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Private Client Magazine Issue 14 - Contentious Trusts

We are delighted to present the Contentious Trusts edition of the Private Client Magazine. In Issue 14, we unveil the challenging landscape of trust disputes. From family dynamics to the evolving legal frameworks across different jurisdictions, our authors examine the intricacies involved in resolving contentious trust matters. We hope you find the following pages insightful, as they shed light on familial relationships and legacy preservation.


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The Law of Unintended Consequences: The ‘Overseas Relationships’ That Are Considered Tantamount To Marriage in England
April 2024
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Carte Blanche: The Court VS The Testator - No-Contest Clauses & The 1975 Act
March 2024
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Heiress Estate Wins $21 Million FBAR Penalty Case
March 2024
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Unhappiness In Its Own Way: How Family Court Approaches Valuation of Matrimonial Assets
March 2024
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Digital Assets After Death
March 2024
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What Am I Entitled To Following Cohabitation? A Comparison of the Law Either Side of the Border
March 2024
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Capacity and Calamity: What Happens When A Trustee or Protector Loses Capacity?
March 2024
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What the abolition of the non-dom regime means for non-UK resident trusts and those who use them?
March 2024
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The Budget 2024: The new regime for non-doms and their structures
March 2024
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Undoing Mutual Wills Agreements: Can Equity Speak With Two Voices?
March 2024
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All To My Sons: Is There Room For Male Inheritance in the Modern World?
March 2024
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Part 36 and Its Application To Probate Claims: Clarification Provided
March 2024
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The Surge In Contentious Probate Cases and the Current Legal Landscape
March 2024
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Pensions in International Divorce: What To Look Out For
February 2024
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Cruel Intentions, or Inadvertent Consequences? Revocation, Revival, Republication and Losing The Will
February 2024
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Chinese Income Figures in Case Against Californian
January 2024
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Between Misery and Solace: Information Rights of Liechtenstein Discretionary Beneficiaries
January 2024
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Proprietary Claims, Conflicts and Cash
January 2024
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A Balancing Act: An Analysis of the Cayman Islands Case ‘In The Matter of The X Trust and The Y Trust’
December 2023
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The Only Way You Can Buy Time
December 2023
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Conduct Cases in Financial Remedy Proceedings: A Plea for Specificity Towards a Streamlined Tomorrow for Our Clients, Our Courts, and Ourselves
December 2023
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Advising Non-Doms in Tax Disputes: Why Tina Turner Was Right
December 2023
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The Ecclestone Case and the Potential Pitfalls of Tax Investigations
November 2023
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Are Executors Invincible?
November 2023
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Arbitration Gone Awry? Challenging Awards
November 2023
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‘Managing’ The Press in a High Profile Dispute - Is “No Comment” An Option?
November 2023
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The Role of External Experts in HNW and A-List Litigation
November 2023
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Is Trust Provision in a Will Ever Reasonable Financial Provision for a Surviving Spouse?
November 2023
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A Family Affair: The Risks of Going Into Business With Your Family
November 2023
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Nuptial Agreements: Where Are We Now?
November 2023
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Unlocking Hidden Wealth: The Growing Role of Open-Source Intelligence in High Net Worth Disputes and Divorce
November 2023
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ESG Investments & The Scope of a Trustee’s Powers in Guernsey
November 2023
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Pitfalls of Co-Ownership and How To Avoid Them
November 2023
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The Role of Nuptial Agreements in Long Term Planning for HNW Clients
November 2023
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Trusts and the Human Rights Act 1998: The Rights of Children
November 2023
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Divorcing Couples, Death, and the Inheritance Act 1975
November 2023
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Farming Families & Inheritance: Disputing Estates Until The Cows Come Home
November 2023
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Natural Capital and Private Wealth
November 2023
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Claims For Reasonable Financial Provision Beyond The Grave
November 2023
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A Shared History and Legal System
November 2023
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Wealthy But Watchful: Do HNWIs Need To Tighten Their Belts?
November 2023
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Brazil Again Seeks to Tax Citizens’ Foreign Financial Investments
September 2023
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Put your seatbelts on: simple planning techniques to help avoid future conflict
September 2023
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Mental Capacity Issues - What Trustees Need to Know
September 2023
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Contentious Trusts and the Purposeful Advisor
September 2023
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A Cautionary Tale of Two Courts: the risks of seeking novel interim relief in the context of contentious trusts
September 2023
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Bored Ape NFT Investors Sue Sotheby’s
September 2023
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Decentralised Autonomous Organisations (DAOs) and Regulation
September 2023
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Trustees Cleaning Out Their Closets… Trends Across the Trust Industry
August 2023
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Breach of Trust, Directors and Corporate Trustees: Multiple Derivative Claims Following McGaughey v Uss
August 2023
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How to get Pupillage
May 2023
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HM Treasury’s approach to cryptoassets, cooperation with other jurisdictions, and international standard-setting: a (not that brief) summary
April 2023
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But I Acted on Legal Advice…
April 2023
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United Arab Emirates Inheritance Disputes
April 2023
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Trust cases in court in Guernsey during 2021
April 2023
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Litigation lending
April 2023
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Contentious deceased estates and the value add of the right professional independent administrator
April 2023
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Breaking Up the Business - “No Dynasty Lasts Beyond the Lifespan of Three Generations”
April 2023
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Elementary, my dear Watson: Royal court of Jersey refuses to allow seizure of judgment debtor’s interests as discretionary beneficiary of three trusts
April 2023
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Wrangling with wasting assets – A new challenge for Cayman Trustees
April 2023
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A World of Barriers – the Latest on Firewalls in Trust Litigation
April 2023
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Litigation Friends: Who Would Want to be One?
