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New Square Chambers Trusts & Estates Seminar: An Update on Wills and Trusts

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Location

Bristol Marriott Royal Hotel

College Green

Bristol

BS1 5TA

United Kingdom

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Description

Please join us for an evening seminar, focussing on current issues in Trusts & Estates law, followed by drinks and canapés.

Three talks from our leading Trusts & Estates barristers will offer a practical insight into how practitioners' advice and practice may be affected by recent and key developments in the law.

Programme

Approval Rating - Alexander Learmonth
What exactly does the requirement of knowledge and approval of a will mean?

  • To what extent must one understand the effect of the will one executes, as well as just the words on the page?
  • How does the requirement interrelate with rectification of wills?


The rule against self-dealing and its exceptions - Charles Holbech

  • When the rule applies
    • fiduciaries
    • remedies
  • Exceptions
    • conflict authorised by trust instrument
    • concurrence of beneficiaries
    • trustee placed in position of conflict by settlor
    • sanction of Court
  • Newman v Clarke [2017] 4 WLR 26
    • unilateral exercise of prior rights
    • criticism of decision


Recent Trusts & Estates Cases - Aidan Briggs
A round-up of important decisions in the last 6 months, with analysis of the decisions and how they may affect practitioners’ advice and practice in future. Will also include a review of the Law Commission’s proposals for the reform of Wills. Including:

  • Lee v Lee - rectification
  • Pugachev - protectors and sham trusts
  • Burnden - limitation for trustees
  • latest on the Crociani litigation

The evening will close with drinks and canapés, to be served from 7.30-8pm.

Please click REGISTER above to confirm your attendance. If any colleagues would like to accompany you, please direct them to this page.

We look forward to hearing from you and hope you will be able to join us for an interesting and informative evening.

The Events Team

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Date and Time

Location

Bristol Marriott Royal Hotel

College Green

Bristol

BS1 5TA

United Kingdom

View Map

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