Track record
Trust and succession disputes
Steven acts in many of the largest and most complex international trust and succession disputes, the majority of which are resolved successfully without a public court decision.
Offshore trusts transfers
Acting for high-net worth international businessman on successfully setting aside transfers into various offshore trusts that had triggered unnecessary tax on £10m+ (heard in English court in August 2019)
Removing executors of a Will
Acting for beneficiaries of an estate in proceedings that went to the Court of Appeal in England on the issue of removing executors of a Will and on the costs of the dispute; reported as Griffin v Higgs [2018]
Trustees of family trusts
Acting for trustees of substantial family trusts seeking order from the Court for additional powers under Section 57 Trustee Act 1925; reported as Gelber v The Sunderland Foundation [2018]
Attacks on trusts
Advising a blue-chip offshore trust company on its involvement in English divorce proceedings concerning attacks on trusts worth over £25 million. We handled the disclosure issues for the trustee and eventually the case was concluded without the trustee being formally joined to the English proceedings.
Inheritance Act claim
Steven and Deborah Nicholls-Carr brought the highest value Inheritance Act claim to date in Wooldridge v Wooldridge (2016). We were acting for a widow who sought to increase provision under her husband's will after his death in a tragic helicopter accident.
Trustee decisions
Advising in the Matter of the F Settlement and the A Trust (2015) a landmark decision of the Bermuda court setting aside trustee decisions.
Validity of high value trusts
The case of BQ v DQ (2010) a decision of the Bermuda Court concerning a successful challenge to the validity of two high value trusts over 30 years after they had been purportedly established.
Talks
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STEP Los Angeles conference panellist on Trusts and Estates Controversies: Current Trends – June 2024
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STEP Guernsey event - The Arbitration of Trust Disputes - February 2024
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STEP Asia - Family Law Implications of Trusts - November 2023
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BVI International Arbitration Conference - Trusts Disputes and Arbitration - November 2021
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STEP Asia - Trust Arbitrations - November 2020
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India High Net Worth Disputes Forum - Discussion roundtable on international trust disputes - November 2020
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International Chamber of Commerce event in London, launching the ICC's draft clause for the arbitration of trust disputes - November 2018
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Panellist - 'Wealthy families in dispute', Private client dining club, London - May 2018
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STEP, Hong Kong branch, lecture on 'Trust and divorce' - February 2018
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'Trust planning in divorce', Isle of man conference - September 2017