David’s comments were published in TheWealthNet, 8 November 2023, and can be found here.

Why multi-jurisdictional families can cause succession planning issues

Following a number of high-profile will disputes, there are a number of lessons private client advisers can learn. Throughout these cases, a complex set of challenges are highlighted that are central to private client advisers’ practices.

One of these challenges is the multijurisdictional aspect of the litigation which raises potential challenges relating to the forum a case is held, recognition of foreign rulings and conflict of laws.

Read the full article [subscription required]: Why multi-jurisdictional families can cause succession planning issues