Radcliffe Chambers
TL4 & ConTrA present: The Modern Trust - Contentious Trusts in a Changed Social Landscape
Live and in person, join our experts to discuss the hot topics
and issues facing trusts in today’s world
5th July 2022 - IoD Building, London
Agenda
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Registration and Coffee
9.00
Welcome from your Chairs
9.30
Edward Cumming QC, Barrister
XXIV Old Buildings
Elizabeth Doherty, Partner
Macfarlanes
Reading the Room (not Zoom)
9.40
No topic is off bounds. What have we all been working on over the last 12 months?
Arabella Murphy, Director
Propitious
Charlotte Fraser, Partner
Farrer & Co.
Trusts, Duties, and Fraud
10.10
Ziva Robertson, Partner
McDermott Will & Emery (UK)
Amy Harvey, Partner
Ontier LLP
Gemma Willingham, Partner
Baker McKenzie
James Weale, Barrister
Serle Court
Refreshment break
10.50
Interactive Roundtable Session
11.10
Inter-generational conflict and the woke generation: the next generation's approach to investing
Join 2 roundtables of your choice to discuss how the next generation approaches trusts
- Roundtable 1: The Art and Science of Impact Investing for Multigeneration Families
- Roundtable 2: What lessons can advisers learn from the “woke generation”?
- Roundtable 3: Intergenerational differences as a source of conflict
- Roundtable 4: Trustee's duties in relation to ESG
- Roundtable 5: Gender Identity and how the next generation are defining these categories
Oliver Auld, Partner
Charles Russell Speechlys
James Lister, Partner
Stevens & Bolton
Sally Tennant OBE, Founding Partner
Acorn Capital Advisers
Richard Dew, Barrister
Ten Old Square
Jessica Crane, Executive Director
London & Capital
Insolvent Trusts
12.10
Richard Holden, Counsel
Carey Olsen (Jersey)
Alona Golling, Senior Trust Officer
Summit Trust Group (Geneva)
Josh Lewison, Barrister
Radcliffe Chambers
Lunch
12:50
Finding Crypto - growing asset classes and what to do about them in a dispute
2.00
Natasha Stourton, Partner
Withers
Carmel King, Director
Grant Thornton
Leigh Sagar, Barrister
New Square Chambers
Enforce the Unenforceable!
Firewalls and their Friends
2:50
Benoît Mauron, Partner
LALIVE
George Porter, Senior Associate
Taylor Wessing
Rupert Morris, Partner
Walkers (Guernsey)
Oliver Passmore, Partner
Ogier (Jersey)
Coffee
3.30
Funding: The skeleton key for trusts cases?
3:50
Alex Cooke, Chief Executive Officer
Schneider Financial Solutions
Tets Ishikawa, Managing Director
Lion Fish
Jeremy Child, Partner
Harneys
Keeping up with the modern family: looking through the crystal ball to ask what families will look like in the next decade
4.30
Hannah Mantle, Senior Associate, Dispute Resolution
Forsters LLP
Simon Goldring, Partner
Maurice Turnor Gardner LLP
Emilia Piskorz, Managing Associate
Mishcon de Reya LLP
Closing remarks
5.10
Elizabeth Doherty, Partner
Macfarlanes
Edward Cumming QC, Barrister
XXIV Old Buildings
Drinks reception
5.20
9.00
Registration and Coffee
9.30
Welcome from your Chairs
Edward Cumming QC - Barrister - XXIV Old Buildings
Elizabeth Doherty - Partner - Macfarlanes
Edward Cumming QC - Barrister - XXIV Old Buildings
Elizabeth Doherty - Partner - Macfarlanes
9.40
Reading the Room (not Zoom)
Charlotte Fraser - Partner - Farrer & Co.
No topic is off bounds. What have we all been working on over the last 12 months?
Arabella Murphy - Director - PropitiousCharlotte Fraser - Partner - Farrer & Co.
