Private Client

Modern Family

August 30th

Edinburgh

Modern Family: Protecting Loved Ones

August 30th

2 - 5pm

Speakers: Alan Eccles, Lisa Girdwood

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£180+VAT
£135+VAT (Member price)

3hrs CPD

Modern families introduce a range of legal issues around succession, tax and securing family wealth. There are also increasing global connections as people work and live abroad.

This seminar will look at some key points about taking control and avoiding traps when dealing with the complexities of families from initial will instructions, strategies for estate planning that protects family wealth for the "right" beneficiaries, the interaction with family law, cohabitation, tax traps associated with estate planning for second relationships, international succession opportunities and problems, the perennial issue of legal rights, complex assets that make families complex, pension 'inheritance' and the contentious cases during life and post-death.

The event begins at 2pm. Delegate registration is open from 1:30pm.

Alan is a Partner in Brodies LLP, based in Glasgow. His work covers three main areas: charities, private client and parliamentary matters.

Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. As part of his private client advice Alan often advises on incapacity law (powers of attorney, court appointed guardianship and other methods of managing the affairs of those less able to do so). This has involved acting in some of the leading Sottish cases on incapacity law and estate and succession planning. A regular commentator on incapacity law matters, Alan's written work has been referred to in judicial decision making. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".

Lisa is a dedicated and committed family lawyer. Clients value her warm confidence and understanding approach. She is passionate about achieving positive outcomes for children through her work. She is passionate too about securing fair and equitable financial settlements for her clients. Married with two daughters she understands the challenges faced by many clients in managing career and family life. Lisa is committed to alternative dispute resolution and was among the first lawyers in Scotland to train as a collaborative lawyer.

As a trained collaborative lawyer, she specialises in divorce, separation, child law and international child abduction. She also has extensive experience in relocation matters, financial provision, mediation and representing the interests of children as curator ad litem. Lisa also represents incapable adults in her role as court appointed safeguarder.

In the Chambers UK Guide to the legal profession Lisa has been described as "a tenacious litigator and talented collaborative lawyer". In the Legal 500 directory she is described as "extremely capable, experienced and knowledgeable".