TL4
Virtual

Exposing bad trustees in a post-pandemic landscape: Who’s had their hand in the till or taken their eye off the ball

10 Jun 2020

Location: 4pm - 5pm Virtual Event (zoom)
Members: TL4 & ConTrA Members £10+VAT - Book by 10 Jun

Exposing bad trustees in a post-pandemic landscape: Who’s had their hand in the till or taken their eye off the ball

Highlights

Delighted to partner with ConTrA to bring you this unique webinar where all proceeds are being donated to the National Emergencies Trust Coronavirus Appeal. 

Exposing bad trustees in a post-pandemic landscape: Who’s had their hand in the till or taken their eye off the ball?

  • Trustees’ duties and how they are impacted by the current landscape
  • 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
Simon Goldring
Partner
Maurice Turnor Gardner LLP

Simon Goldring
Simon Goldring Partner
Maurice Turnor Gardner LLP
Philippa Stokes
Director
Rawlinson & Hunter (Cayman)

Philippa Stokes
Philippa Stokes Director
Rawlinson & Hunter (Cayman)
Jessica Henson
Partner
Payne Hicks Beach

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


Jessica Henson
Jessica Henson Partner
Payne Hicks Beach
James Sheedy
Senior Associate
Baker & Partners (Jersey)

James Sheedy
James Sheedy Senior Associate
Baker & Partners (Jersey)
Amy Harvey
Of Counsel
Peters & Peters

Amy Harvey
Amy Harvey Of Counsel
Peters & Peters

Agenda

3.55pm
Audience Logon
4.00pm
Chair's Opening Remarks
Speakers:
Jessica Henson - Partner - Payne Hicks Beach
4.05pm
Interactive discussion session - Exposing bad trustees in a post-pandemic landscape: Who’s had their hand in the till or taken their eye off the ball

In a landscape where investments have fallen abruptly and adverse market conditions prevail, portfolio performance and investment decisions fall under the full glare of the spotlight. Where trust assets are involved, the action or inaction of the trustees will attract intense scrutiny. That scrutiny may even reveal serious wrong-doing on the part of the trustees. As Warren Buffet put it: “Only when the tide goes out, do you discover who has been swimming naked”. This session will explore:

  • Trustees’ duties and how they are impacted by the current landscape
  • 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

The panel encourages questions at any time during the discussion and these can be submitted using the Q&A button, either in your own name or anonymously.

Speakers:
Philippa Stokes - Director - Rawlinson & Hunter (Cayman)
James Sheedy - Senior Associate - Baker & Partners (Jersey)
Simon Goldring - Partner - Maurice Turnor Gardner LLP
Jessica Henson - Partner - Payne Hicks Beach
Amy Harvey - Of Counsel - Peters & Peters
4.35pm
Panel Session Q&A
5.00pm
Close of Event

Partnership

Partnering on an event or indeed the community as a whole will increase your company’s profile and brand awareness.

We can provide bespoke value adding partnerships. We will work in partnership with you to develop a bespoke marketing solution to meet your objectives across varying events and thought leadership content. We will ensure that you gain value through the right medium, focused on your desired audience, with a true partnership that delivers value to your marketing needs. Want to know more?

Please contact Chris on 0207 101 4151 or email chris@thoughtleaders4.com

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