TL4
Virtual

Trustees and Divorce: Navigating Stormy Waters

20 May 2020

Location: 12.00pm - 1.00pm Virtual Event (Zoom)
Members: £25+VAT - Book by 20 May

Highlights

Debt, death and divorce: often grimly cited as the estate agent’s best friends, they are also three main harbingers of trust litigation.

The last of these can be particularly troublesome for trustees, who can find themselves in a difficult position when a beneficiary (or beneficiaries) of a discretionary trust divorce, especially when it is taking place in the English courts. There are many reasons why alarm bells start ringing for a trustee in such cases.

Find out how to navigate the stormy waters in a 1 hour update featuring;

Family Law Perspective - Mark Harper & Alex Carruthers 

Trustee Perspective - Clare Usher Wilson 

Chancery Perspective - Bajul Shah & Alina Gerasimenko

Read Macfarlanes article on these issues in advance

Jonathan Arr
Partner
Macfarlanes

Jonathan Arr
Jonathan Arr Partner
Macfarlanes
Clare Usher-Wilson
Deputy Managing Director
Summit Trust International

Clare is a graduate of History and Politics (BA Hons) at Royal Holloway College, University of London. She began her trust career in Guernsey in 1998 and then moved to Liechtenstein, before settling in Geneva in 2004. Clare has a wide range of experience in trust and company management, including private trust companies, charitable trusts and employee benefits trusts, within which a wide range of assets are managed, including fine art and automobile collections, private equity and commercial and residential property. Clare manages an administration team that is focused on larger, more complex structures where a family office or private investment office is involved. In May 2006, Clare was awarded the Society of Trust and Estate Practictioners (STEP) Suisse-Romand prize for excellence in the Foundation Certificate. Clare is on the executive committee for the STEP Suisse-Romande Association.


Clare Usher-Wilson
Clare Usher-Wilson Deputy Managing Director
Summit Trust International
Mark Harper
Partner
Hughes Fowler Carruthers

Mark Harper
Mark Harper Partner
Hughes Fowler Carruthers
Elizabeth Doherty
Partner
Macfarlanes

Elizabeth specialises in international contentious trust, probate and succession disputes, high-value family disputes and proceedings in the Court of Protection.

Elizabeth acts for a wide range of UK and international clients including multinational corporations, trust companies, private companies and a diverse spectrum of high-net-worth individuals.

She has substantial experience as a litigator in the UK courts and in foreign courts, including Bermuda, the Cayman Islands and the British Virgin Islands and has particular expertise in resolving complex and multi-jurisdictional disputes involving the trustees, beneficiaries and protectors of English and offshore family trusts.

Elizabeth has also acted for numerous clients in sensitive and highly confidential disputes in the Court of Protection.


Elizabeth Doherty
Elizabeth Doherty Partner
Macfarlanes
Alex Carruthers
Partner
Hughes Fowler Carruthers

Session: 3.40pm  Wealth Planning Hints and Tips for Safeguarding against Divorce


Alex Carruthers
Alex Carruthers Partner
Hughes Fowler Carruthers
Alina Gerasimenko
Barrister
XXIV Old Buildings

Alina Gerasimenko
Alina Gerasimenko Barrister
XXIV Old Buildings
Bajul Shah
Barrister
XXIV Old Buildings

Bajul Shah
Bajul Shah Barrister
XXIV Old Buildings

Agenda

11.55am
Audience Log on
12.00pm
Chair's Opening Remarks
Speakers:
Jonathan Arr - Partner - Macfarlanes
Elizabeth Doherty - Partner - Macfarlanes
12.05pm
Family Lawyer Perspective
Speakers:
Mark Harper - Partner - Hughes Fowler Carruthers
Alex Carruthers - Partner - Hughes Fowler Carruthers
12.15pm
Trustee Perspective
Speakers:
Clare Usher-Wilson - Deputy Managing Director - Summit Trust International
12.25pm
Chancery Perspective
Speakers:
Bajul Shah - Barrister - XXIV Old Buildings
Alina Gerasimenko - Barrister - XXIV Old Buildings
12.35pm
Panel Session & Q&A
Speakers:
Jonathan Arr - Partner - Macfarlanes
Clare Usher-Wilson - Deputy Managing Director - Summit Trust International
Mark Harper - Partner - Hughes Fowler Carruthers
Elizabeth Doherty - Partner - Macfarlanes
Alex Carruthers - Partner - Hughes Fowler Carruthers
12.55pm
Chair's Closing Remarks
1.00pm
End of Event

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Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Paul on +44 2071 014155 or email paul@thoughtleaders4.com