The webinar will cover the following:
- A reminder of the principles and the basic calculation
- What constitutes ‘moveable property’ and issues around gifts and trusts
- When might heritable property be ‘moveable’?
- What deductions can be made to ascertain the ‘net’ moveable estate?
- The concept of collation
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...