The 2024 Practitioners’ Forum on Stress Testing Trust Structures
The first event to bring together contentious and non-contentious private client practitioners alongside distinguished trustees to examine best practice for enhancing the resilience of trust structures and mitigating risks of attack.
In-person | 18th January 2024 | The Millennium Hotel Knightsbridge
Engage with pioneers in trust law, exchange ideas, and broaden your perspective on trust rigidity. Forge connections with like-minded professionals, paving the way for shared knowledge.
In just one content-packed day, learn about:
Analysing Angles of Attack and the Importance of Stress Testing
- Internal Attacks
- External Attacks
- Avoiding Attacks on 3 levels
Fortifying Trusts Against Tax Authority Attacks
- Changes in tax law that could leave a trust vulnerable
- Trust and corporate residence issues
- Mitigating tax implications
Insights into the Role of Trustees in Stress Testing
- A trustee’s duties and obligations
- How stress testing can impact their decision making
- What should a trustee do in the event of an attack
New Families and Old Trusts: Preventing Your Trust from Becoming Archaic
- Addressing outdated language and rules within the trust
- Updating the trust to include contemporary family issues
- Succession planning
- Second families and unknown love children
Ensuring Resilience Against Fraud and Insolvency
- Stress testing against creditor claims
- Financial irregularities
- Trustee duties in periods of financial difficulty
- Is insolvency becoming more applicable to trusts
- Sham & illusory trusts
Examining Variations in Trusts and How They Can Leave Trusts Vulnerable
- Varying a trust without leaving it vulnerable
- Situations in which you’d be looking to vary a trust
- Trusts as a resource
- The wishes of the settlors and beneficiaries – how relevant are they
Hear from Richard Wilson KC, a leading authority on the proper purpose rule, speak on capacity.
Chaired by an eminent practitioner with experience in trusteeship, as well as contentious and non-contentious law:
Marcus Parker, Partner, Stewarts
Your expert speakers include a range of experts in contentious and non-contentious law and distinguished trustees.
Contentious Practitioners:
Serle Court
Collas Crill (Guernsey)
Withers
Farrer & Co
Macfarlanes
Howard Kennedy
Charles Russell Speechlys
Forsters LLP
Charles Russell Speechlys
Joseph Hage Aaronson
Maurice Turnor Gardner
Taylor Wessing
Ogier (BVI)
Interpath
Bedell Cristin
Non-Contentious Practitioners:
Stephenson Harwood
Kingsley Napley
Boodle Hatfield
Harbottle & Lewis
Baker McKenzie
Mourant
Rawlinson & Hunter Singapore
Trustees:
Ocorian
Summit Trust Group (Geneva)
Suntera Global
Accuro
Highvern
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