Elderly client update conference

A Partner in Thorntons Dundee office, Lorna deals with all aspects of private client work including wills, powers of attorney, trust creation and administration, administration of estates and inheritance tax planning. She has specialised in private client since qualification in 2003 and is Module Organiser and Tutor on the Advanced Private Client Course on the Diploma in Legal Practice at Dundee University.  Lorna is a speaker for MBL Seminars updating the profession on the latest developments in Trust law.  She also regularly speaks to local interest groups about the importance of Wills and Powers of Attorney as well as local GP practices about Powers of Attorney and issues surrounding legal capacity.

Claire has extensive experience in inheritance tax and capital gains tax planning for individuals, beneficiaries and executors and regularly advises clients in tax mitigation. She has a particular interest in matters of succession law and domicile and the international aspects of cross border estates and in inheritance tax, capital gains tax and income tax issues for international clients. Claire is a member of the Society of Trust and Estate Practitioners and has also been awarded the STEP Advanced Certificate in UK Tax for International Clients. Claire is also a tutor on the private client course on the Diploma in Professional Legal Practice at the University of Glasgow and is accredited by the Law Society of Scotland as a specialist in Private Client Tax Law.

John has been in legal practice for 42 years. Within this time he has been a Partner for 34 years, prior to becoming a Consultant in September 2018. John is a member of the Trusts and Succession Sub-Committee of the Law Society of Scotland, and sat on an Advisory Committee of Practitioners and Advocates. The function of that Committee was to advise the Scottish Law Commission in relation to proposed changes to the laws of succession.

John has chaired a number of Conferences on Succession, Trusts, Adults with Incapacity etc over the past 19 years, on a number of occasions sharing a platform with the former Public Guardian, Sandra McDonald. He regularly speaks and provides Seminars to various local Faculties throughout Scotland and other Legal Training providers on, inter alia, succession and AWI topics, including a number of Internet Webinars.

Alison Hempsey is a Partner within T C Young’s Private Client team and has a particular interest in Adult Incapacity matters. Her work in this area includes applying for Financial & Welfare Guardianship and Intervention Orders and preparing Powers of Attorney, as well as providing general advice to families and carers of adults with incapacity, including set up of family trusts. She also acts as Financial Guardian for a number of adults and has acted as Safeguarder for Adult Incapacity matters. She is a member of the Law Society of Scotland’s Mental Health and Disability sub-committee.