The Rusty Trust Update

The Insurance Institute of Inverness, the Highlands and Islands is happy to announce that their next CPD event will be entitled The Rusty Trust Update.

Learning Objectives:

Delegates who attend will be able to identify:

• What are the key components of a trust?
• A review of the different types of trusts and where you might find them
• Trustees duties and responsibilities
• Documentation and regulatory requirements
• Trust case study
• Terminology and translations
• Which trusts tend to crop up in the financial setting?
• Personal Injury Trusts
• Common trust errors and issues
• Case law examples

The seminar will be delivered by Julie Doncaster, Partner, Harper Macleod LLP.

Julie Doncaster is a partner in the Private client team of Harper Macleod Inverness. She has worked in private client law for 15 years. She teaches at Glasgow University on the Diploma and regularly contributes to various publications such as The Shetland Times, where she is a frequent visitor.

She is occasionally a guest speaker on Radio Scotland’s morning show and spoke recently on the validity requirements of Scottish Wills. She specialises in high net worth business and farming succession and tax planning cases, personal Injury trusts and adults with incapacity.