Registration

The trust corporation’s role as executor – what issues do they encounter in practice? Where can they really add value when there are issues of contention?

• The challenges professional executors face in complex estates: valuation, delays with the Probate Registry, tax traps, and power struggles.  
• Where there are entrenched disputes, are they peacemakers, power brokers, or something else?

Emma Holland - Partner - Stewarts

Refreshment break

Professional Executors & Beneficiary Cost Claims

• To what extent are beneficiaries entitled to contest the costs of a professional executor? 
• What is best practice in order to avoid such disputes?

Roundtable 1: Misbehaviour & misogyny – conduct and bias in alternative dispute resolution

• Are we looking at enough variety in ADR and considering private FDR, early neutral evaluation and arbitration.  If not, why not? 
• Where do parties come unstuck in the final stages of settlement? From inadequate preparation in respect of drafting and tax considerations to professional misconduct to gender bias, this session uncovers uncomfortable truths from the field.
• Learn how to recognise and manage ethical flashpoints and systemic bias in dispute dynamics.

Roundtable 2: Global Estates – dealing with foreign assets and capacity considerations across Jurisdictions

• What types of issue might arise in a UK probate where there are cross-border families and foreign assets?   
• How do attitudes to capacity concerns in a succession context vary across jurisdictions? 

Closing Remarks