To protect the wealthy family's assets, optimise the tax situation and ensure a secure passing of the baton, life insurance, foundations and trusts are amongst the most useful tools. Those tools are located in various jurisdictions that have developed specific know-how to apply them to successful solutions.

The objective of the conference is to analyze in-depth the key factors that make for a successful Trust.

Hereunder are some of the complex issues that will be analyzed:

- The role of protectors: what are the new developments?

- The role of trustees: dealing with mistakes and how to avoid them

- Sham trusts: what are the consequences?

- Trusts litigation: what steps to take in case of divorce?

- Trusts and beneficiaries: what rights to information?

- Administration of trusts: good and bad practices

- Investing in unusual assets from the trustees “point of view”

- Trusts and alternative dispute resolution

- Forfeiture clauses and trusts

- The use of trusts for Middle Eastern Clients

- Future perspectives of the trusts industry

Glossary

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With the best Trusts experts...

 

Dr. Ariel Sergio Goekmen

(Director, Credit Suisse) Switzerland

Mr. Anthony Poulton

(Partner, Baker & McKenzie) United Kingdom

Mr. David McLellan

(Managing Director, Rothschild Trust Suisse) Switzerland

Mr. Steven Kempster

(Senior Associate, Herbert Smith) United Kingdom

Mr. Richard Moyse

(Partner, Boodle Hatfield) United Kingdom

Mrs. Stella Mitchel-Voisin

(Director, Close trustees) Switzerland

Dr. Nedim Peter Vogt

(Partner, Bär & Karrer) Switzerland

Mr. Ted Wilson

(Senior Consultant ; Scorpio Partnership) United Kingdom

Mr. Piers Barclay

(Partner, Macfarlanes) United Kingdom

Mr. Rupert Ticehurst

(Partner, Herbert Smith) United Kingdom

Mr. Paolo Panico

(Managing Director, Private Trustees) Switzerland

Mrs. Eva Arbeles

(Associate, Herbert Smith) United Kingdom