TL4

HNW Succession: Planning, Trusts & Disputes

Where Contentious & Non-Contentious Practitioners Meet to Advise your Clients through the Seven Ages

29th & 30th September 2022 | Stratford-upon-Avon UK

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Agenda

Registration
9.00am

Chairs' Welcome & Plan for the Conference
9.30am

Joe Donohoe, Director
ARC (Jersey)

Charlotte Fraser, Partner
Farrer & Co.

Infancy

The Modern Family- how are trusts adapting to the new social norms
9.45am

Refreshment
11.05am

School

At what age does one bring children into the trust / financial conversation?
11.25am

Lunch
12.45pm

Teenager

Dealing with addiction/mental health issues
2.00pm

Refreshment Break
3.20pm

Young Adult

Young Adult
3.40pm

  • Diversifying investments- ESG/digital assets 
  • A guide to managing super lux assets - yachts, aircraft/art/luxury cars
  • Marriage/divorce

Chairs' Summary & Close of Day 1
5.00pm

Drinks Reception
5.10pm

Conference Dinner
7.15pm

Morning Refreshments
9.30am

Chairs' Welcome Back
10.00am

Charles Lloyd, Partner
Macfarlanes

Chris Moorcroft, Partner
Harbottle & Lewis

Middle Aged

Middle Aged
10.10am

  • Succession planning: setting up a trust, protectors, comparison of jurisdictions for trusts? 
  • Operating businesses- how to stop families falling out over the family business/what happens when a trustee really has to step in and take control?

Old Age

Capacity / Philanthropy
11.30am

Lunch
12.50pm

Dotage & Death

Dotage & Death- Domicile
2.00pm

Refreshment Break
3.20pm

Keynote

Sanctions, Blacklists and Regulations – how and why the life is being squeezed out of the trust industry
3.40pm

Chairs' Summary & Close of Conference
4.30pm

9.00am
Registration
9.30am
Chairs' Welcome & Plan for the Conference
Joe Donohoe - Director - ARC (Jersey)
Charlotte Fraser - Partner - Farrer & Co.
Infancy
9.45am
The Modern Family- how are trusts adapting to the new social norms
11.05am
Refreshment
School
11.25am
At what age does one bring children into the trust / financial conversation?
12.45pm
Lunch
Teenager
2.00pm
Dealing with addiction/mental health issues
3.20pm
Refreshment Break
Young Adult
3.40pm
Young Adult
  • Diversifying investments- ESG/digital assets 
  • A guide to managing super lux assets - yachts, aircraft/art/luxury cars
  • Marriage/divorce
5.00pm
Chairs' Summary & Close of Day 1
5.10pm
Drinks Reception
7.15pm
Conference Dinner
9.30am
Morning Refreshments
10.00am
Chairs' Welcome Back
Charles Lloyd - Partner - Macfarlanes
Chris Moorcroft - Partner - Harbottle & Lewis
Middle Aged
10.10am
Middle Aged
  • Succession planning: setting up a trust, protectors, comparison of jurisdictions for trusts? 
  • Operating businesses- how to stop families falling out over the family business/what happens when a trustee really has to step in and take control?
Old Age
11.30am
Capacity / Philanthropy
12.50pm
Lunch
Dotage & Death
2.00pm
Dotage & Death- Domicile
3.20pm
Refreshment Break
Keynote
3.40pm
Sanctions, Blacklists and Regulations – how and why the life is being squeezed out of the trust industry
4.30pm
Chairs' Summary & Close of Conference

Event Partners

Knowledge Partner

Contact Us

Speaker

For Speaker enquiries please contact Paul on +44 2071 014155 or email paul@thoughtleaders4.com

Partnership

For Partnership enquiries please contact James on 07739311749 or email james@thoughtleaders4.com

Booking & General

For Booking & General enquiries please contact Danushka on +44 2071 014191 or email danushka@thoughtleaders4.com

Venue & Logistics

For Venue & Logistics enquiries please contact Sarah on +44 2071 014191 or email sarah@thoughtleaders4.com