Presenter: James Lister, Stevens & Bolton LLP

Location: Stevens & Bolton LLP, Wey House, Farnham Rd, Guildford GU1 4YD

In this comprehensive Will Drafting Masterclass, private client practitioners will gain valuable insights from James Lister, an expert in identifying and addressing key challenges in Will drafting. The session will provide an in-depth guide to spotting red flags such as undue influence, capacity issues, and potential negligence. James will share practical strategies to help practitioners protect their clients, minimise risks, and ensure their files are robust and defensible.

Through expert advice and actionable guidance, attendees will enhance their ability to navigate complex scenarios and refine their Will drafting processes. This masterclass is an essential opportunity for practitioners looking to improve their practice and safeguard against costly errors.

What people have said about previous sessions:

• Informative and engaging.
• Speakers were incredibly knowledgeable in subject areas.
• Very clear structure and slides

James Lister

James specialises in private wealth disputes, dealing with trust, estate and succession matters within the UK and internationally. James also deals with disputes where trusts and private wealth issues are involved in wider commercial disputes, such as fraud and asset recovery.

James joined Stevens & Bolton in 2017, having trained and qualified at a Top 50 firm. He became a partner in 2019.

James acts predominately for private clients or for those who advise private clients, such as corporate trustees, private banks and other law firms.

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.

James is recommended as a “Contentious Trusts Lawyer” in Spears 500 2025, is listed in Legal Week’s Private Client Excellence Directory 2024, and in the Citywealth “Top 100 International Private Client Litigation Lawyers 2023”.

He is ranked as a “Star Individual” in Chambers HNW and as a “Next Generation Partner” in Legal 500.

James is a co-chair of ConTrA, the Contentious Trusts Association.