Succession Planning for Modern Families
14 Jun 2021
Location: 1.00pm - 2.00pm UK Time Virtual Event (Zoom) Members: FREE - Book by 14 Jun Non Members: Become a Member above and Register for FREE - Book by 14 Jun
Highlights
With modern science advancing at great speed, our expert speakers will discuss what this means for succession planning. Complexities over legal relationships and inheritance are pure examples of some of the challenges thrown up by surrogacy and fertility preservation. Chaired by Sarah Williams of Payne Hicks Beach, areas to be covered will include:
- The law surrounding surrogacy – introduction to, and update on, the position in the UK and key jurisdictions
- The complex web of parental rights flowing from surrogacy
- Why private client practitioners and trustees need to be up to date on the issues
- The role of the Human Rights Act
- Fertility preservation
- Modern Family dynamics and trusts
- Settlors’ wishes and public policy
Succession planning must keep up with the changes, and practitioners need to know what to expect and predict and plan for the unexpected.
Our Expert Speakers
Partner
Payne Hicks Beach
Payne Hicks Beach
Deputy Managing Director
Summit Trust International
Clare is a graduate of History and Politics (BA Hons) at Royal Holloway College, University of London. She began her trust career in Guernsey in 1998 and then moved to Liechtenstein, before settling in Geneva in 2004. Clare has a wide range of experience in trust and company management, including private trust companies, charitable trusts and employee benefits trusts, within which a wide range of assets are managed, including fine art and automobile collections, private equity and commercial and residential property. Clare manages an administration team that is focused on larger, more complex structures where a family office or private investment office is involved. In May 2006, Clare was awarded the Society of Trust and Estate Practictioners (STEP) Suisse-Romand prize for excellence in the Foundation Certificate. Clare is on the executive committee for the STEP Suisse-Romande Association.
Summit Trust International
Partner
Payne Hicks Beach
Jessica is a private client partner specialising in risk and disputes in relation to trusts and estates.
Jessica has accrued extensive trust litigation experience both in England and offshore. Her cases have included both seeking and defending the removal of trustees, protectors and executors; rectification and variation of trusts; setting aside and defending trusts on the basis of sham allegations; challenging trustees’ decisions and advising trustees on making decisions in contentious circumstances; challenging trustees’ fees; claims for breach of fiduciary duty; and associated professional negligence proceedings against tax and legal advisors.
Equally, Jessica frequently advises on probate and estate disputes, including invalidity claims, capacity and construction issues, as well as claims under the Inheritance (Provision for Family and Dependents) Act 1975.
Jessica has also built up particular expertise in advising trustees and beneficiaries on issues of trust law in the context of divorce proceedings – both in relation to proceedings in the Family Division and in the corresponding offshore trust jurisdictions.
Payne Hicks Beach
Agenda
Speakers:
Sarah Williams - Partner - Payne Hicks Beach
Clare Usher-Wilson - Deputy Managing Director - Summit Trust International
Jessica Henson - Partner - Payne Hicks Beach
Partnership
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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 Laura on +44 7841974969 or email laura@thoughtleaders4.com