April 2023
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Use it or Lose it, but Beware the UK
April 2023
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Divorced from reality: Pugachev, Webb, and Illusory trusts in divorce proceedings
April 2023
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Akhmedova V Akhmedov and ORS [2020] EWHC 1526 (FAM)
April 2023
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Attacking and Defending Trusts in Divorce
April 2023
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RE H – A new dawn for 75 act claims?
April 2023
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When does foreign illegality vitiate the enforcement of a Singapore trust?
April 2023
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Extraterritoriality in Jersey legislation - An external threat to trusts?
April 2023
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Insolvent Trusts and Trustee Duties
April 2023
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The Continuing Expanse of Crypto Laws: Service by NFT Airdrop and Constructive Trust Claims Against Crypto Exchanges
March 2023
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The Heat is on for Insolvency Professionals in Crypto Winter
March 2023
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Civil Fraud Trends and Predictions
March 2023
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Remedies Available in Cayman for Victims of Cryptocurrency Fraud
March 2023
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Searching for Assets in Cyber Space: A New Gateway Opens?
March 2023
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Public Interest Winding Ups: The Next Tool to Derail Crypto Scams
March 2023
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2022: Key Developments in BVI Dispute Resolution
March 2023
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Bit by Bit: Information Orders in Crypto Fraud Dispute Fly Through Gateway 25
March 2023
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Crypto 2023 -  A Look at Insolvency Financial Crime and Regulatory Trends
March 2023
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Divorce in the Digital Age: Cryptocurrency
March 2023
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Cryptocurrency: The Latest Headache for Lawyers
March 2023
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Crypto Currency on Divorce - Scotland
March 2023
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The Digital Divorce: The Rise of the Crypto Assets in Financial Remedies
March 2023
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The Crypto Contagion An Overview of Recent cases
March 2023
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Key Developments This Year - And Next
February 2023
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Saving Heritage Assets for the Nation, Whilst Saving Tax - The Taxation of Heritage Assets
February 2023
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How the IRS Shares Taxpayer Info With Other Governments
February 2023
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SDLT: Black and White, or (50) Shades of Grey?
February 2023
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Clean Capital: The Structuring & Pitfalls
February 2023
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Consideration v Causation in the Context of S142 of the Inheritance Tax Act 1984
February 2023
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The Remittance Basis of Taxation in the UK: A Future in the Balance
February 2023
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Tax Investigations and Enquiries: Navigating a Disclosure Strategy
February 2023
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A Brief Guide to Tax Reliefs on Art and Cultural Property
February 2023
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Sports Stars, Influencers and Entertainers Tax Conference: The Digital Age Write Up
December 2022
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Crypto Insight 2022
July 2022
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Looking back from 2030 - ILBF Essay Competition, Ghazi Hakem
May 2022
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Opportunities for Legal Technology in the Improvement of Access to Justice and Diversity in the Legal Profession by 2030 - ILBF Essay Competition 2022, Daniel Smithson
May 2022
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Investors Turn to Private Assets in Search for Diversification
May 2022
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Letters of Wishes and Maintaining the Settlor/Trustee Relationship
May 2022
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60 seconds with: Constance McDonnell QC, Serle Court
May 2022
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Tales from the Crypto
May 2022
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Trusts Caught by the Deemed Domicile Net
May 2022
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Cross-Border Incapacity: Dealing With the Lack of Cohesion Between Jurisdictions
May 2022
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60 seconds with: Fiona Noon, Equiom
May 2022
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Can Onshore Become the New Offshore?
