Contentious Trusts Next Gen Summit

A unique interdisciplinary event focusing on trusts. Bringing together the next generation of contentious trusts practitioners with all other HNW in Disputes practitioners to forge networks, discuss experiences and build their own personal brand

18th to 20th September 2024 – Conrad Hotel, Dublin, Ireland

View Advisory Committee Reserve Your Place Now Register Your Interest In Speaking Or Partnering

Agenda

Wednesday 18th September 2024 Thursday 19th September 2024 Friday 20th September 2024

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

Tom Ffiske, Editor
Immersive Wire

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: 

Sue Medder, Business Consultant
ThoughtLeaders4

Stream 2 - Disputes & Advisory Crossover

Stream 3 - Divorce & Trusts

Stream 4 - Fraud, Asset Recovery & Commercial Issues

Morning Streams
11.30am

Stream

Session Title
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
1.30pm

Stream

Session Title
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
2.10pm

Stream

Session Title
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

Richard Martin, Principal Consultant
Byrne Dean

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

1.00pm
Registration
1.55pm
Committee Welcome
2.00pm
Paralegal to Partner: What would I tell my Younger Self

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.

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

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

3.20pm
Networking & Refreshment Break
4.00pm
What advisors need to know about being a Trustee
4.40pm
Resolution first? How to prevent a descent into chaos
  • Is litigation the right option to correct a problem?
  • Exploring alternative route to resolution
  • Identifying some novel options.
5.30pm
Chairs’ Summation & Close of Day
5.35pm
Welcome Drinks Reception
9.00am
Registration
9.30am
Chairs’ Opening Remarks
9.40am
Keynote Session: AI & the Metaverse – The New New Normal?
Tom Ffiske - Editor - Immersive Wire
10.30am
How are going to have to adapt our advice in the New New normal?
11.10am
Networking & Refreshment Break
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: 

Sue Medder - Business Consultant - ThoughtLeaders4
Stream 2 - Disputes & Advisory Crossover
Stream 3 - Divorce & Trusts
Stream 4 - Fraud, Asset Recovery & Commercial Issues
11.30am
Morning Streams

Stream

Session Title
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
12.30pm
Networking & Lunch Break
1.30pm
Post Lunch Streams

Stream

Session Title
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
2.10pm
Afternoon Streams

Stream

Session Title
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
2.50pm
Refreshment Break
3.10pm
Committee Welcome Back
3.15pm
Use of the Media: Is it a Tool?
3.55pm
How do we / should we adapt our advice when a client is lacking capacity
4.35pm
The Big Fat Quiz of the Year
5.15pm
Close of Day 1 & Time to Change
6.00pm
Fancy Dress Drinks Reception
7.30pm
Conference Dinner
9.00am
Hair of the Dog Morning Refreshments
9.30am
Committee Welcome Back
9.35am
Keynote: Your Wellbeing
Richard Martin - Principal Consultant - Byrne Dean
10.15am
Trustees in the Firing Line
  • 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
10.55am
Refreshment Break
11.10am
Understanding Where and How Disputes & Advisory Work Crossover
11.50am
What you Need to Know other than the Law
12.30pm
Next Gen Essay Competition Winner
12.45pm
Lunch & Committee Summary
2.45pm
Meet for Networking Activity

Event Partners

Knowledge Partner

New Square Chambers
Networking Partner

Failte Ireland

Meet In Ireland
Media Partner

IFC Media

Contact Us

Speakers

For Speakers enquiries please contact Paul on +44 (0) 20 3398 8510 or email paul@thoughtleaders4.com

Partnership

For Partnership enquiries please contact Dan on +44 (0) 20 3398 8554 or email dan@thoughtleaders4.com

General & Booking

For General & Booking enquiries please contact Operations on +44 (0) 20 3398 8560 or email info@thoughtleaders4.com

Venue & Logistics

For Venue & Logistics enquiries please contact Sarah on +44 (0) 20 3398 8560 or email sarah@thoughtleaders4.com

Articles & Content

For Articles & Content enquiries please contact Maddi on +44 (0) 20 3398 8545 or email maddi@thoughtleaders4.com

Marketing

For Marketing enquiries please contact Yelda on +44 (0) 20 3398 8551 or email yelda@thoughtleaders4.com