10.10
Trusts, Duties, and Fraud
Ziva Robertson - Partner - McDermott Will & Emery (UK)
Amy Harvey - Partner - Ontier LLP
Gemma Willingham - Partner - Baker McKenzie
James Weale - Barrister - Serle Court
Ziva Robertson - Partner - McDermott Will & Emery (UK)
Amy Harvey - Partner - Ontier LLP
Gemma Willingham - Partner - Baker McKenzie
James Weale - Barrister - Serle Court
10.50
Refreshment break
11.10
Interactive Roundtable Session
Inter-generational conflict and the woke generation: the next generation's approach to investing
James Lister - Partner - Stevens & Bolton
Sally Tennant OBE - Founding Partner - Acorn Capital Advisers
Richard Dew - Barrister - Ten Old Square
Jessica Crane - Executive Director - London & Capital
Join 2 roundtables of your choice to discuss how the next generation approaches trusts
- Roundtable 1: The Art and Science of Impact Investing for Multigeneration Families
- Roundtable 2: What lessons can advisers learn from the “woke generation”?
- Roundtable 3: Intergenerational differences as a source of conflict
- Roundtable 4: Trustee's duties in relation to ESG
- Roundtable 5: Gender Identity and how the next generation are defining these categories
Oliver Auld - Partner - Charles Russell Speechlys
James Lister - Partner - Stevens & Bolton
Sally Tennant OBE - Founding Partner - Acorn Capital Advisers
Richard Dew - Barrister - Ten Old Square
Jessica Crane - Executive Director - London & Capital
12.10
Insolvent Trusts
Richard Holden - Counsel - Carey Olsen (Jersey)
Alona Golling - Senior Trust Officer - Summit Trust Group (Geneva)
Josh Lewison - Barrister - Radcliffe Chambers
Richard Holden - Counsel - Carey Olsen (Jersey)
Alona Golling - Senior Trust Officer - Summit Trust Group (Geneva)
Josh Lewison - Barrister - Radcliffe Chambers
12:50
Lunch
2.00
Finding Crypto - growing asset classes and what to do about them in a dispute
Natasha Stourton - Partner - Withers
Carmel King - Director - Grant Thornton
Leigh Sagar - Barrister - New Square Chambers
Natasha Stourton - Partner - Withers
Carmel King - Director - Grant Thornton
Leigh Sagar - Barrister - New Square Chambers
2:50
Enforce the Unenforceable!
Firewalls and their Friends
Benoît Mauron - Partner - LALIVE
George Porter - Senior Associate - Taylor Wessing
Rupert Morris - Partner - Walkers (Guernsey)
Oliver Passmore - Partner - Ogier (Jersey)
Benoît Mauron - Partner - LALIVE
George Porter - Senior Associate - Taylor Wessing
Rupert Morris - Partner - Walkers (Guernsey)
Oliver Passmore - Partner - Ogier (Jersey)
3.30
Coffee
3:50
Funding: The skeleton key for trusts cases?
Alex Cooke - Chief Executive Officer - Schneider Financial Solutions
Tets Ishikawa - Managing Director - Lion Fish
Jeremy Child - Partner - Harneys
Alex Cooke - Chief Executive Officer - Schneider Financial Solutions
Tets Ishikawa - Managing Director - Lion Fish
Jeremy Child - Partner - Harneys
4.30
Keeping up with the modern family: looking through the crystal ball to ask what families will look like in the next decade
Hannah Mantle - Senior Associate, Dispute Resolution - Forsters LLP
Simon Goldring - Partner - Maurice Turnor Gardner LLP
Emilia Piskorz - Managing Associate - Mishcon de Reya LLP
Hannah Mantle - Senior Associate, Dispute Resolution - Forsters LLP
Simon Goldring - Partner - Maurice Turnor Gardner LLP
Emilia Piskorz - Managing Associate - Mishcon de Reya LLP
5.10
Closing remarks
Elizabeth Doherty - Partner - Macfarlanes
Edward Cumming QC - Barrister - XXIV Old Buildings
Elizabeth Doherty - Partner - Macfarlanes
Edward Cumming QC - Barrister - XXIV Old Buildings
5.20
Drinks reception
Contact Us
Event and Speaking Enquiries
For Event and Speaking Enquiries enquiries please contact Camellia Basu on +44 7841 974969 or email Camellia@thoughtleaders4.com
Partnership Enquiries
For Partnership Enquiries enquiries please contact James Baldwin-Webb on 07739311749 or email james@thoughtleaders4.com
Booking & General Enquiries
For Booking & General Enquiries enquiries please contact Danushka De Alwis on +44 2071 014191 or email danushka@thoughtleaders4.com
Venue & Logistics
For Venue & Logistics enquiries please contact Sarah Barton on or email sarah@thoughtleaders4.com