Page 125 - Bundle for MF Final
P. 125

Bates no   124







                                                                                         c
                                                              APPLICATION FOR ASSISTANCE OF A M KENZIE FRIEND
                                                                               PARTS  1 to 3:  INTRODUCTION
                    1   INTRODUCTION
                      1.  A "Costs and Case Management Conference and Financial Dispute Resolution type
                         hearing (CMC-FDR)  has been Ordered to take place in the County Court at Brighton on
                         28th January 2020 at 11.00am,  with an estimated duration of four hours.


                     2. That Order was based on a submission made on 2 nd   August 2019 by the Claimant's
                                                    3
                               2
                        solicitors to LPJS's  then solicitors and repeated to Deputy District Judge Harvey on 14 th
                        August 2019 that:
                           "At all stages the parties must consider settling this litigation by any means of
                           Alternative  Dispute Resolution (including a round table conferences.  early neutral
                           evaluation,  mediation and arbitration): any party not engaging in such means
                           proposed by another is to serve a witness statement giving reasons why within 21 days
                           of receipt of that proposal.  That witness statement must not be shown to the trial
                          judge until questions of costs arise".

                     3. LPJS's solicitors questioned - unconvincingly - whether Family Court rules should apply
                                     4
                        and proposed a round table meeting between the parties as a first step. This was at LPJS's
                        request,  for the reasons explained below.  She wanted to reach a settlement but was
                        worried that any agreement could be reversed if the source of the Claimant's funds was
                                    5
                        not legitimate •
                     4. Judge  Harvey considered the submissions and ordered a Court managed CMC-FDR
                        hearing on the first available date after 1 October 2019. This turned out to be 28 th
                                                          st
                        January  2020.

                     2  ROUND TABLE MEETING

                     5. There was confusion over the processing of the Order  (resulting in  conflicting versions
                        being issued by the Court);  but neither refers to  a round table meeting.

                     6. LPJS's solicitors advised that the case was not - in their opinion - a matter for the Trusts of
                        Land & Appointment of Trustees Act 1996 (TOLA TA) or for the Family Court and that this
                        course had been proposed only because it was  "within the Claimant's solicitor's comfort
                        zone".  However,  despite LPJS's requests to do so, her solicitors did not propose an
                        alternative course and appeared determined to proceed to a full trial.

                     7. On  19th August 2019,  LPJS's solicitors suggested that  "it would be advantageous to hold a
                         round table meeting (wit clients participating) prior to the CMC-FDR session to assist in
                         narrowing the issues  between the parties". Surprisingly.  they did not raise any TOLA TA or
                        Family  Court concerns, nor suggest an agenda or protocol.









                     2 Dawson Hart of Uckfield,  East Sussex
                     3 Referred to hereafter as  "solicitors" although they are no longer retained by LP JS
                     4 "Legal advisers"= UPS's then solicitors and  the barrister they had engaged
                     5 Her solicitors did not mention this  to  the Judge
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