Katie Hooper
Katie Hooper
Partner | Mourant
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Trusts & Trusteeship
Trusts: Contentious
Office Location
Jersey
Short Biography
Katie Hooper is a Partner of Mourant in Jersey, practising in Litigation & Dispute Resolution, with a particular specialism in contentious trusts and private client matters. She is an experienced advocate, being an Advocate of the Royal Court of Jersey and having previously practised at the Bar of England and Wales, in commercial chancery law. Katie has acted and appeared in a number of complex, high-value and multi-jurisdictional trust and commercial litigation cases in Jersey. Katie also regularly advises trustees and beneficiaries on issues arising in the course of the administration of trust structures (both contentious and non-contentious). Katie is described in Legal 500 2024 as "exceptional - very personable and responsive as well as greatly knowledgeable" and, in Legal 500 2023, as "great in Court and always prepares thoroughly. Her calm demeanour always puts a client at ease". She is recommended by Legal 500 as a Next Generation Partner.
What is your favorite restaurant to take a client or colleague to?
There are many to choose from but Bocca Di Lupo in London and Botana in Jersey are firm favourites of mine.
What is the best piece of advice you have ever received?
Always treat others how you would wish to be treated yourself- advice I endeavour to live by, however challenging the circumstances.
What was your first job?
I had a paper round every Sunday when I was a teenager, which earned me between £8 and £10 per week. Perhaps this is why I opted for something a little more lucrative and a little less back-breaking as my eventual career!
What is the book you recommend to everyone?
For an epic and enthralling read every time, The Far Pavilions by M. M. Kaye.
What changes do you expect to see in your practice over the next year?
Josephine Howe
Josephine Howe
Partner | Ogier
JURISDICTION
Jersey, British Virgin Islands
TOP SPECIALISMS
Charitable Planning and Philanthropy
Family Office
Trusts: Planning
Office Location
Jersey
Short Biography
Based in Ogier's Jersey office, partner Josephine acts for a wide range of professional trustees, high net worth families and family offices on all Jersey and BVI law issues concerning trusts and foundations as well as philanthropy, probate and regulatory matters. Her principal areas of expertise include advising on the establishment, ongoing administration and restructuring of complex trust structures, family offices and private trust companies, together with all related company and commercial law issues.
What is your favorite restaurant to take a client or colleague to?
Petchi, Jersey
What is the best piece of advice you have ever received?
Measure twice, cut once (relevant to more than DIY!)
What was your first job?
Waitressing
What is the book you recommend to everyone?
This year I have been recommending the Dublin 'Trilogy' by Caimh McDonnell (the name is misleading as there are more than 3 books)
What changes do you expect to see in your practice over the next year?
Advisory work in relation to the exercise of trustee powers for their "proper" purpose as well as the ongoing impact of sanctions and pre-emptive structuring prior to the UK elections
Joseph Donohoe
Joseph Donohoe
Director | ARC Group
JURISDICTION
Jersey
TOP SPECIALISMS
Asset Management
Family Office
Office Location
Jersey
Short Biography
Joe has over 30 years’ experience in the finance industry, most of it as a professional trustee. Joe represents ARC to the broad community of lawyers and other trusted advisers, having taken a law degree himself. Joe is proud of the diverse career backgrounds represented at ARC, ranging from investment professionals to accountants, economists, and engineers. His own experience as a professional trustee has given him unique insight into the workings of trust companies and their clients. Joe has demonstrated his commitment to ARC by joining not once, but twice having first worked at ARC while studying for his law degree.
What is your favorite restaurant to take a client or colleague to?
La Capannina, Jersey
What is the best piece of advice you have ever received?
The more keys you have the more worries you have
What was your first job?
Working in an insurance brokers
What is the book you recommend to everyone?
American Gods by Neil Gaiman
What changes do you expect to see in your practice over the next year?
Joseph de Lacey
Joseph de Lacey
Solicitor | Fieldfisher
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Fiduciary
Trusts: Contentious
Office Location
London, United Kingdom
Short Biography
Joseph is a litigator who specialises in complex trusts, estates, Court of Protection, and charity disputes. He is frequently instructed on complex and high value offshore trust disputes.
What is your favorite restaurant to take a client or colleague to?
The Delaunay
What is the best piece of advice you have ever received?
Write as if you are writing to someone from Mars.
What was your first job?
Waiter.
What is the book you recommend to everyone?
Hurricane Season (Fitzcarraldo Editions)
What changes do you expect to see in your practice over the next year?
Increased capacity disputes, and more and more litigation initiated by young beneficiaries.
Jonathan Speck
Jonathan Speck
Senior Partner | Mourant
JURISDICTION
TOP SPECIALISMS
Trusts & Trusteeship
Trusts: Contentious
Trusts: Planning
Office Location
Jersey
Short Biography
A Jersey Advocate and Partner of Mourant Ozannes (Jersey) LLP, Jonathan specialises in commercial litigation, principally involving contentious and non-contentious trust cases. He has written and lectured about these topics around the world. In 2017, Jonathan was elected as an Academician of the International Academy of Estate and Trust Law in recognition of his contribution to the profession. Jonathan is Mourant's Senior Partner, a leadership role that entails being an ambassador for the Mourant Ozannes group, its clients and people. He has been a partner since 1996 and served as Managing Partner of the Jersey Office and President of the Law Society of Jersey between 2014 and 2017.
What is your favorite restaurant to take a client or colleague to?
Harry' Bar, London
What is the best piece of advice you have ever received?
Don't drink more than two martinis
What was your first job?
Hotel porter
What is the book you recommend to everyone?
