Handling Complex Family Trusts and Beneficiary Disputes

Handling complex family trusts often involves navigating competing interests, evolving family dynamics, and differing interpretations of trust provisions. This session explores practical approaches to managing beneficiary expectations, resolving disputes, and ensuring trustees discharge their duties effectively. Attendees will gain insight into common areas of conflict, strategies for maintaining neutrality, and the legal frameworks that guide decision-making, helping professionals support families while safeguarding the integrity of the trust.

This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker. 

Delegates places are interchangeable with colleagues from the same organisation.

Content

• Key sources of conflict in modern family trusts and how they arise

• Trustee duties, powers, and risk areas when managing contentious scenarios

• Managing beneficiary expectations and improving communication to reduce disputes

• Practical approaches to mediation, negotiation, and dispute resolution

• Lessons from case law and best-practice guidance for preventing future issues

Presenter

Deborah Barker Roye Partner at Ogier

Deborah has a wealth of expertise in Cayman Islands law and legal procedure, specialising in dispute resolution and contentious trust and estate matters. As part of Ogier's Trusts Advisory Group, she regularly acts for beneficiaries, trustees, executors, protectors, and other fiduciaries on high-value, multi-jurisdictional trust structures and complex estates. Deborah's practice spans all aspects of complex, high value, international commercial litigation, fraud, breach of duty and asset tracing, including fund and investor disputes. Featured in the Private Client Global Elite Directory for 2024, a directory of the world's most respected lawyers advising ultra high net worth clients, Deborah is highly recommended by industry peers. Deborah is the author of two leading practitioner textbooks on Cayman Islands Law, which are used extensively by attorneys in the jurisdiction and members of the local and visiting judiciary - Civil Litigation in the Cayman Islands and Criminal Litigation in the Cayman Islands.