Programme
09:30 – REGISTRATION AND COFFEE
10:00 – CHAIR’S INTRODUCTION
Contentious Probate: Shaping new law into solution-focused answers for your clients
Chaired by James Lister of Stevens & Bolton
10:10 – HANDLING FINANCIAL ABUSE CASES
How do you gain an edge for your client when handling financial abuse cases, including dodgy attorneys and predatory marriages, and recover misappropriated monies?
Answered by Alex Troup KC
10:45 – REASONABLE FINANCIAL PROVISION
How far can you push the court on reasonable financial provision for adult children, long-term cohabitees and spouses benefitting from life-interest trusts?
Answered by Constance McDonnell KC
11:20 – MORNING COFFEE
11:35 – PROBLEMS WITH CAPACITY EVIDENCE
How do you control – and overcome – the problems with capacity evidence and turn the scale in your client’s favour, following the spate of recent cases?
Answered by Kate Selway KC
12:10 – CHALLENGING TRUSTEES’ DECISIONS
What are creative ways of challenging trustees’ decisions and securing a favourable outcome for clients, supported by case law and practical examples?
Answered by Matthew Hodson of Gatehouse Chambers
12:45 – OVERRUN
13:00 – LUNCH
13:45 – PERSONAL REPRESENTATIVES
How do you contend with – or defend – personal representatives battling with each other, including probate applications, letters of administration and strategic use of caveats?
Answered by Alexander Learmonth KC
Alexander won ‘Advocate of the Year’ at the STEP Private Client Awards. “He is just so dynamic, always seeing an angle that improves the client’s position.”
14:20 – GOING BEYOND GUEST V GUEST
To what extent will the courts apply the decision from Guest v Guest, but reduce the award due to proportionality and/or unreasonableness, and by how much?
Answered by David E Grant KC
14:55 – EARLY ONSET DEMENTIA
With early onset dementia becoming an ever increasing reality, how do you protect yourself and the testator from attack on the grounds there was cognitive impairment?
Answered by Oliver Ingham of 3PB
15:30 – OVER-RUN
16:00 – CLOSE OF CONFERENCE
