Virtual

Insolvent Trusts

21 Jan 2021

Location: 4pm - 5.30pm Virtual Event (Zoom)
Members: FREE - Book by 21 Jan

Insolvent Trusts

Highlights

This deep dive into insolvent trusts will bring together our FIRE and Private client communities to assess the latest cases and their practical impact on best practice approaches 

Insolvent Trusts 

  • Lessons from Z Trusts and the differing approaches to trust insolvency in England, Jersey and California
  • A practical perspective from a trustee
  • Dealing with trust assets held by insolvent trustees: Pritchard Stockbrokers.

Your Expert Speakers include:

Alan Binnington
Director, Fiduciary Specialist Team
RBC Trust Company (International)

Based in Jersey, Alan is part of the Specialist Team in the Fiduciary Services Division.

Alan has responsibility for a portfolio of UHNW and HNW clients, managing their affairs through a broad range of fiduciary structures: from trusts, companies and foundations, through to Private Trust Companies.

Alan is part of the team that have responsibility for identifying and developing new business opportunities for the Fiduciary Services Division and his role also includes the provision of technical and specialist trust support to his non-fiduciary colleagues, whose clients have a need to use fiduciary structures for robust estate and succession planning benefits, as part of their broader wealth management initiative.

Before joining RBC in 2009 Alan was a Partner in the Jersey law firm Mourant du Feu & Jeune for 25 years, specialising in commercial litigation and the formation and administration of structures for high net worth families.

Having studied law at St. Catharine’s College Cambridge, he qualified as an English barrister, Jersey Advocate and subsequently a Crown Advocate. Part of his role involves advising on the resolution of contentious matters and challenges to trust structures. Alan is a member of the Society of Trust and Estate Practitioners, an Academician of the International Academy of Estate and Trust Law and is a member of the Editorial Board of the Jersey and Guernsey Law Review.


Alan Binnington
Alan Binnington Director, Fiduciary Specialist Team
RBC Trust Company (International)
Richard Wakeham
Head of Commercial & Solutions I UK & Offshore
Zedra (Jersey)

Richard’s career began as a trust administrator. After obtaining his Certificate in Offshore Administration, Richard read Marketing, Business and later Law at university before venturing into legal practice in 2004.

Richard had a varied commercial, trust, corporate and litigation practice at the Jersey Bar before returning to industry in 2012. Richard has worked as a Fiduciary Specialist and Deputy Head of Fiduciary before becoming the Global Head of Legal and Structuring for ZEDRA in 2016. Since 2019, Richard has focussed on developing the commercial interests of ZEDRA and its clients as the Global Head of Structuring.

Richard enjoys identifying and implementing optimal solutions for ZEDRA’s clients and works closely with a number of intermediaries and clients in this space.


Richard Wakeham
Richard Wakeham Head of Commercial & Solutions I UK & Offshore
Zedra (Jersey)
Kristina Kicks
Managing Director
Interpath Advisory

Kristina Kicks
Kristina Kicks Managing Director
Interpath Advisory
Emma Jordan
Partner
Taylor Wessing

Emma Jordan
Emma Jordan Partner
Taylor Wessing
Christopher Boardman QC
Barrister
Radcliffe Chambers

Christopher Boardman QC
Christopher Boardman QC Barrister
Radcliffe Chambers
Kate Rogers
Barrister
Radcliffe Chambers

Kate Rogers
Kate Rogers Barrister
Radcliffe Chambers
Poppy Rimington-Pounder
Barrister
Radcliffe Chambers

Poppy Rimington-Pounder
Poppy Rimington-Pounder Barrister
Radcliffe Chambers
Josh Lewison
Barrister
Radcliffe Chambers

Josh Lewison specialises in private client and insolvency litigation.

He has extensive court experience, onshore and offshore, including High Court trial experience and appeals at all levels up to the Court of Appeal. In addition, he is experienced in non-contentious private client matters, particularly trusts and tax. Josh is recognised as a leading junior by both Chambers UK Bar and The Legal 500 UK Bar. He is also admitted to the state bar of California.


Josh Lewison
Josh Lewison Barrister
Radcliffe Chambers

Agenda

3.55pm
Audience Logon
4.00pm
Chair's Opening Remarks
Speakers:
Christopher Boardman QC - Barrister - Radcliffe Chambers
4.05pm
Insolvent Trusts
Speakers:
Kristina Kicks - Managing Director - Interpath Advisory
Emma Jordan - Partner - Taylor Wessing
Kate Rogers - Barrister - Radcliffe Chambers
Josh Lewison - Barrister - Radcliffe Chambers
Poppy Rimington-Pounder - Barrister - Radcliffe Chambers
Alan Binnington - Director, Fiduciary Specialist Team - RBC Trust Company (International)
Richard Wakeham - Head of Commercial & Solutions I UK & Offshore - Zedra (Jersey)
5.00pm
Panel Q&A
5.30pm
Chair's Summation & Close 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