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Simon Gore Consulting Ltd

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Trusted since 2002 to deliver affordable, timely and reliable legal training

This webinar will consider the recent decision in Titcombe v Ison from the perspective of two of the practitioners in the case. Issues in the case included whether and when promises were sufficient to give rise to a fully secret trust and what sort of obligation is sufficiently certain to form the basis of a secret trust:

 

- The principles of secret and half secret trusts

- What has to be proven to establish a fully secret trust?

- What kind of promises are enough?

- Is the obligation certain enough to give rise to a secret trust?

- What sort of evidence is needed to win these cases?


About the presenters

Roberta is a specialist contentious trusts and estates lawyer and has an excellent reputation among her peers in representing high net worth individuals, family offices, trustees, protectors, executors and beneficiaries in respect of such matters. Examples of the cases Roberta deals with are as follows: validity issues, breach of trust, removal applications, construction arguments, freezing injunctions, asset tracing and recovery and the full remit of estate disputes. Roberta’s supportive and constructive approach to litigation inspires confidence in her clients. Roberta fiercely defends her clients’ best interests, while always considering the wider and long-term implications for their personal, financial and commercial interests. Taking a creative approach, Roberta will explore alternatives to court such as mediation, but will take matters to trial when necessary. Roberta also works closely with her family and private client colleagues and often advises on issues that arise in the context of divorce or post and pre-nuptial agreements or on stress testing trust structures.


Richard's practice is focussed on Wills, Estates and Trusts and related professional negligence. His practice is predominantly litigation, and he is frequently involved in large and complex claims. He also advises and represents in Court of Protection matters and provides expert advice in respect of tax and tax planning (principally capital taxation).


Richard has been a Chair of the STEP Contentious Trusts and Estates SIG and an elected member of the Chancery Bar Association Committee. He is a member of STEP and ACTAPS. He was ACTAPS Contentious Barrister of the Year for 2016.


Richard is an editor of Rossdale’s Administration of Estates and Parker’s Modern Will Precedents and regularly writes and lectures on chancery and private client matters.


Richard has been shortlisted by Chambers UK for the (Chancery) ‘Junior of the Year’ award.


















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Dealing with

Secret and Half Secret Trusts

Webinar 23rd June from 12.30 - 2pm

Live, interactive and recorded for future viewing

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Presented  by

Richard Dew,

Ten Old Square Chambers

Roberta Harvey,

Partner & Head of Contentious Trusts and Estates, Forsters

What happens after your register?

After completing the registration form, we will email you a confirmation invoice and upon payment an access link will be sent giving permission to join the meeting.

Payment can be either by bacs (details printed on the invoice or call with a credit card and your invoice number)

Follow up emails will be sent with notes/slides before the event and then a final email to access the event recording.

Which online platform?

We currently use Zoom to host all our online events.