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Trusts, probate and estates: contentious

Wilberforce STEP Cayman Seminar

Monday 17 September 2018
5.30 - 6.30pm followed by drinks
The George Town Yacht Club, Upstairs Function Room, 606 North Sound Road, George Town, Grand Cayman
1.0 CPD

We are pleased to partner with STEP Cayman to deliver a seminar to members on topical issues relating to trusts law. The talks are detailed below:

TALK 1: 5.30pm – 5.50pm

Trustees’ mistakes: the offshore experience – Michael Ashdown

  • Codified Hastings-Bass rules: Bermuda, Bahamas and Jersey – and Cayman next?
  • Recent offshore developments in mistake
  • Is a breach of fiduciary duty required? M v St Anne’s Trustees

TALK 2: 5.50pm – 6.10pm

Recent developments in proprietary claims and attacking and defending trusts – Jonathan Hilliard QC

  • Cayman and Bermudan developments in defending trusts from attack- when can trustees defend against outsiders and what are the consequences?
  • Money paid out of trusts in breach of trust- when do tracing claims run into problems?

TALK 3: 6.10pm – 6.30pm

Trustee indemnities and retention of assets – Tiffany Scott QC

  • What is the nature of a trustee’s indemnity?
  • How far can trustees go in retaining trust property to meet future claims and other expenses?
  • How can beneficiaries challenge decisions to retain?
  • Practical considerations for trustees and beneficiaries

Please email if you would like to RSVP or have any questions.

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