Emma Holland and Lavinia Randall from our Trust and Probate Litigation team recently presented a webinar for LexisNexis, providing a roundup of the key cases and current issues in private client disputes in 2022.
The session is of interest to anyone working in the private client law sphere and covered cases including:
- Wong v Grandview (on which the Stewarts team acted in a trial before the Supreme Court of Bermuda and an appeal to the Privy Council);
- Reeves v Drew (the highest value probate dispute heard by the High Court in England);
- Guest v Guest (a long awaited decision on the appropriate remedy in proprietary estoppel); and
- Re the Poulton Family Trust (a significant offshore trust case involving issues of mental capacity).
You can watch a recording of the webinar in full here (subscription required) and a publicly available trailer below.
Key themes explored
The session covered key issues relevant to wills and probate cases including:
- proprietary estoppel;
- testamentary capacity;
- fraudulent calumny; and
- want of knowledge and approval.
Emma and Lavinia also discussed developments in trusts cases involving:
- trustees’ powers of investment;
- insolvent trusts;
- public Trustee v Cooper; and
- issues surrounding mental capacity.
More info on the Wong v Grandview case
Stewarts, MJM Ltd (Bermuda), and Richard Wilson KC, James Weale and Charlotte Beynon of Serle Court, instructed by Baker McKenzie Taipei, including Anna Hwang, Chien-Hung Lai and Robert Lee, acted for the successful Appellant, Tony Wang (王文堯, “Tony”), as supported by his family.
The Board made a number of helpful comments which will assist trust practitioners in future cases. You can read our full release with more information on the case result here.
You can find further information regarding our expertise, experience and team on our Trust and Probate Litigation page.
If you require assistance from our team, please contact us.
Subscribe – In order to receive our news straight to your inbox, subscribe here. Our newsletters are sent no more than once a month.