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

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Agenda

Registration
1.00pm

Committee Welcome
1.55pm

Monika Byrska, Partner
Howard Kennedy

James Angus, Partner
Ogier

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.

Sarah Twohig, Senior Associate
Pinsent Masons (Ireland)

Orla Donovan, Senior Associate
Dentons Ireland

Sue Medder, Business Consultant
ThoughtLeaders4

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

Lauren Scully , Associate
Sullivan & Cromwell

Jacob Ward, Senior Associate
Macfarlanes

Elizabeth Fox, Shareholder
Greenberg Traurig

Networking & Refreshment Break
3.20pm

What advisors need to know about being a Trustee
4.00pm

Richard Wakeham, Group Head of Commercial
Zedra (Jersey)

Paul Buckle, Director
Ocorian

James Badcock, Consultant
Astraea Group

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.

Emilly Chalk, Associate
Fladgate

Ben Havard, Partner
Collas Crill (Guernsey)

Matthew Sperry, Partner
Katten

Laura Gabrel, Associate
Irwin Mitchell

Chairs’ Summation & Close of Day
5.30pm

Welcome Drinks Reception
5.35pm

Registration
9.00am

Chairs’ Opening Remarks
9.30am

Paige Achilles, Associate
Stephenson Harwood

Edward Floyd, Partner
Farrer & Co

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

Tom Ffiske, Editor
Immersive Wire

Analysing Angles of Attack and the Importance of Stress Testing for Mitigating Risks
10.30am

Natasha Holme, Associate
Mishcon de Reya

Laura Phillips, Legal Director
Kingsley Napley

Richard Joynt, Director & Head of Family Office
Highvern

Networking & Refreshment Break
11.10am

From mid-morning to early afternoon we offer two streams running concurrently. This format allows you to mix and match, shaping your own agenda:

Morning Streams Commence
11.30am

Stream 1 - Lessons Learned and Top Tips for Junior Lawyers

Elizabeth Fox, Shareholder
Greenberg Traurig

Stephanie Silverston, Senior Associate
Greenberg Traurig

Stream 2 - 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

Millie Benson, Barrister
1KBW

Claire Andrews , Partner
Osbornes Law

Networking & Lunch Break
12.30pm

Post Lunch Streams Commence
1.30pm

Stream 1 - Exploring How Prenuptial and Postnuptial Agreements Can Mitigate Divorce Impacts on Structures

Charlotte Symes, Director
Family Law in Partnership

Claire Andrews , Partner
Osbornes Law

Stream 2 - Enforcement & Recognition of Judgments in a Trust

Tom Serafin, Associate
HFW

Gareth Roberts, Senior Associate
Baker McKenzie

George Porter, Senior Associate
Taylor Wessing

Jack Secunda , Managing Associate
Stephenson Harwood

Afternoon Streams Commence
2.10pm

Stream 1 - The Pitfalls of Trust Drafting

Kieran Leahy, Associate
Mills & Reeve

Richard Dew, Barrister
Ten Old Square

Lauren Scully , Associate
Sullivan & Cromwell

Josef Waechter, Senior Associate
Gasser Partner

Stream 2 - Ensuring Resilience Against Fraud and Insolvency

Maria Koureas-Jones, Partner
Francis Wilks & Jones

Antonia Argyrou, Partner
N. Pirilides & Associates (Cyprus)

Refreshment Break
2.50pm

Committee Welcome Back
3.20pm

James Angus, Partner
Ogier

Monika Byrska, Partner
Howard Kennedy

How do we / should we adapt our approach when a client's capacity is in doubt
3.25pm

Charlotte Henshall, Legal Director
Payne Hicks Beach

Alice Tomlin, Senior Associate
Withers

Sarah Moore, Senior Associate
Charles Russell Speechlys

Crystal Ball Gazing
4.05pm

Monika Byrska, Partner
Howard Kennedy

Paige Achilles, Associate
Stephenson Harwood

Edward Floyd, Partner
Farrer & Co

Jacob Ward, Senior Associate
Macfarlanes

James Angus, Partner
Ogier

Close of Day 1 & Time to Catch on Emails
4.45pm

Drinks Reception
6.00pm

Drinks Reception & Informal Networking Dinner
7.30pm

Please note that this will be standing, buffet & canape service allowing you to mix and mingle with crowd. There will of course be some seating available for those who wish sit and mingle, but our aim is to create a relaxed environment for our attendees to move freely and cast a wide net!

Morning Refreshments
10.00am

Committee Welcome Back
10.30am

Paige Achilles, Associate
Stephenson Harwood

Jacob Ward, Senior Associate
Macfarlanes

Keynote: Your Wellbeing
10.35am

Richard Martin, Principal Consultant
Byrne Dean

Trustees in the Firing Line
11.15am

  • 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

James Woods-Davison, Senior Associate
Boodle Hatfield

Aidan Briggs, Barrister
New Square Chambers

Jemma Goddard, Senior Associate
Stewarts

Committee Summary
11.55am

Lunch & Close of Event
12.00pm

1.00pm
Registration
1.55pm
Committee Welcome
Monika Byrska - Partner - Howard Kennedy
James Angus - Partner - Ogier
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.

