2018 Trust & Estates Litigation Forum

Legal Week Trust & Estates Litigation Forum 2017: Speakers

Conference Co-Chairs

Shân Warnock-Smith QC, 5 Stone Buildings and ICT Chambers, UK and Cayman Islands

Shân is both an adviser and a litigator in the whole range of trust and succession matters. She is ranked among the leading Silks in her field and has appeared in a number of the most important  private client cases of recent years. Shân has an international practice, taking her around the globe to advise and to litigate from her bases in London and Cayman. She specialises in wealth structuring for international families, with and without the involvement of the court. Shân is also a specialist mediator of trust and succession disputes.

Anthony Poulton, Baker McKenzie, UK

Anthony is a partner in the Dispute Resolution Department of Baker McKenzie’s London office and chairs the firm’s market leading Trust Disputes Group. Chambers UK and Citiwealth rank him among the leading lawyers for private wealth, contentious trusts and fraud cases.

Anthony regularly contributes articles to legal journals in the trusts industry, and frequently speaks at conferences and seminars in Europe and throughout the world. He serves as member of the Association of Contentious Trust and Probate Specialists.

Keynote Speakers

Mary K Duke, Family Wealth Advisor, USA

Mary is an internationally recognised advisor to families navigating the complexities of substantial wealth. Her work is anchored in the facilitation of family meetings, strategic planning for owned businesses, private trust companies and family offices and the education and mentoring of family members around the world.
She is known for her deep expertise on the impact of trusts on families and her work in generational transition in family enterprises. Trained in family systems and dispute resolution, she has an excellent track record helping family members collaborate more effectively and understands the effective use of governance for families and their businesses.

Previously, Mary headed two private family offices involving prominent families and later spearheaded a leading bank’s award-winning family wealth program while overseeing 7 trust companies and an off-shore private bank. She is a licensed attorney and accountant and has served tours of duty in private client law and business consulting.

His Honour Denzil Lush, former Senior Judge of the Court of Protection

Denzil qualified to practise as a solicitor and notary public in Scotland. He was formerly a partner in Anstey & Thompson (now known as Foot Anstey), Solicitors, Exeter, and still lives in Exeter.

He was a part-time Chairman of the Social Security Appeals Tribunal from 1994 until being appointed as Master of the Court of Protection on 24 April 1996, and became the Senior Judge of the Court of Protection when the Mental Capacity Act 2005 came into force on 1 October 2007. He retired on his 65th birthday in 2016.

Denzil was formerly a member of the Law Society’s Mental Health and Disability Sub-Committee. He was a member of the British Medical Association’s working party that drew up the code of practice on Advance Statements about Medical Treatment (1995), and contributed to Assessment of Mental Capacity: Guidance for Doctors and Lawyers, published jointly by the British Medical Association and the Law Society in 1995 (4th edition 2015). He was also a member of the working party on structured settlements, which reported to the Master of the Rolls in August 2002.

He is a judicial member of STEP (the Society of Trust and Estate Practitioners), and was presented with the Geoffrey Shindler Award for Outstanding Contribution to the Profession at the STEP Private Client Awards (PCA) 2009/10 and the Lifetime Achievement Award at the PCA 2016/17. He received an award in recognition of outstanding support provided to the Association of Contentious Trust and Probate Specialists (ACTAPS) in May 2015, and in June 2015 he was described by an award-winning legal blog as having “probably the best case load in English justice.”

Sir Robert Francis QC, Serjeants’ Inn Chambers, UK

Robert is instructed in cases involving difficult ethical issues in relation to the treatment of patients who are unable to make their own decisions. Having appeared for the hospital trust in Bland, the first case in which the court sanctioned the removal of life sustaining treatment to a patient in a permanent vegetative state, he has acted in many of the leading cases in this field in the highest courts. Recently he appeared in Re NRA, in which the court grappled with the lawful way of dealing with the many thousands of deprivation of liberty applications following Cheshire West.

Robert chaired the two Mid Staffordshire NHS Foundation Trust inquiries and the NHS Freedom to Speak Up Review and last year represented the doctor in Squier v GMC, the landmark appeal concerning expert evidence in shaken baby syndrome trials. He is instructed in litigation in overseas jurisdictions including the Isle of Man, Cayman Islands and Hong Kong. Robert received his knighthood in 2014 for services to healthcare and patients. He is one of the authors of Medical Treatment: Decisions and the Law and a contributing editor to Medical Law Reports.



Sir Richard Aikens, former judge of the Court of Appeal, UK
Andrew De La Rosa, ICT Chambers, Cayman Islands
Daniel J Dochylo, Borden Ladner Gervais, Canada
Piers Feltham, Radcliffe Chambers, UK
Jay Freiberg, Katten Muchin Rosenman, USA
Sir Robert Francis QC Serjeants’ Inn Chambers, UK
Johannes Gasser, Gasser Partner Attorneys at Law, Liechtenstein
Siena Gold, Harcus Sinclair, UK
Dawn Goodman, Withers, UK
Jeremy Gordon, Farrer & Co, UK
Aureliano Gonzalez Baz, Bryan Gonzalez Vargas & Gonzalez Baz, Mexico
Elaine Gray, Carey Olsen, Guernsey
Mark Harper, Hughes Fowler Carruthers, UK
Professor Jonathan Harris QC, Serle Court, UK
Jonathan Hilliard QC, Wilberforce Chambers, UK
Nicholas Holland, McDermott Will & Emery, UK
Andreas Kistler, Carey Olsen, Jersey
Graeme Kleiner, Charles Russell Speechlys, UK
Thelma Kwan, Barrister, Thelma TM Kwan, Hong Kong
Josh Lewison, Radcliffe Chambers, UK
Manuel Liatowitsch, Schellenberg Wittmer, Switzerland
Richard Manyon, Payne Hicks Beach, UK
Morven McMillan, Maples & Calder, Cayman Islands
Dr Chudozie Okongwu, Managing Director, NERA Economic Consulting
Helen Ratcliffe, Bircham Dyson Bell, UK
Keith Robinson, Appleby, Bermuda
Dr Thomas Rohner, Pestalozzi Attorneys at Law, Switzerland
Ben Rose, Hickman & Rose, UK
Jason S. Scott, Osborne, Helman, Knebel & Scott, USA
Elspeth Talbot Rice QC, XXIV Old Buildings, United Kingdom
Johannes Stillig, Schillings, UK
Jeremy Wessels, Mourant Ozannes, Guernsey
Richard Wilson QC, Serle Court, UK
Tina Wüstemann, Bär & Karrer, Switzerland
Basil Zirinis, Sullivan & Cromwell, UK and USA