Trusts, probate and estates: contentious, International / offshore, Trusts, probate and estates: non-contentious
Friday 15th September 2023
12pm - 2pm, followed by lunch
George Town Yatch Club (upstairs), 612B North South Road, Grand Cayman KY1 1010
CI$35 - STEP Members & Students; CI$50 - Non-Members
We are pleased to invite you to the STEP Cayman Islands Lunchtime Lecture.
The lectures are presented by Wilberforce Chambers, with topics covering-
Trustees and their expenses – a modern approach? with Fenner Moeran KC
– The issue – what are ‘expenses [properly] incurred’?
– The traditional answer – ‘authorised transactions’, and historic categories
– The problem – modern situations outside the historic categories, e.g. borrowing and litigation funding The solution – a purpose-based analysis of the (trans-)action?
What trustees can/should do when beneficiaries fall out with Clare Stanley KC
– Disagreements between beneficiaries
– Disagreements between beneficiaries with the trustee
– Conflicts of interest and how to manage them
– Legal privilege – when can beneficiaries see legal advice taken by the trustee
To sign up for this event please email – stepcayman@gmail.com
People to view:
Articles
Article by John Grocott-Barrett, 27th June 2024 To read or download this article as a PDF, please click here. The co-ownership of property is a question that vexes all private client lawyers. The recent judgment of Nugee LJ, a former member of... Read more
By John Grocott-Barrett
Friday 28 June 2024
Recent Cases
Trusts, probate and estates: contentious, International / offshore
Jonathan Hilliard KC
Monday 17 June 2024
Recent Cases
Tax, Trusts, probate and estates: contentious, Trusts, probate and estates: non-contentious
Jonathan Davey KC
Friday 14 June 2024
Articles
Joseph Steadman has written an article in which he considers McHale v Dunlop, a recent claim for negligence and breach of fiduciary duty, arising from the loss of pension assets transferred into a SSAS and invested in an overseas investment... Read more
By Joseph Steadman
Thursday 13 June 2024
