Date: 16 November 2022

Starts: 1:25 pm

Ends: 4:45 pm

Venue: Dartington Hall

Location: Totnes, TQ9 6EL

Cost: £40 + VAT (£48)

CPD Points: 2.5 hours

Who Should Attend?

St John’s Wills & Trusts team, Wolferstans and sponsors, Charles Stanley invite you to join us for a half-day conference, which will offer a practical guide to dealing with wills and succession matters.

Topics include:

  • Clinical assessment of testamentary capacity: Processes and pitfalls
    Dr Tracey Ryan-Morgan, Consultant Clinical Neuropsychologist & Clinical Director, Talis Consulting Limited
  • Proprietary estoppel – quantifying the equity in light of the Supreme Court’s judgment in Guest v Guest
    Christopher Jones, Head of Commercial & Chancery, St John’s Chambers
  • The importance of will registration and will search – The National Will Register
    Astrid Bowser, Product Manager, The National Will Register at Advanced
  • Interactive session by Alex Troup, Charlie Newington-Bridges, Georgina Thompson and Annie Sampson, St John’s Chambers
    – Avoiding contentious probate and 1975 Act claims
    – Dealing with such claims when they do arise
    – Larke v Nugus requests and the updated Law Society Guidance
    – Parties and conflicts of interestsei
  • Investing in a complex world
    Robert Clarke, Senior Investment Manager and Glenn Baker, Business Development Director, Charles Stanley

Drinks and canapes will be served following the seminar – we hope you can join us!

People

alex-troup

Alex Troup KC

  • Call: 1998
  • Silk: 2023

Alex is Head of our Wills & Trusts team and is recognised for his impressive chancery practice. He is the only silk ranked in private wealth outside of London in the High Net Worth Guide 2024. Alex specialises...

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Christopher Jones

Christopher Jones

  • Call: 2004

Christopher is a chancery and commercial specialist with particular emphasis on trust litigation and advice, contentious and non-contentious probate applications, real property litigation (particularly in relation to easements, restrictive covenants and contracts for the sale of land) and...

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Charlie Newington Bridges

Charlie Newington-Bridges

  • Call: 2011

Charlie undertakes a wide range of commercial and chancery work in litigation, arbitration and mediation. He has experience of substantial, complex and high-value litigation in the High Court and the Court of Appeal. He also has wide experience...

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Annie Sampson

Annie Sampson

  • Call: 2015

Annie’s broad commercial and chancery practice encompasses wills and trusts work, real estate matters, commercial disputes, professional negligence claims and insolvency proceedings. Annie also has experience of acting at all stages of disputes, including pre-litigation, on interim applications,...

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georgina-thompson

Georgina Thompson

  • Call: 2017

Georgina is a commercial and chancery practitioner and a qualified mediator. She accepts instructions in all of the main areas of commercial and chancery law. Her main areas of expertise lie in commercial litigation, insolvency matters and contentious...

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