Theme - Day Two (am) - The Screwdrivers: Indispensible tools to build a solid knowledge and a solid business
17th January 2020
Congress Centre Kursaal, Interlaken, Switzerland.
CONFERENCE THEME - THE TRUST AND ESTATE PRACTITONER'S SWISS COMBINATION KNIFE
BREAKFAST AND NETWORKING
CHAIR'S OPENING REMARKS
Dr Guillaume Grisel, LL.M. (Cambridge), PH.D., TEP - Partner, Bonnard Lawson
Vice-Chairman, Swiss & Liechtenstein STEP Federation
FAMILY GOVERNANCE
- Relevance of psychology in Family Governance
- What is Family Governance?
- How do you persuade a family that a Family Governance exercise is worthwhile?
- Getting family members to “buy in” to a Governance structure
- Does a good Governance arrangement necessarily avoid family disputes?
- Dealing with incapacity and divorce
- Does fair mean equal?
- Family Governance and technology
Nicholas Jacob TEP - Partner, Forsters LLP - Moderator
Kecia Barkawi TEP - Founder & CEO, VALUEworks
Dina Casparis - Independent Lawyer, Advisor and Novelist
Etienne d’Arenberg - Partner, Mirabaud & Cie SA
ART ASSETS: PRACTICAL ADVICE FOR TRUSTEES WHEN BUYING, HOLDING AND SELLING
- Buying - How to navigate a purchase in an unregulated market where conflicts of interest and high levels of knowledge “asymmetry” are serious concerns.
- Holding- Practical tips for the ongoing care of a collection covering the importance of maintaining confidentiality, valuations and insurance coverage. As well as record keeping, environmental control, museum loans, free ports, logistics and curators.
- Selling - How to maximise the outcome of a sale process (while managing risk) by introducing competition and thorough due diligence.
Willem-Joost de Gier – Co-Founder, Cadell - Moderator
Sandrine Giroud - Partner, LALIVE
Amanda Gray - Partner, Mishcon de Reya
NETWORKING AND REFRESHMENTS - DAY 2 (AM)
Kindly sponsored by Dohle Corporate and Trust Services
INVESTING IN REAL ESTATE ABROAD
- A brief review of trust and the legal system in Israel.
- Outward investments of Israeli residents in real estate overseas.
- Inward investments of foreign residents in real estate in Israel.
- Tax and estate inheritance considerations in each scenario.Key civil/practical angles to residential real estate investment across borders
- Key tax drivers of such investments
- Succession/holding structure issues
- Which tail is wagging which dog?
- The latest trends and themes covering the movement of wealth and wealthy individuals globally
- The implications of these flows for prime residential markets across the world
Edward Reed TEP - Partner – Private Client, Macfarlanes LLP - Moderator
Liam Bailey, Global Head of Research, Knight Frank
Alon Kaplan, Advocate and Notary, Alon Kaplan Law
FOUNDATION LAW
- Succession planning via Foundations and Trusts including regulatory issues
- Use of Foundations compared to trusts. Where have Foundations been used, and is there a recurring theme for why they are used ?
- What are the main differences in uses compared to Trusts ?
- The International Foundation Landscape–from civil law countries (Liechtenstein, Austria, Panama) to the Caribbean, via Jersey, Guernsey, IOM, Gibraltar to the United Arab Emirates and the US (New Hampshire, Wyoming)
- How do these Foundations differ and what do they have in common ?
- Swiss Foundations and update on what changes may be coming in Switzerland re Foundations
Dr Johanna Niegel TEP LL.M. (Columbia University) – Head of Russia & CIS Desk, Senior Client Advisor, Allgemeines Treuunternehmen (ATU), Committee Secretary, Swiss & Liechtenstein STEP Federation and Chairman, Vaduz Centre - Moderator
Paolo Panico – Chairman, Private Trustees SA, Luxembourg & Advocate, Paolo Panico’s Law Chambers
Natalie Peter TEP LL.M. - Partner, Blum & Grob Attorneys at Law Ltd
David Russell TEP AM RFD QC, Barrister, Outer Temple Chambers
LUNCH AND NETWORKING
CONFERENCE THEME - THE TRUST AND ESTATE PRACTITIONER'S SWISS COMBINATION KNIFE
Theme - Day Two (pm) - The Compass: Because we need toknow where we are and where to go.
CHAIR'S OPENING REMARKS
Cyril Bouzguir TEP - Banking Economist, Dreyfus Sons & Co Ltd, Banquiers
Committee Member of Swiss & Liechtenstein STEP Federation
Committee Member of STEP Basel
TRUST LAW IN SWITZERLAND - CIVIL LAW JURISDICTIONS
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Update on the draft Swiss trust law
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Back to our Roman roots
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The graft in mixed jurisdictions
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Beyond the usual issues raised in civil law countries
David Wilson M.C.J. (NYU), TEP – Partner, Schellenberg Wittmer Ltd - Moderator
Professor Paolo Bernasconi – Attorney-at-Law and Notary Public, Bernasconi Martinelli Alippi & Partners
Professor Dr Francesco A Schurr – Professor of Law, University of Innsbruck
Professor Luc Thevenoz, Professor and Director, Centre for Banking and Financial Law, University of Geneva
NETWORKING AND REFRESHMENTS
THE GREAT DEBATE
Professor Luc Thevenoz, Professor and Director, Centre for Banking and Financial Law, University of Geneva - Moderator
Nicholas Jacob TEP - Partner, Forsters LLP
Justine Markovitz TEP – Chairperson, Withers
Professor Dr. Dominique Jakob - Professor of Private Law and Director of the Center for Foundation Law at the University of Zurich / Independent Advisor, Zurich - Faculty of Law / University of Zurich