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(Webinar via Zoom) The Universal Equitable Toolkit: Equitable Solutions to Disputes involving the Living, the Dead and all Forms of Property
Steven Gallagher, Professor of Practice in Law, Associate Dean (Teaching & Student Experience), The Faculty of Law, The Chinese University of Hong Kong
Date: 14 July 2026 (Tuesday)
Time: 2:30pm - 5:45pm
Level: I (Intermediate)
For delegates who have prior knowledge of the subject area
Language: English
Fee: HK$ 1,850
Accreditation: (3 CPD Points will be applied for)
Ref: L26OT13
Venue: Webinar Course
Presenter's Biography:

Steven Gallagher was awarded a first class LL.B. He was called to the Bar of England and Wales in 2006. Steven teaches equity and trusts, property law, and a course on art, antiquities, cultural heritage and the law. In September 2023, Steven began teaching a new course on digital technology and law. Steven has presented over 200 continuing professional development courses for solicitors in Hong Kong on many topics associated with property. Steven's research interests include equity and the law of trusts, cultural heritage law, artists', authors' and sportspersons' right and responsibilities, Chinese custom and law, and innovative ways to teach law including using superhero films and the Game of Thrones TV series. In 2023, Steven published the first treatise on Digital Technology and Law.
 
Objective:

In Whitlock v Moree [2017] UKPC 44, at [23], the majority of the Privy Council (Lord Briggs, with whom Lady Hale and Lord Sumption agreed) observed that there are "well established principles which assist the courts in resolving disputes as to beneficial ownership of property, and the order in which what may be described as the contents of an equitable toolkit are to be deployed for that purpose." That toolkit, the Board emphasised, is grounded in first principles of equity.

Disputes concerning the ownership of property arise in a wide range of contexts and at different stages of life. This three hour seminar examines how equity responds to such disputes. It begins by identifying the core equitable principles that underpin the resolution of property disputes generally, before exploring their application across different factual settings. It considers disputes arising while all parties are alive, those involving the death of one or more parties, and disputes concerning the administration of a deceased person's estate.
The seminar then turns to disputes arising out of personal relationships, including those involving married couples, parties to a marriage, and cohabiting partners. It highlights the extent to which equitable reasoning may differ depending on the legal and relational context in which the dispute arises.

Attention is also given to whether equity treats particular forms of personal property differently. Illustrative examples include disputes involving shares, joint bank accounts, safe deposit boxes held in joint names, and motor vehicles, raising issues of ownership, registration, and, in some jurisdictions, the distinction between legal owner and registered keeper. Other categories of personal property are also considered.

The seminar concludes by asking whether equity operates with a universal toolkit for resolving property disputes, and, if so, identifying the tools it contains and the principles governing their use.
 
Outline:

  • The basic principles that equity should apply to all property disputes;
  • Disputes among the living;
  • Disputes with the dead;
  • Disputes over the deceased's estate;
  • Special rules and principles of equity for intervivos and testamentary trusts and gifts;
  • Disputes among the married or the cohabiting, and with the married or cohabiting;
  • Disputes involving land and personal property;
  • Disputes involving special forms of personal property;
  • Disputes involving land, shares, joint name bank accounts, safe-deposit boxes rented in joint names, the registered owner(s) or keeper(s) of a vehicle, and other forms of personal property.

 
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