Events

TL4 Private Client: Contentious Probate & Inheritance Claims – Death in the Modern Age

March 28, 2023, 9:00 am to 5:15 pm

Join this one day conference covering the latest issues and trends in the private client sphere, including complex modern families, technological developments and loss of mental capacity

As the world is developing rapidly, so too are the laws surrounding private client and succession. Join us as leading practitioners discuss the pressing issues on the horizon and the ways to manage novel challenges practically.


Date: 28 March 2023

Time: 9am – 5.15pm

Venue: Thistle, Marble Arch

Practice Area: Trusts, Wills & Estates

Topics

Programme:
9:00 am – Registration and Coffee

9:30 am – Welcome from the Chairs
Amy Berry – Barrister – New Square Chambers
Alexander Learmonth KC – Barrister – New Square Chambers

9:40 am – Dynamics of a modern family

  • Blended family and non-binary children
  • Children conceived through surrogates
  • Definition of a spouse

Monika Byrska – Partner – Howard Kennedy
James Lister – Partner – Stevens & Bolton

10:20 am – Benefits and risks of incorporating modern technology

  • Impact of Covid
  • Risk of fraud/ undue influence

Constance McDonnell KC – Barrister – Serle Court
Professor Robin Jacoby – Emeritus professor of old age psychiatry – Oxford University
Alicia Tan – Associate – Farrer & Co

11:00 am – Coffee Break

11:20 am – Promises! Promises!

  • Proprietary estoppel of promises to leave property by will

Ashleigh Carr – Senior Associate – Forsters
William Moffett – Barrister – Radcliffe Chambers
Lucinda Brown – Partner – BDB Pitmans

12:00 pm – Mistakes in wills and trusts

Alison Regan – Joint Managing Partner – Russell-Cooke
Oliver Auld – Partner – Charles Russell Speechlys
Sofie Hoffman – Partner – Harbottle & Lewis

12:45 pm – Lunch

1:50 pm – Mediation- the better way forward?

  • Are we moving towards mandatory mediation before court proceedings?
  • Hot topics and trends

Julia Burns – Mediator – Dove in the Room
Charlotte Edge – Junior Counsel / Mediator – 5 Stone Buildings
Charlotte Bradley – Partner – Kingsley Napley

2:30 pm – Handling and recovering non-traditional asset classes

  • Art & Luxury goods

Ed Powles – Partner – Maurice Turnor Gardner
Willem-Joost de Gier – Co-Founder – Cadell
Hetty Gleave – Partner – Fladgate
Tamara Bell – Associate – Wedlake Bell

3:10 pm – Coffee Break

3:30 pm – Update on Cross-border probate

  • Conflict of laws
  • Choosing jurisdictions

Natasha Stourton – Partner – Withers
Aidan Briggs – Barrister – New Square Chambers

4:20 pm – Loss of Mental Capacity

  • Incapacity and poisoning of the mind
  • Deputyship

Bryony Cove – Partner – Farrer & Co
Emma Holland – Partner – Stewarts
James Warner – Consultant Psychiatrist – Halcyon Doctors

5:00 pm – Closing remarks

Alexander Learmonth KC – Barrister – New Square Chambers
Amy Berry – Barrister – New Square Chambers

5:15 pm – Drinks Reception

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