Date: 22nd February 2017
Time: 9.45am – 4.30pm
Venue:
Macmillan Cancer Support, London
Who should attend:
Anyone dealing with estates or assets based outside of England, Wales & Scotland
Cost: 
ILM Members £220; Non-members £265

Speakers:

Michael Graham, Cleaver Fulton Rankin

Head of the Private Client Department, Michael specialises in trusts, tax, the administration of estates and issues affecting elderly and vulnerable clients.

This University of Newcastle upon Tyne graduate undertook his professional training in London, joining CFR in 2005.

Michael is a former Chair of the Northern Ireland branch of the Society of Trust and Estate Practitioners and also sits on the Law Society of Northern Ireland committee for Non-Contentious Business. He is a Full Accredited Member of Solicitors for the Elderly.

Michael is a member of the Executive Committee of Will to Give, a local charity created to promote charitable giving by will in Northern Ireland.

Michael has been recognised as a “Leading Individual” by esteemed legal directory The Legal 500 2014.

Michael was also a contributor to ‘International Protection of Adults’ (Oxford University Press, 2015), having provided a chapter on mental capacity law in Northern Ireland.

Jonathan Forrester, Cleaver Fulton Rankin

Energy and commitment are a powerful combination.  Jonathan always aims to achieve a cost effective, commercially sensible resolution and has achieved significant success in this regard via High Court litigation and Alternative Dispute Resolution procedures.  In other words, he makes things happen.

Commercial Litigation, disputes about Wills and Trusts, Professional Negligence, Debt Recovery and contentious Construction & Property matters are his key practice areas.

Jonathan is especially adept at handling high value class actions in property disputes. Cases have ranged from a multi-million pound action on behalf of 66 residents of Rossorry Quay to acting for private and public sector tenants of a landmark commercial building in a major dispute about a service charge of over £4 million.

Jonathan Eshkeri, E&G Solicitors in Spain

 Jonathan Eshkeri is a dual qualified solicitor and Spanish abogado, who has been practising Spanish law in Spain and England since 2004.  Jonathan is a founder partner of E & G Solicitors in Spain, with offices in London and in Tarragona, Spain.  Jonathan has taught law in London and Madrid at undergraduate and postgraduate levels and regularly speaks on the subject of Spanish succession law to legal practitioners and other professionals working in the field.Jonathan acts for a number of English Registered Charities and individuals located around the world with regard to inheritance matters with a Spanish element.  Jonathan writes about Spanish succession law for various publications as well as being the Spanish correspondent for Private Client Adviser.

Oliver Phipps, Lester Aldridge

Oliver Phipps specialises in probate with a particular focus on the administration of estates with assets located in multiple jurisdictions. To complement his specialism, Oliver is a practising notary public, which enhances the understanding of private international law issues between common law and civil law jurisdictions.As well as dealing with international estates, Oliver regularly prepares wills for individuals resident outside of England and advises on UK inheritance tax exposure for individuals domiciled outside of the UK.

Oliver has administered estates with assets located in a wide variety of jurisdictions throughout Europe. Beyond Europe, examples of jurisdictions that Oliver regularly deals with include:  South Africa, USA, Canada and Singapore.


Description:

A one day course looking not only at the will and probate system of jurisdictions outside of England, Wales & Scotland, but also wider issues affecting charitable legacies.  The morning will be focussed on Northern Irish issues with Cleaver Fulton Rankin, followed by the afternoon looking at Spanish estates with E&G Solicitors in Spain, and multi-jurisdictional issues with Oliver Phipps of Lester Aldridge.

Topics to be covered include:

  • Northern Ireland Wills & legacies
  • IHT & administration issues
  • Contentious issues & claims against estates
  • Property law
  • Charities & governance
  • Spanish probate
  • Cross-border legacies
  • Domicile
  • Non-EU recognised states

 

Non English & Welsh Probate
  •   Yes
      No
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