Getting it right: the process of trustee decision making

A joint seminar by Wilberforce Chambers and Carey Olsen

Date 14 October 2010

Time 13:30 - 17:00

Venue De Vere Holborn Bars, High Holborn, London (Map)

CPD pts 3.0

Cost £45 plus vat (£52.90)

Speakers

Wilberforce: Robert Ham QC, Michael Furness QC, Judith Bryant.

Carey Olsen: Paul Buckle, Robert MacRae, Andreas Kistler.

Booking

Download pdf programme /booking form.

Book Online

For more information please contact Naomi or Christine on 0207 306 0102 or email seminars@wilberforce.co.uk

Programme Overview

The Members of Wilberforce Chambers and the Partners of Carey Olsen are delighted to announce that they are combining to present an interactive seminar on a topical area of trust law and practice. The seminar will focus upon how trustees go about making proper decisions, something which they do all the time, but which is now very much under the spotlight given for instance, the serious challenges currently being made to the rule in Hastings Bass, principally by HMRC.

This conference will be of interest to anyone involved in trust administration and practice, from directors of trust companies to advisers, such as lawyers and accountants. Attendees should have a basic working knowledge of trust law and practice as the speakers will be focusing on the most current developments in the law affecting the trustee decision making process.

After two introductory sessions, dealing respectively with making and attacking trustee decisions, the audience will break into two groups, with each group considering what will amount to the same set of facts, one from the point of view of defending and the other from attacking, a decision based on those facts. To conclude the event, the two groups will re-convene and have the opportunity to present their respective attack and defence of the decision in the forum of a mock tribunal, which will include the presentation of arguments from counsel on both sides, but also have scope for comments from the floor. The final stage will be for the acting Tribunal chair to decide the matter on the strength of what he has heard from both groups.

We are very pleased to be running the event in London this year, as well as in both Jersey and Guernsey. Whilst they are each separate jurisdictions, the laws of Jersey, Guernsey, England and Wales are quite similar in the way they approach the subject of trustee decisions, and we very much hope that by having the seminars in each jurisdiction, the content of each will inform the others, and give the audience the opportunity to learn from opinions elsewhere.

This seminar is also taking place in the Channel Islands.

Guernsey - Tuesday 12th October 2010
For more information please contact Anna Coombs or call  01481 727272
Download booking form

Jersey - Wednesday 13th October 2010 
For more information please contact Maria Perree or call 01534 822319
Download booking form