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Trust Conference in Zurich

ZurichFinancial Events International is sponsoring a program entitled Mastering Trusts Blending the key factors of success for an efficient trust in Zurich, Switzerland on October 9-10, 2007.

Here is a description of the program:

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 specic 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 evolutions?
  • The role of trustees: the mistakes to avoid
  • Sham trusts: what consequences ?
  • Trusts litigation: what steps to take in case of divorce ?
  • Trusts and beneciaries: 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

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