Contentious Trusts Next Gen Summit

Registration
1.00pm

Committee Welcome
1.55pm

Paralegal to Partner: What would I tell my Younger Self
2.00pm

A unique discussion between a very senior practitioner, junior partner and associate covering their career, what worked and what didn’t, and what would they now tell their younger self.

The Best thing About my Practice you should know about
2.40pm

Featuring a representative from the 4 TL4 communities, understand the best tool available in their practice and how it might impact yours

Networking & Refreshment Break
3.20pm

What advisors need to know about being a Trustee
4.00pm

Resolution first? How to prevent a descent into chaos
4.40pm

• Is litigation the right option to correct a problem?
• Exploring alternative route to resolution
• Identifying some novel options.

Chairs’ Summation & Close of Day
5.30pm

Welcome Drinks Reception
5.35pm

Registration
9.00am

Chairs’ Opening Remarks
9.30am

Keynote Session: AI & the Metaverse – The New New Normal?
9.40am

How are going to have to adapt our advice in the New New normal?
10.30am

Networking & Refreshment Break
11.10am

From mid-morning to early afternoon we offer 4 streams running concurrently. Each stream is themed, allowing you to mix and match shaping, your own agenda:

Stream 1 - Path to Partner: To Infinity and Beyond

Chaired by: 

Stream 2 - Disputes & Advisory Crossover

Stream 3 - Divorce & Trusts

Stream 4 - Fraud, Asset Recovery & Commercial Issues

Morning Streams Commence
11.30am

Stream 1 - Path to Partner: To Infinity and Beyond

- 10 ways to Better Understand your Client

Stream 2 - Disputes & Advisory Crossover

- Duties of protectors

Stream 3 - Divorce & Trusts

- Understanding Effective Methods of Attacking and Defending Trusts During Divorce Proceedings

• Lines of attack to get into a trust
• How best to defend the trust
• Challenging the validity of a trust
• Arguing the trust assets are a financial resource available for division

Stream 4 - Fraud, Asset Recovery & Commercial Issues 

- Enforcement & Recognition of Judgments in a Trust

• Jurisdictions where they don’t recognise trusts – nuances and approaches
• What comes next after winning your case.
• When your successful judgment is appealed and enforcement issues

Networking & Lunch Break
12.30pm

Post Lunch Streams Commence
1.30pm

Stream 1 - Path to Partner: To Infinity and Beyond

- What you really need to know being a partner, is this the right thing for me?

Stream 2 - Disputes & Advisory Crossover

- The Pitfalls of Trust Drafting

This session will provide an overview of what you find in a trust deed and other associates deeds, but also what to look out for and how to spot when mistakes have been made in the past

Stream 3 - Divorce & Trusts

- Exploring How Prenuptial and Postnuptial Agreements Can Mitigate Divorce Impacts on Structures

• Submitting to jurisdictions
• Fixing choice of law
• Arbitration

Stream 4 - Fraud, Asset Recovery & Commercial Issues

Ensuring Resilience Against Fraud and Insolvency

• Stress testing against creditor claims
• Financial irregularities
• Trustee duties in periods of financial difficulty 
• Is insolvency becoming more applicable to trusts
• Sham & illusory trusts

Afternoon Streams Commence
2.10pm

Stream 1 - Path to Partner: To Infinity and Beyond

- Modes of Working: Debate 

Stream 2 - Disputes & Advisory Crossover

- Analysing Angles of Attack and the Importance of Stress Testing for Mitigating Risks

Internal Attacks

• Family Issues
• Diminished Capacity
• Disgruntled Beneficiaries

External Attacks

• Divorcing Spouses
• Creditors
• Tax Authorities

Avoiding Attacks on 3 levels

• During the establishment of a trust
• During trust administration
• When a claim is made against a trust

Stream 3 - Divorce & Trusts

- Maritalising Structures - Marital v Non-Marital Assets & Drawing the Line

• Understanding the distinction between marital and non-marital property
• Where the lines are blurred 
• Post-separation accrual – where are we on this?  
• Joint names – do they mean anything?

Stream 4 - Fraud, Asset Recovery & Commercial Issues

- Contentious Corporate Structures in a Trust

Refreshment Break
2.50pm

Committee Welcome Back
3.10pm

Use of the Media: Is it a Tool?
3.15pm

How do we / should we adapt our advice when a client is lacking capacity
3.55pm

The Big Fat Quiz of the Year
4.35pm

Close of Day 1 & Time to Change
5.15pm

Fancy Dress Drinks Reception
6.00pm

Conference Dinner
7.30pm

Hair of the Dog Morning Refreshments
9.00am

Committee Welcome Back
9.30am

Keynote: Your Wellbeing
9.35am

Trustees in the Firing Line
10.15am

• Trustees’ duties
• Claims against trustees and the role of exclusion clauses and anti-Bartlett clauses – and whether these achieve the right balance of liability
• Exposure of fraud and other forms of wrongdoing in relation to trust assets

Refreshment Break
10.55am

Understanding Where and How Disputes & Advisory Work Crossover
11.10am

What you Need to Know other than the Law
11.50am

Next Gen Essay Competition Winner
12.30pm

Lunch & Committee Summary
12.45pm

Meet for Networking Activity
2.45pm