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Trustee & Executor Removal in Scotland - Practical Strategies for Challenging Situations

Level
Intermediate: Requires some prior subject knowledge
CPD
1.5 hours
Group bookings
email us to discuss discounts for 5+ delegates
Trustee & Executor Removal in Scotland - Practical Strategies for Challenging Situations

Session

15 Oct 2026

9:00 AM ‐ 10:30 AM

With a SmartPlan £153

With a Season Ticket £170

Standard price £340

All prices exclude VAT

Introduction

Are you facing a situation where a trustee or executor may need to be removed from office due to incapacity, inactivity, imprisonment, or a breach of duty?

Join our new virtual classroom seminar to explore practical strategies for handling these challenging scenarios. Learn when court involvement is necessary and discover the range of options available to protect the administration of trusts and estates.

This session is designed for anyone involved in the administration of executries or trusts in Scotland, or advising beneficiaries, who wants to confidently navigate the complex process of removing someone from office while safeguarding the estate.

Reserve your spot today and gain the knowledge you need to manage removals effectively and compliantly.

What You Will Learn

This live and interactive course will cover the following:

  • Grounds for removal of trustees
  • Removal by powers reserved and limitations in practice
  • Removal under the existing legislation (1921 Act) and common law
  • Removal of professional trustees under the new (2024 Act - sections in force)
  • Removal of trustees, generally, under the 2024 Act
  • Practical tips, considerations, remedies and options for each including conflict of interest issues for practitioners
  • Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Trustee & Executor Removal in Scotland - Practical Strategies for Challenging Situations