This one-day event, organised by the Law Society’s Private Client Section, will consist of an in-depth examination by a representative group of lawyers from various jurisdictions covering: 

  • elderly client management 
  • contentious probate 
  • will drafting and succession issues
  • asset protection
  • Brussells IV

Case studies, panel discussions and networking with expert leading practitioners will give delegates an interactive and experience-driven learning opportunity in order to grasp the growing and changing trends in international private client. 

A glossary of terms and factsheet for each jurisdiction will be given to delegates at the conference along with a full conference report by email afterwards.

This event took place on 19 March 2014. Section members were entitled to £45 off the £345 delegate fee

Programme

08.45 - 09.15        Registration and refreshments 

09.15 - 09.35        Conference welcome (Desmond Hudson, chief executive, The Law Society)                              

09.35 - 10.05        Keynote speech: International estates update: avoiding problems & pitfuls (Jo Summers, partner, PWT Advice)

10.05 - 10.50        In sickness and in wealth protecting assets from marriage (Mark Harper, Withers)

                            - The worst excesses of divorce
                            - Pre-nuptial agreements and marriage contracts/forum shopping
                            - Structuring of trusts to give protection from attack                              

10.50 - 11.10        Refreshments and networking in exhibition

11.10 - 11.55        Will drafting and succession issues (Terence Bennett, senior associate, Charles Russell)
                            - One will or many - considerations for a client with assets in multiple jurisdictions
                            - Formal validity - complying with Wills Act 1963 and other formalities
                            - EU Succession Regulation (Brussels IV) - its relevance to the UK

11.55 - 12.40        Who’s will is it anyway? - International forced heirship and offshore firewall legislation (Elspeth Talbot-Rice QC, XXIV Buildings)
                            - Forced heirship - what is it and which jurisdictions have it?
                            - What are its ramifications on estate administrations? Is it enforceable?
                            - Is it firewalled by legislation?          

 

12.40 - 13.40        Lunch and networking in exhibition 

13.40 - 14.25        International aspects of elderly client issues (Julia Abrey, partner, Withers Worldwide LLP)
                              - Cross border capacity-legal issues and Hague Convention
                              - LPAs and their relatives-what works where?
                              - Estate planning for the incapable-international experiences

14.25 - 15.25        Workshops: Up close and personal 

                              Delegates can chose to attend any of the following small sessions

                              France - David Anderson, partner, Sykes Anderson
                              Germany - Jan-Hendrik Frank, partner, WF Frank & Partner
                              Italy - Bridget Ellison, Partner, De Berti Jacchia Franchini Forlani
                              Spain - Alberto Cañizares, Cañizares Abogados
                              United States - Suzanne Reisman, Law Offices of Suzanne Reisman 

15.25 - 15.45        Refreshments and networking in exhibition 

15.45 - 16.30        EU succession regulation (Richard Frimston, partner, Russell-Cooke)
                            - Its effects inside and outside the EU
                            - Which are still the grey areas?
                            - Choice of law and the consequences. 

16.30 - 16.40        Conference closing remarks (Simon Leney, chair, Private Client Section executive committee, The Law Society)

16.40 - 17.40        Networking drinks reception

Who should attend?

Solicitors and professionals involved in advising private clients and trustees.