Bleak House
What changes do you expect to see in your practice over the next year?
Greater use of AI
John Medina
John Medina
Group Head of Private Wealth | Praxis
JURISDICTION
Jersey
TOP SPECIALISMS
Transactions
Trusts & Trusteeship
Trusts: Contentious
Office Location
Jersey
Short Biography
Passionate about helping clients achieve their goals and aspirations, John works closely with professional advisers to develop and implement comprehensive private, corporate and fund structures designed to meet their objectives. On joining the Group in 1993 he started working with a family who, now in their third generation, are still his clients today. As Head of Private Wealth, John leads the Group's strategic and commercial development in the sector. In addition, he is also responsible for a team that looks after clients' affairs on a day to day basis, delivering a high quality and responsive service. He is a Fellow of the Association of the Chartered Certified Accountants and a member of the Society of Trust and Estate Practitioners and the International Tax Planning Association.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Joanna Poole
Joanna Poole
Partner | Farrer & Co
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Guardianship and Mental Capacity
Trusts: Contentious
Office Location
London, United Kingdom
Short Biography
Joanna is a partner in Farrer & Co's Contentious Trusts and Estates team. She advises trustees, beneficiaries and charities on the full range of onshore and offshore contentious trusts and estates matters. Clients come to Joanna for assistance with probate claims, claims under the Inheritance (Provision for Family and Dependents) Act 1975, constructive trust claims, proprietary estoppel claims and breach of trust claims. She has particular experience of defending the validity of trusts against third party attacks on grounds such as sham. She also advises on professional negligence claims against trustees, lawyers and accountants where there is a trust or estates angle.
What is your favorite restaurant to take a client or colleague to?
Spring @ Somerset House
What is the best piece of advice you have ever received?
Never deliver bad news on a friday if you can avoid it!
What was your first job?
Working at the local SeaLife Centre
What is the book you recommend to everyone?
Mary Kondo's The Life Changing Magic of Tidying Up!
What changes do you expect to see in your practice over the next year?
Adapting to the presence of AI
James Lister
James Lister
Partner | Stevens & Bolton
JURISDICTION
England and Wales, Jersey, Guernsey
TOP SPECIALISMS
Dispute Resolution or Arbitration
Trusts & Trusteeship
Trusts: Contentious
Office Location
United Kingdom
Short Biography
James is head of the Private Wealth Disputes team at Stevens & Bolton. James advises on claims by or involving estates and trusts, most commonly involving high-net-worth and ultra-high-net-worth individuals. He acts for executors, trustees and beneficiaries, and also specialises in advising on claims under the Inheritance (Provision for Family and Dependants) Act 1975. James also has a substantial practice advising on claims overlapping the trusts and family court jurisdictions, dealing with trustees and beneficiaries who have become involved in divorce proceedings and on issues arising from the enforcement and implementation of ancillary relief orders made in divorce proceedings. This frequently includes advising trustees and beneficiaries from offshore jurisdictions when they become involved in disputes involving the UK or assets situated in the UK.
What is your favorite restaurant to take a client or colleague to?
Trivet, London
What is the best piece of advice you have ever received?
People before everything else - nothing is worth it without the relationships that matter
What was your first job?
Waiter in an average pub
What is the book you recommend to everyone?
Terry Pratchett's Men at Arms
What changes do you expect to see in your practice over the next year?
Economic difficulties always prompt an increase in inheritance disputes - expect to see many more in the next couple of years
James Price
James Price
Partner | Stewarts
JURISDICTION
TOP SPECIALISMS
Commercial Litigation
Estates: Contentious
Trusts: Contentious
Office Location
London, United Kingdom
Short Biography
Head of Trusts and Probate Litigation team. Advises trustees, beneficiaries, protectors, family offices and other HNW individuals on international complex litigation
What is your favorite restaurant to take a client or colleague to?
currently CORD by Le Cordon Bleu
What is the best piece of advice you have ever received?
When writing any letter, imagine it being read out loud by a High Court Judge
What was your first job?
Washing up in a Harvester restaurant
What is the book you recommend to everyone?
I am Pilgrim by Terry Hayes
What changes do you expect to see in your practice over the next year?
More disputes over protectors and their roles
James von Simson
James von Simson
Partner | Evelyn Partners
JURISDICTION
England and Wales, Jersey, Guernsey, Switzerland, Abu Dhabi, Bahrain, Qatar, Kuwait, Oman, Saudi Arabia, United Arab Emirates, The Bahamas, Cayman Islands
TOP SPECIALISMS
Asset Management
Family Governance and Business
Family Office
Office Location
United Kingdom
Short Biography
James specialises in advising multi-generational and multi-jurisdictional families on their investments, family governance, wealth preservation, and philanthropic strategies. Having begun his career at Citigroup in 2005 as part of the Mergers & Acquisitions team in Frankfurt, he joined Evelyn Partners in 2016. Along with the day-to-day management of investment portfolios, James is also one of the firm’s research specialists with responsibility for Global Equity funds. James sits on both the STEP Worldwide Council and the CISI International Committee. He is also an Ambassador for the Diversity Project.
What is your favorite restaurant to take a client or colleague to?
Depending on their spice capacity; Bibi (Indian), Chishuru (West African), Endo (Japanese), Luca (Italian)
What is the best piece of advice you have ever received?
Those who speak the loudest rarely know the most
What was your first job?
Film extra (blink and you miss roles)
What is the book you recommend to everyone?
The 13 1/2 Lives of Captain Bluebear
What changes do you expect to see in your practice over the next year?
A greater respect for patience over fomo