Wills, Trusts and Tax Contentious Probate Update Swansea DATE: Tuesday, 14 November 2017 TIME: VENUE: 1.00 pm - 5.00 pm The Liberty Stadium, Landore, Swansea, SA1 2FA St John s Chambers Wills, Trusts and Tax team and sponsors Legal Network Wales, welcome you to their half-day seminar, which aims to bring practitioners up to speed with all the latest developments in this area of the law. The seminar is essentially targeted at solicitors who are (or would like to be) involved in contentious probate work, but it would also be of interest to non-contentious lawyers, will writing firms and professional executors. Cost 45 + VAT ( 54) CPD 3 hours Accreditation BSB and SRA
Programme 1.00-1.20 pm Registration and refreshments 1.20-1.25 pm Welcome from Chair Christopher Jones, Barrister, St John s Chambers 1.25-1.30pm Welcome from Legal Network Wales Legal Network Wales 1.30-2.10 pm Trust Litigation update Christopher Jones, Barrister, St John s Chambers Christopher will consider some of the recent developments in trusts law, including the court s approach to trustee exoneration clauses, the Family Division s treatment of (alleged) sham 2.10-2.50 pm Quantum in 1975 Act claims Charlie Newington-Bridges, Barrister, St John s Chambers 2.50-3.10 pm Refreshments Advising on and estimating quantum in Inheritance Act claims has always been difficult; more an art than a science. The recent Supreme Court decision in Illot v Mitson may have made it in even more problematic. Charlie s talk, focussing on recent court experience, will examine how judges approach the issue of quantum in Inheritance Act claims, how the approach has 3.10-3.50 pm Walking the line: a practical guide for PR s Vlad Macdonald-Munteanu, Solicitor, Hugh James Vlad will discuss the potential pitfalls faced by professional personal representatives, the role they should play and a practical guide to Part 64 applications. 3.50-4.30 pm Where s all my Mum s money gone - a financial abuse case study Oliver Wooding, Barrister, St John s Chambers A practical workshop designed to consider what methods are open to family members, attorneys, and personal representatives to recover monies on behalf of protected or elderly clients, or estates that have mysteriously disappeared during their lifetimes. 4.30-4.45 pm Question and answer session 4.45 pm Drinks and canapés
Your Presenters Christopher Jones Call 2004 Oliver Wooding Call 2009 Christopher is a chancery and commercial specialist with particular emphasis on trust litigation and advice and contentious and non-contentious probate applications. He also regularly advises on professional negligence claims, particularly in relation to claims against solicitors, accountants and tax consultants in relation to negligent conveyancing and tax advice. Christopher regularly advises in cases involving the division of assets between cohabitees, disputed wills and the administration of estates. In addition his practice includes disputes involving: claims under the Inheritance Act 1975; Co-ownership and trusts of land and applications under the Variation of Trusts Act 1958 to name a few. Christopher is particularly adept on trusts issues. His practice includes probate matters both contentious and non-contentious, landlord and tenant disputes and property litigation. Excellent knowledge of all matters relating to trusts. Chambers UK, Chancery (2017) Charlie Newington-Bridges Call 2011 Charlie has a specialist c h a n c e r y a n d commercial practice. His expertise includes wills and probate, commercial / contractual disputes; banking and financial services; company and partnership disputes; and real property and trusts. In the last year he has appeared twice successfully in the Court of Appeal and has acted as sole counsel in a number of reported High Court trials including three Inheritance Act claims acting for both claimants and defendants. Before becoming a barrister, Charlie spent 13 years working in investment banking. He was a director of ABN Amro s European equities division and prior to that worked at JP Morgan. Oliver has a commercial and chancery practice with particular interests in contentious and non-contentious probate. He is regularly instructed in a variety of contentious and non-contentious probate matters and is a student member of STEP and ACTAPS giving regular talks in the subject area. Oliver has appeared successfully for the claimant in the first reported case to consider s. 67 Adoption and Children Act 2002 and the construction of a will Hardy v Hardy [2013] EWHC 83 Ch, [2013] All ER (D) 214 (Jan). His other contentious probate experience includes: appearing on behalf of the claimant successfully challenging a will on the grounds of testamentary capacity; advising and appearing at mediation on behalf of a defendant executrix in a claim for an account and her removal. His non-contentious experience includes advising on the construction of wills and the property administration of estates and appearing before the Probate Registrar in applications under the Non-Contentious Probate Rules 1987. He also advises and appears in trusts matters, including recently advising on the administration of an employee benefit trust. Vlad Macdonald-Munteanu, Solicitor, Hugh James Vlad is a solicitor in the Hugh James top ranked (Legal 500 2017) Contested Wills, Trusts and Estates team. He acts for individuals, high street banks, trust companies and professionals in relation to all manner of contested will, trust and estates disputes and has successful appeared both in the High Court and County Court. Vlad s particular areas of expertise are: Challenges to the validity of wills Claims under the Inheritance (Provision for Family and Dependants) Act 1975 Proprietary estoppel and other equitable claims, to include resulting and constructive trust claims Construction, rectification and revocation claims Executor disputes Probate Registry practice and procedure, including summonses, citations and the Non Contentious Probate Rules 1987
Booking Information Booking information Please be advised that places are limited so please book early to guarantee a place. Cost Delegate fee: 45 + VAT ( 54) Legal Network Wales Member: 33.75 + VAT ( 40.50) The fee for this seminar includes the full conference pack and refreshments. Booking Please complete the booking form and either: Email us at seminars@stjohnschambers.co.uk Fax your completed booking form to us on 0117 929 4821 Post your completed registration form to: Marketing & Events team, St John s Chambers, 101 Victoria Street, Bristol BS1 6PU. Please send a cheque with this form or tick the box if you wish to be invoiced. Cheques are to be made payable to St John s Chambers. Terms and Conditions Cancellation: Any cancellations received with less than 48 hours notice will not be entitled to a refund. This is to cover catering and administrative costs related to the seminar. Confirmation of registration: If you have not received confirmation of your registration one week before the conference, please telephone 0117 923 4770. Substitute delegates: Substitute delegates will be accepted at any time please telephone 0117 923 4770 to let us know the name of the substitute. If you have any enquiries please call the Marketing & Events team on 0117 923 4770 or email seminars@stjohnschambers.co.uk
Booking Form Please complete the form in BLOCK CAPITALS and send to seminars@stjohnschambers.co.uk or fax to 0117 929 4821 First Delegate Name: Firm: Postal Address/DX: E-mail: Tel No: Special/dietary requirements: * Do you wish to receive future seminar updates? Yes No Please invoice or I enclose a cheque for made payable to: St John s Chambers Second Delegate Name: Firm: Postal Address/DX: E-mail: Tel No: Special/dietary requirements: * Do you wish to receive future seminar updates? Yes No Please invoice or I enclose a cheque for made payable to: St John s Chambers Once payment has been received you will receive a booking confirmation via e-mail. * We will not pass your details to any 3rd party.
St John s Chambers Wills, Trusts & Tax team and sponsors Legal Network Wales, look forward to welcoming you to this seminar. St John s Chambers 101 Victoria Street Bristol BS1 6PU DX 743350 Bristol 36 0117 923 4700 TELEPHONE 0117 929 4821 FAX Legal Network Wales Hodge House 114-116 St. Mary Street Cardiff CF10 1DY 029 2066 0559 TELEPHONE 0292 066 0572 FAX clerks@stjohnschambers.co.uk www.stjohnschambers.co.uk legalnetwork@hughjames.com www.hughjames.com