Contentious Trusts Circle Europe

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: Jonathan Arr (Macfarlanes), Juliet Young (Schillings), Robert Christie (Bedell Cristin) and Jutta Gangsted (Lenz & Staehelin).

The event will run in 2 broad formats: Horseshoe & Interactive roundtables, 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.

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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

Stephen Alexander (Advisory Board)
Mourant
Hannes Arnold
Gasser Partner
Jonathan Arr
Macfarlanes
Monika Byrska
Howard Kennedy
Jared Dann
Baker & Partners
Alasdair Davidson
Bedell Cristin
Thomas Dumont KC
Radcliffe Chambers
Nick Falla
Baccata Trustees
Ben Havard
Collas Crill
Edward Hewitt
5 Stone Buildings
Henry Hickman
Sinclair Gibson
Daniel Leu
Bar & Karrer
Sandie Lyne
Ogier
Emily Mailer
Howard Kennedy
Dan McCourt Fritz KC
Serle Court
Sue Medder
ThoughtLeaders4
Katherine Neal
Ogier
Alison Ozanne
Walkers
Elliott Phillips
Signature Litigation
Katherine Pymont
Kingsley Napley
Philip Radford
Saffery Trust
Jennifer Seaman
Wilberforce Chambers
Natasha Stourton
Withers
Lisa Vizia
Saffery Trust
Kelly Watson
Accuro
Jeremy Wessels
Mourant
Gemma Willingham
Baker McKenzie
Tina Wustemann
Bar & Karrer
Sebastien Zulian
LALIVE

Agenda

9.00am
Registration & Welcome Refreshments
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

Event Contact