2018 Trust & Estates Litigation Forum
 

Legal Week Trust & Estates Litigation Forum 2018 

4- 6  March 2018
Hôtel Royal
Évian-les-Bains, France

Conference Programme 

Day One: Sunday 4th March 2018

12.00 Guests arrive at their leisure

17.30 Drinks reception 

18.30 Welcome dinner

Day Two: Monday 5th March 2018

08.00 Early bird masterclass
England versus offshore: Ramifications and liability for creditors and others
The duties of trustees in insolvent situations
What sort of insolvency regime, if any, should apply
The exercise of fiduciary powers in insolvent situations

09.15 Welcome from the chairmen
Dakis Hagen QC, Serle Court
Nicholas Holland, McDermott Will & Emery

09.30 Opening panel
Litigation showcase: Where were we? Where are we now? Where are we going?
This introductory session seeks to provide a snapshot summary of emerging concepts and juicy new cases from the past year which have featured in trust litigation. Each update is limited to a succinct 5 minute summary, to maximise time for information overload. 

10.15 Q&A 
A candid interview with… Keynote to be confirmed

11.00 Coffee break and networking 

11.30 Panel debate
Sergei Pugachev: Unravelling the most important trust case of the year

12.15 Interactive focus groups: 

A) Artificial intelligence 
How do we feel about the use of AI and exploring or adopting it in our practices? Are we for or against? 
In light of predictive coding, what makes sense to draw hostile disclosure?
How else is AI being used and applied now in wealth management? 
How will AI be applied in future? And, how near or far is that future?

B) Cybercrime and confidentiality 

C) New trust jurisdictions in the 21st Century: Neom?

D) The 21st Century Family
Surrogacy and parental orders
Advising a guardian ad litem – the potential perils and pitfalls and how to avoid them
Rights over DNA during lifetime and after death  

13.20 Lunch

15.00 Leisure activities
The Forum is not just about the content you receive in the formal sessions, but the crucial piece of information that you pick up whilst enjoying one of a range of leisure activities. 

19.30 Champagne reception

20.00 Gala dinner 


Day Three: Tuesday 6th March 2018

08.00 Early bird masterclass
M&A, trusts and the consequent pitfalls
We have seen a huge number of mergers and acquisitions amongst trust companies, but what are the potential pitfalls from a litigation perspective, including confidentiality issues and risk?  

09.15 Chairs’ opening comments
Dakis Hagen QC, Serle Court
Nicholas Holland, McDermott Will & Emery

09.30 Opening panel
Meritus Trust Company v Butterfield Trust: Battle of the trusts across several jurisdictions
Using the recent decision in Meritus Trust Company Limited v. Butterfield Trust (Bermuda) Limited, panelists from several jurisdictions discuss the contentious outcome: a former trustee has no general right of retention as against a new trustee, but only a non-possessory equitable lien. 

10.15 Interactive Focus Groups 

A) Exoneration clauses: To what extent do they provide a cast iron shield for trustees?

B) Developments in the law of estoppel: Sword and shield

C) Investment negligence proceedings in a trust context

11.15 Networking break and coffee 

11.45 Interactive panel 
Are firewalls in British Overseas Territories vulnerable to Imperial legislation?
Each panelist has 3 minutes against the clock to say why their jurisdiction is better in each of the following areas:
1. Disclosure to beneficiaries
2. Rectifying mistakes made by trustees
3. Firewall 
The audience can then vote on which trust law is best. 

12.15 Panel
Caught in the crossfire: Trustees embroiled in divorce proceedings 

13.00 Chairs’ closing comments 
Where are we now? What have we learnt? Coming back to core topics – snap shot approaches

13.20 Lunch
Join us for a light lunch before the transfer back to the airport. 

14.30 Transfer to airport

Please note programme is subject to change.

Delegate Bookings
To reserve your place at Legal Week Trust and Estates Litigation Forum 2018 BOOK ONLINE, call Peter Doolan on tel. +44 (0)20 3868 7555 or send an email to legalweekconference@alm.com