May 2022
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Executor, Not Arbiter: The Role of the Trustee in a Dispute Between Beneficiaries
May 2022
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60 seconds with: Anita Shah, McDermott Will & Emery
May 2022
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Thought Leaders 4 Women Who Inspire - IWD 2022 - Bernadette Carey Profile
March 2022
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Thought Leaders 4 Women Who Inspire - IWD 2022 - Sue Nickason Profile
March 2022
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Thought Leaders 4 Women Who Inspire - IWD 2022 - Jennifer Ollerenshaw Profile
March 2022
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Thought Leaders 4 Women Who Inspire - IWD 2022 - Yindi Gesinde Profile
March 2022
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60-Seconds With: Jannika Glendon, Associate, Mcdermott Will & Emery
January 2022
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60-Seconds With: Emma Taylor, Associate, Collas Crill
January 2022
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60-Seconds With: Adam Fellows, Associate, Stephenson Harwood
January 2022
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60-Seconds With: Tamsin Wooldridge, Solicitor, Shakespeare Martineau
January 2022
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60-Seconds With: Stephanie Antrobus, Solicitor, Womble Bond Dickinson
January 2022
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60-Seconds With: Rosie Taylor, Associate, Womble Bond Dickinson  
January 2022
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60-Seconds With: Rosalind Russell, Associate, Withers
January 2022
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60-Seconds With: Maria Chami, Associate, Stephenson Harwood
January 2022
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60-Seconds With: Lucinda Brown, Partner, BDB Pitmans
January 2022
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60-Seconds With: Jessica Clark-Jones, Pupil Barrister, XXIV Old Buildings
January 2022
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60-Seconds With: Jerry Jamieson, Associate, Maurice Turnor Gardner
January 2022
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60-Seconds With: Holly Payling, Associate Director, Buzzacott
January 2022
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60-Seconds With: Emily Bueno, Associate, Mishcon De Reya
January 2022
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60-Seconds With: Daniel Thorpe, Barrister, Radcliffe Chambers
January 2022
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60-Seconds with: Craig Dinnett, Associate, Collas Crill
January 2022
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TL4 & ConTrA Summary | Private Client Summer School 2021
December 2021
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Knowledge BVI trust legislation enhanced by Trustee (Amendment) Act 2021
July 2021
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Virtual Value Visibility Partnership
October 2020
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Why virtual mediation is here to stay for private client disputes
July 2020
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Trustees and Divorce: Navigating Stormy Waters
April 2020
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Practical Considerations When Encountering Financial Distress Within Trust Structures
November 2023
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Succession Planning for Middle Eastern Families: Solutions that are fit for a King
July 2023
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Proving Foreign Law
July 2023
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The drive for International Transparency: Secrecy is dead and Good Riddance but will Privacy follow?
July 2023
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Can No Contest Clauses “Make Wills Great Again”?
June 2023
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Insolvent Trusts: where are we now?
June 2023
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Crypto Fraud Litigation: Key Considerations for Crypto Exchanges
March 2023
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Beyond the Ethereum
March 2023
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Getting Comfy with Crypto: Building Trustee Confidence
March 2023
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Wealth / Life Middle East 2022 | 15-17 November 2022
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TL4 TV | Ajay Wiltshire & Keith Oliver | Wealth / Life Middle East (DXB)
December 2022
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TL4 TV | Ajay Wiltshire & Marianne Kafena | Wealth / Life Middle East (DXB)
December 2022
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Private Client Summer School: The Ultimate Insider’s Guide 2022
September 2022
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Crypto in Disputes 2022 | 29 June 2022
August 2022
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Private Client Contentious Circle of Trust 2022
May 2022
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Private Client Summer School: The Ultimate Insider’s Guide 2021
May 2022
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Landed Estates Slides
March 2022
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Private Client Guernsey Interview with the Chair - Bryony Cove
September 2021
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Private Client Jersey Interview with the Chair - Sangna Chauhan
September 2021
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Looking forward to the Year of the Ox
March 2021
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Succession planning and the PTC
March 2021
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January 2021
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TL4 Cross-Over Case Study Overview for Attendees
November 2020
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TL4 X-Over Case Study
November 2020
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Cooking up a storm: The Privy Council’s decision in Webb v Webb
November 2020
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Death & Divorce Full Event Slides
July 2020
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Top 10 Tips for Successful Video Interviews
July 2020
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The Moral Maze – considering child adult claims under the Inheritance (Provision for Family and Dependants) Act 1975
July 2020
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What should Protectors be thinking about since the arrival of Covid-19?
July 2020
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Practical Considerations for Trustees
July 2020
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It’s time to adapt – the Next Generation is on their way!
July 2020
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Unexpected Death in the Times of Covid 19:- Estates with U.K. as well as International Focus
July 2020
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Dealing with the death of a settlor
July 2020
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Private label funds – collective investment vehicles for HNWIs
July 2020
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Relaxing Requirements for Executing a Will during Covid-19
July 2020
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Abuse of the Interpol system
July 2020
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Tax for Entertainers & Sports People - Slides
July 2020
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Insolvent trusts and trustee duties
July 2020
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Trusts in Divorce 6th July Event Slides
July 2020
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Cases Referred to in Trustees & Divorce Virtual Event
June 2020
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Coronavirus’ impact on HNWs advice
May 2020
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April 2020
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April 2020
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Ways of Protecting Family Wealth on Divorce
April 2020
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Potential Psychology and Emotional Challenges in HNW and UHNW Divorce
February 2020
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