IBA Annual Conference Paris 2023

29 Oct - 3 Nov 2023

Room 253, Level 2

Session information

Rich and losing it: capacity issues in high net worth planning

Tuesday 31 October (1430 - 1545)

Room 253, Level 2

Committee(s)

Private Client Tax Committee (Lead)
Family Law Committee

Description

This panel will address the complexities associated with incapacity for high net worth individuals in the cross-border context. Panellists will discuss both the ramifications of little or no planning in the event of incapacity, as well as appropriate documentation in advance of the loss of capacity. Panellists will explore strategies associated with incapacity in their jurisdiction as it may relate to assets, accounts, or other property interests.

Session / Workshop Chair(s)

Marcus Dearle Miles Preston, London, England; Member, Family Law Committee Advisory Board
Jeannette Yazedjian Sequent Group, Reno, Nevada, USA; Young Lawyers' Committee Liaison Officer, Private Client Tax Committee

Speakers

Alexandre Boiche Alexandre Boiche Avocats, Paris, France
Laurence Mynors-Wallis Dorset HealthCare University NHS Foundation Trust, Bournemouth, England
Laura Zwicker Greenberg Glusker, Los Angeles, California, USA