Day 1 (Wednesday, 15 March 2023)
13:30 - Welcome Lunch
15:00 - Opening Comments from the Chairs; Tina Wüstemann, Werner Jahnel
15:05 - First exchange: Insolvent Trusts – the effect of the Halabi case on trustees of solvent trusts
- What effect will it have on DORAs?
- How will retiring trustees protect themselves?
- Will trustees be prepared to take on liabilities?
- What trust deed drafting changes will this precipitate?
Facilitators: Nick Jacob, Mario Cohn
15:45 - Second Exchange: Forced heirship: Is there a common standard and understanding of the
concept: How and when is the forced heirship violated in various jurisdictions? When and under
which circumstances does a trust or foundation set up by a deceased violate forced heirship rules?
Time limits relevant for violation of forced heirship? Worldwide enforcement of
judgments/arbitral awards deciding on violation of forced heirship
Facilitators: Sonia Velasco, Hannes Arnold
16:25 - Third exchange: Protectors: A useful addition or an additional burden? What are the
protector’s role/powers/duties/responsibilities? Facilitators: Keith Robinson, Richard
19:00 - Après ski without ski avant
19:45 - Dinner
Day 2 (Thursday, 16 March 2023)
10:00 - Fourth exchange: Domicile/habitual residence: What do the different concepts imply and
what is their practical relevance in estate, trust and divorce law?
Facilitators: Camilla Baldwin, Tanja Schienke
11:00 - Fifth exchange: How do we deal with clients in law firms: challenges / cultural differences /
expectations / needs;
Facilitators. Matthew Sperry, Patricia Guerra
12:00 - Final exchange: Lessons to be learned: A Potpourri of our craziest cases. Facilitators: Tina Wüstemann, Werner Jahnel
13:00 - Lunch (Hotel)