Sarah Twohig - Senior Associate - Pinsent Masons (Ireland)
Orla Donovan - Senior Associate - Dentons Ireland
Sue Medder - Business Consultant - ThoughtLeaders4
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

Lauren Scully - Associate - Sullivan & Cromwell
Jacob Ward - Senior Associate - Macfarlanes
Elizabeth Fox - Shareholder - Greenberg Traurig
3.20pm
Networking & Refreshment Break
4.00pm
What advisors need to know about being a Trustee
Richard Wakeham - Group Head of Commercial - Zedra (Jersey)
Paul Buckle - Director - Ocorian
James Badcock - Consultant - Astraea Group
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.
Emilly Chalk - Associate - Fladgate
Ben Havard - Partner - Collas Crill (Guernsey)
Matthew Sperry - Partner - Katten
Laura Gabrel - Associate - Irwin Mitchell
5.30pm
Chairs’ Summation & Close of Day
5.35pm
Welcome Drinks Reception
9.00am
Registration
9.30am
Chairs’ Opening Remarks
Paige Achilles - Associate - Stephenson Harwood
Edward Floyd - Partner - Farrer & Co
9.40am
Keynote Session: AI & the Metaverse – The New, New Normal?
Tom Ffiske - Editor - Immersive Wire
10.30am
Analysing Angles of Attack and the Importance of Stress Testing for Mitigating Risks
Natasha Holme - Associate - Mishcon de Reya
Laura Phillips - Legal Director - Kingsley Napley
Richard Joynt - Director & Head of Family Office - Highvern
11.10am
Networking & Refreshment Break
From mid-morning to early afternoon we offer two streams running concurrently. This format allows you to mix and match, shaping your own agenda:
11.30am
Morning Streams Commence
Stream 1 - Lessons Learned and Top Tips for Junior Lawyers
Elizabeth Fox - Shareholder - Greenberg Traurig
Stephanie Silverston - Senior Associate - Greenberg Traurig
Stream 2 - 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
Millie Benson - Barrister - 1KBW
Claire Andrews - Partner - Osbornes Law
12.30pm
Networking & Lunch Break
1.30pm
Post Lunch Streams Commence
Stream 1 - Exploring How Prenuptial and Postnuptial Agreements Can Mitigate Divorce Impacts on Structures
Charlotte Symes - Director - Family Law in Partnership
Claire Andrews - Partner - Osbornes Law
Stream 2 - Enforcement & Recognition of Judgments in a Trust
Tom Serafin - Associate - HFW
Gareth Roberts - Senior Associate - Baker McKenzie
George Porter - Senior Associate - Taylor Wessing
Jack Secunda - Managing Associate - Stephenson Harwood
2.10pm
Afternoon Streams Commence
Stream 1 - The Pitfalls of Trust Drafting
Kieran Leahy - Associate - Mills & Reeve
Richard Dew - Barrister - Ten Old Square
Lauren Scully - Associate - Sullivan & Cromwell
Josef Waechter - Senior Associate - Gasser Partner
Stream 2 - Ensuring Resilience Against Fraud and Insolvency
Maria Koureas-Jones - Partner - Francis Wilks & Jones
Antonia Argyrou - Partner - N. Pirilides & Associates (Cyprus)
2.50pm
Refreshment Break
3.20pm
Committee Welcome Back
James Angus - Partner - Ogier
Monika Byrska - Partner - Howard Kennedy
3.25pm
How do we / should we adapt our approach when a client's capacity is in doubt
Charlotte Henshall - Legal Director - Payne Hicks Beach
Alice Tomlin - Senior Associate - Withers
Sarah Moore - Senior Associate - Charles Russell Speechlys
4.05pm
Crystal Ball Gazing
Monika Byrska - Partner - Howard Kennedy
Paige Achilles - Associate - Stephenson Harwood
Edward Floyd - Partner - Farrer & Co
Jacob Ward - Senior Associate - Macfarlanes
James Angus - Partner - Ogier
4.45pm
Close of Day 1 & Time to Catch on Emails
6.00pm
Drinks Reception
7.30pm
Drinks Reception & Informal Networking Dinner

Please note that this will be standing, buffet & canape service allowing you to mix and mingle with crowd. There will of course be some seating available for those who wish sit and mingle, but our aim is to create a relaxed environment for our attendees to move freely and cast a wide net!

10.00am
Morning Refreshments
10.30am
Committee Welcome Back
Paige Achilles - Associate - Stephenson Harwood
Jacob Ward - Senior Associate - Macfarlanes
10.35am
Keynote: Your Wellbeing
Richard Martin - Principal Consultant - Byrne Dean
11.15am
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
James Woods-Davison - Senior Associate - Boodle Hatfield
Aidan Briggs - Barrister - New Square Chambers
Jemma Goddard - Senior Associate - Stewarts
11.55am
Committee Summary
12.00pm
Lunch & Close of Event

Event Partners

Knowledge Partner
Media Partner

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 Laura on +44 (0) 20 3398 8560 or email laura.fraser@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