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Simon Gore Consulting Ltd

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Paperless Conference

A link to access notes and presentations is emailed a few days before the conference.


Contentious Probate 2020 Conference

Wednesday 11th March, London

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Agenda


Registration 8.45am


Morning Sessions

9.30am Latest on 1975 Act cases,

Penny Reed QC, 5 Stone Buildings & Paul Hewitt, Withers


Panel session -

How does the court calculate equity? Clean break, lump sum - Habberfield

          Latest on propriety estoppel cases

          Fulling promises not fulfilling need.

Leslie Blohm QC, St John’s Chambers

Sebastian Kokelaar, 3 Stone Buildings

Lucinda Brown, Hewittsons


Discussion session -

Wills: when and how to follow the golden rule, and what may happen if you don't

a review of the medical issues that may impact on testamentary capacity and some advice on the practicalities of getting a medical opinion

Drake v Dervish

Constance McDonnell QC, Serle Court & Dr James Warner, Halcyon Doctors


The use of  Early Neutral Evaluation following Lomax v Lomax

Miranda Allardice, 5 Stone Buildings


Afternoon Sessions


1.45pm Can a trustee(s) act impartially and adopt a neutral position and leave beneficiaries to litigate between themselves?

Alex Learmonth & James Saunders, New Square Chambers


It is time to expand our little heterosexual or homosexual worlds and take a new look at domicile

- How children are born - fertilisation, surrogacy - and who their "parents" are

- How this sits, or doesn't, with the law on domicile of origin and how this is allocated - marriage follows

  father; unmarried follows mother - if there are 2 fathers or 2 mothers

- Domicile in the context of the 1975 Act

Amy Berry & Mark Dubbary, Pump Court Chambers and Sam Dewes, BDO


How to obtain information about the estate, Lewis v Tamplin - what documents & info do PRs need to provide for beneficiaries?

Privacy issues in varying trusts, especially children (MN v OP)

Aidan Briggs and Guy Adams, New Square Chambers


Top ten mistakes in estate administration and quick ways to rectify them (avoiding professional negligence claims)

Richard Dew, Ten Old Sq.


Conference close 5pm