£65.27 – £97.61

Estate Planning and Asset Protection

Event Information

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Date and Time

Location

Location

Legal Services Agency Ltd

134 Renfrew Street

3rd Floor, Fleming House

Glasgow

G3 6ST

United Kingdom

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

CPD 3 hours

Registration and Coffee 9.30am

PEAT Outcome - relevant legal knowledge

OBJECTIVES

This seminar will include the following areas:

  • Demonstrating Will drafting techniques to assist in IHT mitigation
  • Indicating other simply strategies for the mitigation of IHT
  • Explaining how use of Discretionary Trusts can achieve large scale differential IHT mitigation
  • Point out traps for the unwary and strategies not to be followed
  • Considering asset protection with a view to preserving an inheritance, not simply achieving tax mitigation
  • Considering the current state of the law in relation to asset protection and care home fees
  • Considering recovery remedies available to the Local Authorities
  • Offering at least partial solutions to those who wish to preserve their Estate

PARTICIPANTS

This seminar is aimed at Private Client Practitioners who wish to gain a further insight into current problems in relation to IHT mitigation and also the different question of asset preservation in case a client wishes to enter the care home environment.

SPEAKER

The speaker is John Kerrigan, Partner, Morisons (formerly Maxwell MacLaurin). Mr. Kerrigan has been a Partner at Morisons for 36 years. He was a Tutor at the Glasgow Graduate School of Law for 12 enjoyable years tutoring diploma students in the subjects of Wills, Trusts & Succession. He has also been a member of the Trust and Succession Sub-Committee of the Law Society of Scotland since 2005. John has contributed to various articles to, inter alia, the Scots Law Times, The Journal of the Law Society of Scotland, The Scotsman and various other newspapers and periodical magazines. He is also current Editor of the Scottish Trusts and Succession Service provided by Greens. John is the author of “Drafting for Succession” now in its second edition. He is currently working on other legal literary works.

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Date and Time

Location

Legal Services Agency Ltd

134 Renfrew Street

3rd Floor, Fleming House

Glasgow

G3 6ST

United Kingdom

View Map

Refund Policy

Refunds up to 7 days before event

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