Stewart Dunbar
Stewart Dunbar
@LawyerStewartD
stewart.dunbar@blackadders.co.uk

Associate Solicitor, Private Client

Edinburgh Office
5 Rutland Square EH1 2AX

edinburgh@blackadders.co.uk

0131 2228000

0131 2228008

Legal Post: ED508

 Stewart joined the firm as a trainee in 2010, qualifying as a solicitor in 2012.  He has since progressed through the ranks and is now an Associate Solicitor in the firm’s Trusts Tax & Care Unit.

Stewart works on a broad range of private client matters for individuals and families:
- Preparing Wills and Powers of Attorney, ranging from the very basic to the greatly complex
- Advising on succession and tax planning issues, including planning for “legal rights” situations, providing for disabled beneficiaries and mitigating liabilities for inheritance tax and capital gains tax
- Preparing and submitting guardianship applications concerning "incapable adults", involving appearing in a number of Sheriff Courts across the country
- Assisting other solicitors with guardianships by preparing the “financial suitability reports” that they require as part of their own applications
- Advising on issues involving trusts, including the creation, amendment and dissolution of charities, as well as the use of trusts for asset protection or wealth management within families

Work Highlights

  • Providing succession and lifetime financial planning advice to a broad range of clients
  • Helping the families of adults with incapacity through the difficult process of having guardians appointed
  • Working on the reorganisation of registered charities and educational endowments
  • Speaking at a variety of seminars for local and national organisations such as the Law Society and the Society of Law Accountants in Scotland
  • Running information sessions on incapacity and guardianship issues for persons with disabilities and their families

Accreditations

  • Writer to the Signet
  • Notary Public
  • Member of the Society of Trust and Estate Practitioners (STEP)

External Roles

  • Tutor on the Diploma in Legal Practice at the University of Edinburgh, where he teaches in the core Private Client module.  He has previously taught on the Private Client and Advanced Private Client modules of the Diploma in Legal Practice at the University of Dundee.
  • Course Examiner for the Trusts: Law and Practice module of the STEP Diploma in Trusts and Estates - Scotland
  • Previously a trustee at the charities Helm Training and the Dundee Blind and Partially Sighted Society
  • Clerk to the Fraternity of Masters and Seamen of Dundee

 

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