Private Client Conference 2010

Event Details

Course Code: S2425
Speaker:
Specialisations: Wills, Trusts, Tax & Probate, Conferences,
Venue: Liverpool Law Society, 2nd Floor, The Cotton Exchange, Edmund Street, Liverpool, L3 9LQ
CPD hours: 6 hours
Date: Wednesday, 2 June, 2010
Time: 09:30 - 16:45

Members Price: £199
Non Members Price: £249
Trainee Price: £199
Support Staff Price: £199

Note: 17.5% Vat added at checkout

Go to Booking Form >>

Event Description

Add additional delegates from your firm for only; Members £149+VAT & Non Members £199+VAT

9:00 – 9:30 Registration

9:30 – 9:40 Chair opens ~ Duncan Bailey

9:40 – 10:40 2 Practical Pitfalls: Capacity and Joint Property ~ Martyn Frost

An overview of where the law on testamentary capacity now is
Joint property: the things that get overlooked

10:40 – 11:20 A Market Outlook ~ Nick Jackson, Rathbones

· Investment outlook

· Trustees and Investment portfolios

11:20 – 11:35 Refreshments

11:35 – 12:20 What's New in Trust Law: A Round up of the Most Recent Developments Here

& Abroad ~ Nicholas Le Poidevin

A round-up of recent developments in trusts
The Alhamrani case in Jersey

12:20 -1:05 The Future of Private Client: How it will Affect Practitioners ~ Gill Steel

Position now
Problems
Possibilities
Proposals

1:05 – 2:05 Lunch

2:05 –2:50 Practical Trust Review ~ Gill Steel

The impact of the 50% tax rate on certain trusts plus other tax developments
When is a trust resident in the UK for tax purposes?
Perpetuities & Accumulations Act 2009 – the implications for drafting and administration
Recent cases:

o Undue influence

o Valid appointment of trustees

o Variation of Trusts Act 1958

o Trustees’ duties

o Interpretation of declaration of trust

o Power of appointment

2:50 – 3:15 Non-Contentious Probate, Problems during administration ~ Lisa Carkeek,

Lexis Nexis

Missing beneficiaries
Bankrupt estates
The deceased died abroad
The will has been lost
The deceased died with no known relatives

3:15 - 3:35 Contentious Probate ~ Malcolm Skinner, Lexis Nexis

IPFDA 1975 actions

3:35 – 3:50 Refreshments

3.50 – 4 Philanthropy – Cat Kirkcaldy, Community Foundation for Merseyside

· Insight into the history of Philanthropy in Merseyside

· Case studies of philanthropists of the past

· Modern day philanthropists

4 – 4.40 Insolvency: trusts & divorce ~ Mark Feeny

· Trusts and insolvency

· Trusts and divorce

4.40 – 4.45 Close

Also sponsored by:

Book Now

Step 1. Please enter the information for each delegate below.
First Name :	*	Last Name :	*
Firm :
Delegate Type :		Position:
Other Information :	(include dietary or disability requirements here)
		Click now to add delegate.

Please Note: if you select the incorrect delegate type here and pay online, you will be invoiced/credited for any difference between what you pay and the correct price. If you are un-sure as to what status the delegate is please contact our Training department 0151 236 6998 or via our contact form here.


Delegate Name	Firm	Type & Cost

Step 2. Booking contacts details.
Please enter your details below.
If paying for your tickets online please click the "Submit & Pay Online" button.
If paying for your tickets on account please click the "Submit & Pay on Account" button.

First Name :

Last Name :

Firm :

Firm Address:

Firm Postcode:

Email :

Telephone No :

Additional Information :

(include purchase order numbers, invoicing instructions etc...)

I have read and agree to the Terms & Conditions