Course description
As the new Trust & Succession (Scotland) Act received Royal Assent in January 2024, practitioners should be live to the changes in the law, particularly where a dispute has or may arise.
This session will go through some of the key areas where disputes arise in practice and will provide practical advice on approaching these issues whether acting for the beneficiaries or the trustees in these scenarios.
Speaker Sarah-Jane Macdonald is a partner at Wright, Johnson & Mackenzie and has a particular interest in complex trusts and estates and guiding trustees and executors through the often complex and contentious issues that arise. Be sure to tune in to benefit from her expertise in this topic.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
As the new Trust & Succession (Scotland) Act received Royal Assent in January 2024, practitioners should be live to the changes in the law, particularly where a dispute has or may arise.
This session will go through some of the key areas where disputes arise in practice and will provide practical advice on approaching these issues whether acting for the beneficiaries or the trustees in these scenarios.
This session is aimed at anyone dealing with the administration of Trusts in Scotland where disputes arise.
What You Will Learn
This live and interactive course will cover the following:
- The removal of trustees - what can and cannot be achieved outside of court and new issues with the legislation
- Seeking trust information - is there clarity on what can be obtained or what the court options are?
- Breaches of trust - how has the duty of care changed and what defences are available to trustees?
- Trustees’ liability - when are trustees personally liable or delictually liable for co-trustees?
- Other quirks from the new Act - what new areas of dispute might be seen following these changes?
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...