Getting cross across borders: Case study workshop (K3290)

Do you have clients north and south of the border starting to line up succession plans? Perhaps you’re a litigator fascinated by contentious private client matters? Or maybe contentious elements have arisen with your private clients?

Join us in-person at Brodies Edinburgh office as we venture into the world of private wealth disputes and examine a case study focusing on complex modern families on each side of the Scottish and English border. We will explore how such families are impacted by the different succession laws on either side of the border, how each regime deals with cohabiting couples, court remedies where agreement cannot be reached, solicitor's duties, and conflicts of interest.

Our workshop format invites active participation but rest assured, other Brodies team members will be present to help facilitate discussion! Building on last year's successful workshop, we continue crafting a practical toolkit to set you and your clients up for success.

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

(This workshop is separate from the established and long-running Estate Planning and Tax Review series)

Learning objectives: By attending this workshop you will:-

1. Have a clear understanding of the law applicable to cohabiting couples on death under the Scottish and English regimes.

2. Understand what steps cohabiting couples might take during their lifetime on either side of the border to better protect their interests and those of their wider family (such as children from previous relationships).

3. Understand what remedies might be available to the surviving cohabitee and wider family members under Scottish and English law, in both testate and intestate scenarios.

4. Be confident advising clients on their options where litigation may be necessary following the death of a cohabiting partner.

5. Be clear about your professional obligations in relation to advising cohabiting couples.

Hosts:

Alan Barr, Partner, Private Client, Brodies LLP

Richard Pike, Partner, Dispute Resolution and Risk, Brodies LLP

Jamie Reekie, Senior Associate and Solicitor Advocate, Dispute Resolution and Risk, Brodies LLP

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

Event Venue & Nearby Stays

Brodies LLP, 58 Morrison Street, Edinburgh, United Kingdom