SPEAKERS Emma Facey TEP, Foot Anstey LLP Emma is a contentious probate specialist, advising on a full range of disputes involving legacies, trusts and estate administration. Emma acts for trustees, executors and beneficiaries. Emma is experienced in advising charities, in particular in relation to legacy administration (having spent time on secondment working at Scope and the National Trust). Emma is a member of STEP and ACTAPS and has recently completed the STEP Advanced Certificate in Advising Vulnerable Clients. ______________________________________________________________________________ Professor Lesley King TEP Professor Lesley King is a member of the Law Society’s Wills & Equity Committee and the Probate & Estates Committee of STEP and an honorary member of the Association of Contentious Trust and Probate Specialists. She is Professional Development Consultant at the University of Law. She is co-author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; The Will Draftsman’s Handbook; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook. She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia. She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters. ______________________________________________________________________________ Stephen Lawson TEP, Forshaws Davies Ridgway Stephen Lawson is Head of Civil Litigation at FDR Law. He has extensive contentious probate experience. He is a member of both STEP and ACTAPS. He is the Chair of STEP Cheshire and a current member of the STEP England & Wales Committee. Stephen is the Northwest member of the STEP Worldwide Council. Stephen has written extensively on probate issues and is the joint author with Martin Frost and Robin Jacoby, of the book “Testamentary Capacity”. Denzil Lush, Former Senior Judge of the Court of Protection Denzil Lush was the Master of the Court of Protection from April 1996 until the Mental Capacity Act came into force in October 2007 and was subsequently the Senior Judge of the Court of Protection until he retired in July 2016. He is a trustee of the charity Action on Elder Abuse. ______________________________________________________________________________ Lucy Obrey TEP, Higgs & Sons Lucy is a partner at Higgs & Sons, Solicitors in the West Midlands. Lucy is a full time practitioner and her case load includes all aspects of Private Client work, focusing on wealth and succession planning. Lucy’s expertise in inheritance tax and estate planning, notably for the entrepreneurial client base of the firm, has been recognised in Chambers & Partners and the Legal 500 where she is noted as a leader in her field. Lucy is a member of STEP and sits on its UK Practice Committee. Lucy has recently obtained the STEP Advanced Certificate in Family Business Advising. Lucy regularly lectures to other professionals on a wide variety of Private Client related subjects including wills and estate administration drawing from her own experiences in practice to give practical and relevant information to her audience. ______________________________________________________________________________ Peter Rayney TEP CTA (Fellow) FCA, Peter Rayney Tax Consulting Ltd Peter Rayney practises as an independent tax consultant through his own practice, advising owner-managed companies, accountants, lawyers and tax practitioners on a wide range of tax issues. He specialises in company sales/acquisitions, reconstructions, succession planning and all aspects of owner managed business taxation. He is always in demand as a tax lecturer and regularly contributes tax articles to the professional press. Peter is also an author of various books and journals including The Practical Corporate Tax Manual (CCH) and the very popular Tax Planning for Family and Owner Managed Companies (Bloomsbury Professional). Peter is chairman of the ICAEW Tax‘s Technical Committee and has recently joined the council of the CIOT. He is passionate about West Ham United and is a member of the BM6 club! Patricia Wass TEP, Foot Anstey Patricia has over 30 years experience working as a Solicitor dealing with all aspects of private client law. She is presently a Consultant in the Mental Capacity team at Foot Anstey and specialises in Powers of Attorney, Court of Protection work and legal issues relating to the elderly and vulnerable. She is a Panel Deputy for the Office of the Public Guardian, one of only 71 people acting in this role throughout England and Wales. She lectures regularly on her practice area for various legal training providers and contributes articles to legal journals. Patricia has written for the Law Society, the Elder Law Journal, and has been interviewed by industry publications including STEP and CityWealth Magazine. Patricia is the current Worldwide Chair of STEP. Patricia served as a member of the West of England STEP Committee between 2000 and 2013 (Chair between 2006 and 2009) and is a Past Chair of the Law Society Private Client Executive Committee. Patricia is also a past Chair of the STEP England and Wales Regional Committee, is a member of the STEP Governance Council, and acts as a Director on the STEP Worldwide Board. She is also a full accredited member of Solicitors for the Elderly and assisted on the Committee for the Devon & Cornwall SFE Regional Group. Patricia is recognised as a Top Ranked 'Leader in her Field' by Chambers UK legal directory. ______________________________________________________________________________ Chris Whitehouse TEP, 5 Stone Buildings Chris Whitehouse is a barrister in practice at 5 Stone Buildings, Lincoln’s Inn where he advises on wills, trusts and capital tax planning generally. He is one of the editors of Dymond’s Capital Taxes; co-author (with Emma Chamberlain) of Trust Taxation (4th Edition 2014); and (with Lesley King) of A Modern Approach to Wills, Administration and Estate Planning (3rd Edition 2015) and Lifetime Tax Planning (2nd Edition 2016). He is a principal contributor to the Settlements; Wills and Gifts volume of the Encyclopedia of Forms and Precedents. ______________________________________________________________________________
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