Avoiding & Resolving Private Wealth Disputes
07 Jul 2020
Location: 12.30pm - 2.00pm Virtual Event Members: FREE - Book by 07 Jul Non Members: £25 + VAT - Book by 07 Jul
Highlights
Avoiding & Resolving Private Wealth Disputes – a multi-disciplinary panel of private client advisers provide their perspectives on how disputes can be avoided and resolved in innovative and holistic ways.
There has been a steady rise in private wealth disputes over the last 10 years, with countless acrimonious contentious trust and probate cases hitting the headlines. The more sophisticated families are becoming increasingly aware of the need to approach the issue of inter-generational wealth transfer differently and to take action before it is too late. Legal and financial advice alone is often not enough. Increasingly, individuals are recognising the need to plan their personal affairs by drawing on the expertise of various professionals, whether to avoid disputes or to resolve them early before they escalate into litigation.
This session will explore:
- Recent trends in the resolution of contentious trusts and probate disputes.
- How families can use sound wealth management advice and family governance for a smooth transition of wealth to the next generation.
- How families can avoid and resolve disputes by considering lifetime family conflict coaching and mediation.
- The importance of the role of therapy in family conflict
Mediator
Dove in the Room
Julia Burns is a mediator and conflict coach specialising in family inheritance disputes. Julia founded Dove in the Room in 2019 having been a contentious trusts and probate solicitor since 2005. Julia is the only mediator in the UK with the CEDR private client mediation qualification and is on CEDR’s panel of mediators. Julia is ranked in Legal 500 and is as a leading Trusts Mediator in Chambers & Partners HNW.
Julia was shortlisted for the “Civil and Commercial Mediator of the Year” award at the National Mediation Awards in 2022.
As a conflict coach, Julia also coaches family members involved in family conflict either as a collective group or 1-2-1. Julia is a Consultant Solicitor at Merali Beedle in London. Julia is ACTAPS qualified, a STEP Affiliate Member and has just finished a 5-year term as a committee member of the Contentious Trusts Association (ConTrA).
Dove in the Room
Director
Propitious
Arabella Murphy has nearly 25 years’ experience of helping individuals and families from around the world to plan for the future and resolve disharmony. She particularly specialises in finding pragmatic, commercial outcomes.
She qualified as a solicitor in 1996 with Allen & Overy LLP, becoming a partner in 2007. In 2009, she was a founding partner of Maurice Turnor Gardner LLP. As a solicitor, Arabella was consistently ranked in the top tiers of the major directories for her expertise in private wealth planning and dispute resolution. She is a member of STEP and has written or co-authored several books on private wealth topics
Propitious
Partner
Stevens & Bolton
James joined Stevens & Bolton in 2017, having trained and qualified at a Top 50 firm. He became a partner in 2019.
James acts predominately for private clients or for those who advise private clients, such as corporate trustees, private banks and other law firms.
James advises on claims by or involving estates and trusts, most commonly involving high-net-worth and ultra-high-net-worth individuals. He acts for executors, trustees and beneficiaries, and also specialises in advising on claims under the Inheritance (Provision for Family and Dependants) Act 1975.
James also has a substantial practice advising on claims overlapping the trusts and family court jurisdictions, dealing with trustees and beneficiaries who have become involved in divorce proceedings and on issues arising from the enforcement and implantation of ancillary relief orders made in divorce proceedings.
Stevens & Bolton
Psychotherapist & Counsellor
Harley Street Therapy
Session: 2.00pm Psychology of Lying
Harley Street Therapy
Managing Partner
Sorbus Partners
Sorbus Partners
Agenda
Speakers:
James Lister - Partner - Stevens & Bolton
Ahi Wheeler - Psychotherapist & Counsellor - Harley Street Therapy
Arabella Murphy - Director - Propitious
Susannah Gray - Managing Partner - Sorbus Partners
Julia Burns - Mediator - Dove in the Room
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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