Contentious Trusts Circle Europe 2025 Vevey
24 April 2025
to 25 April 2025
Le Mirador Resort & Spa, Vevey, Switzerland
The Private Client Contentious Trust Circle Europe is an exclusive TL4 Circle event and is by invitation only. The event is chaired by Geoff Kertesz of Stewarts and Charlotte Fraser of Farrer & Co. Curated by our Advisory Board, this Circle brings together key practitioners focusing on both non-contentious and contentious private client work.We are currently working with the Co-Chairs and Advisory Board to create the invite list and areas of discussion. Designed to be interactive and as inclusive as possible, there are no set-piece presentations or panel sessions with the focus on being open discussions.
This exclusive invitation only event, involves facilitated discussions across one and a half days of content.
We are currently working with the Co-Chairs and Advisory Board to create the invite list and areas of discussion. Designed to be interactive and as inclusive as possible, there are no set-piece presentations or panel sessions with the focus on being open discussions.
Introducing the Co-Chairs for 2025: Geoff Kertesz (Stewarts) and Charlotte Fraser (Farrer & Co).
Meet the Advisory Board for 2025: Peter Goddard (IMG Trust), Jonathan Arr (Macfarlanes), Juliet Young (Schillings), Robert Christie (Bedell Cristin) and Jutta Gangsted (Lenz & Staehelin).
The event will run in roundtable formats for interactive discussions whereby we are expecting all attendees to be involved throughout. There will be assigned topic leaders for each session to get the conversation amongst all attendees started.
Given the format this is very much fluid, and we are keen to take suggestions from attendees up until the event itself as to what you would like to have covered.
This Circle is kindly supported by:
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The event will take place at Le Mirador Resort & Spa, Vevey, Switzerland
Your attendance includes accomodation the night of the 24th April as well as
Attendance at all sessions
Lunch, Dinner, Drinks & Accommodation on Day 1
Breakfast, breaks and Lunch on Day 2
Confirmed attendees to the Contentious Trust Circle 2024 are below
Delegates
Charlotte Fraser
Partner
Farrer & Co
Geoff Kertesz
Partner
Stewarts
Jonathan Arr
Partner
Macfarlanes
Juliet Young
Partner
Schillings
Jutta Gangsted
Lenz & Staehelin
Bobby Christie
Partner
Bedell Cristin
Felix Neri
Partner
Schifferli
Gemma Willingham
Partner
Baker McKenzie
Sandrine Giroud
Partner
LALIVE
Carlos Ferrer
Partner
Cuatrecasas
Robert Avis
Partner
Charles Russell Speechlys
Francesca Gibbons
Partner
Harneys
Marta Cenini
Partner
Maisto
Natalie Peter
Partner
Blum & Grob
Claire Yorke
Partner
Mishcon de Reya
Abel Lyall
Partner
Mourant
Andrea Mirabella
GBPL
Caroline Tayler
Partner
Taylor Wessing
Elliott Phillips
Partner
Signature Litigation
Peter Goddard
Head of Private Clients
IMG Trust
Abigail Goddard
In-house Counsel
IMG Trust
Audrey Bertolotti
Partner
Ogier
Guillaume Grisel
Partner
Schellenberg Wittmer
Ruth Hughes
Barrister
5 Stone Buildings
Nick Williams
Partner
Ogier
Rachael Mowle
BD & Partnerships Director
TL4
Chloe Lomas
Operations Manager
TL4
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Agenda
9.00am
10.00am
Committee Welcome
Thomas Dumont KC - Barrister - Radcliffe Chambers
Monika Byrska - Partner - Howard Kennedy
Format: Square
10.10am
Square: Unveiling Trusts: The Disclosure Dilemma
Kelly Watson - Client Services Director - Accuro
Jonathan Arr - Partner - Macfarlanes
11.10am
Refreshment Break
11.40am
Square: Blessings and Exoneration: Trustee Accountability
Natasha Stourton - Partner - Withers
Stephen Alexander - Partner - Mourant
12.40pm
Lunch
Interactive Roundtables - All Roundtables will run at the same time with all attendees able to attend all
2.00pm
Roundtable: Can A No-Contest Have Teeth?
Monika Byrska - Partner - Howard Kennedy
Thomas Dumont KC - Barrister - Radcliffe Chambers
2.40pm
Roundtable: Balancing Acts: Decisions Not To Distribute and Fairness
Natasha Stourton - Partner - Withers
3.20pm
Refreshment Break
3.35pm
Roundtable: Spreading The Load: Delegating Powers and Co-Trustees
Kelly Watson - Client Services Director - Accuro
4.15pm
Closing Summary
Kelly Watson - Client Services Director - Accuro
Natasha Stourton - Partner - Withers
6.00pm
Drinks Reception
7.30pm
Dinner
9.30am
Morning Refreshments
Format: Square
10.00am
Square: What Is New In Your Jurisdiction?
Thomas Dumont KC - Barrister - Radcliffe Chambers
11.00am
Refreshment Break
11.30am
Square: Mind Matters: Navigating Issues of Capacity
Monika Byrska - Partner - Howard Kennedy
12.30pm
Lunch & Close of Event
Essential Information
Venue
Le Mirador Resort & Spa, Vevey, Switzerland
Chem. de l'Hôtel Mirador 5,
1801 Chardonne,
Switzerland
Accommodation
Accommodation is included in the ticket price for Thursday 24th April only.
Should you not require accommodation please let us know ASAP.
To extend your stay please contact us
Dress Code
Business Casual
Location
Event Location
Contact
Attendance, Booking & Partnership
For enquiries please contact
Rachael Mowle on +44 (0) 20 3398 8560
or email rachael@thoughtleaders4.com
General Queries
For enquiries please contact
Maddi Briggs on +44 (0) 20 3398 8545
or email maddi@thoughtleaders4.com
Partnership
For partnership enquiries please contact
James Baldwin-Webb on +44 (0) 20 3398 8546
or email james@thoughtleaders4.com
Venue & Logistics
For venue & logistics enquiries please contact
Chloe Lomas on +44 (0) 20 30384513
or email chloe.lomas@thoughtleaders4.com