Successful Will Making

CPD  3 hours

DATE Friday 22nd June 2012

TIME 10.00am to 1.00pm (Registration and Coffee 9.30am)

VENUE The Board Room, Legal Services Agency Ltd., 3rd Floor, Fleming House, 134 Renfrew Street, Glasgow

COST £90.00 full price/£80.00 LSA members/£60.00 Trainee Solicitor & Concessionary cost places

PEAT outcome: relevant legal knowledge

OBJECTIVES Wills are for everyone.  There is a common recognition and acceptance that every individual should make a Will.  As individuals, our family and financial circumstances differ as do our wishes concerning the distribution and administration of our estate.  When a Will is drafted consideration has to be given to these differences and wishes, and the Will's terms expressed clearly and concisely.  This seminar aims to look at successful will making from both the client and the solicitor's point of view.  This seminar will include the following areas:

    • Developments in the law of negligence in relation to the making up of Will's including a consideration of the latest case law
    • Common mistakes made in the drafting of Will's
    • How to avoid those mistakes and other pitfalls
    • How to make Will making pay and to generate more business from the same

PARTICIPANTS This seminar is aimed at general practitioners involved in the preparation of Will's particularly those who do not specialise in Executry work but who are regularly invited by clients to make Will's for them.  The seminar is also suitable for paralegals involved in private client work including drafting Wills for clients as well as first and second year trainees.

SPEAKER The speaker is John Kerrigan, Partner, Morisons (formerly Maxwell MacLaurin).  Mr. Kerrigan has been a Partner at Morisons for twenty-seven 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 is a Fellow of the Chartered Institute of Securities and Investment.  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 has recently published the second edition of his book "Drafting for Succession".

BOOKING FORM