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
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.