Legal rights unravelled: workshop on private client disputes

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Edinburgh Law Seminars in conjunction with Brodies LLP.  

Fee: £30 per person 

About the seminar 

Are you a private client practitioner grappling with disputes alongside your litigation peers?  Maybe you're a litigator intrigued by the intricacies of private client matters. Or you could be an all-encompassing general practitioner managing a bit of everything.  Whatever your role, our online workshop is finely tuned to cater for you, and your clients' needs.

Join us for an insightful journey into the world of contentious trusts and estates. Through an immersive exploration of a real-life case study, we'll traverse a landscape that encompasses legal rights, cohabitant claims on death, court remedies, solicitor's duties, and the intricate dance that is conflicts of interest. Your active participation is encouraged but rest assured, at least some solutions will be provided and other Brodies team members as required to facilitate discussion!  This workshop isn't just theoretical; it's a practical toolkit crafted to empower both you and your clients.

Elevate your professional expertise with high-quality CPD at an affordable price.

Please note the following prerequisite. In order to fulfil the CPD requirements of this workshop, your active participation in the discussion groups is required. As such, participants will need to join the workshop via a device with a functioning camera and microphone.

(This workshop is separate from the established and long-running Estate Planning and Tax Review series- both are worth your while!).

Learning objectives: By attending this workshop you will:-

1. Have a clear understanding of the different valuation approaches for legal rights purposes, including business interests

2. Understand the interaction between legal rights and inheritance tax, including the impact of business relief 

3. Be able to advise clients on potential lifetime planning opportunities for mitigating or avoiding legal rights and the impact of same on death

4. Be confident advising clients on their options where litigation is necessary to resolve a legal rights dispute 

5. Be clear about your professional obligations in relation to legal rights

6. Understand the basis on which claims can be made by a spouse/civil partner who is still married to but separated from their deceased spouse.  

Hosts:

Alan Barr, Partner, Private Client, Brodies LLP

Jamie Reekie, Senior Associate and Solicitor Advocate, Litigation, Brodies LLP

Susie Mountain, Partner and Solicitor Advocate, Family Law, Brodies LLP