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2024 Trust & Corporate Services Providers Series (Isle of Man)

Description

Explore the essential aspects of Trusts and Corporate Services in our 2024 Trust & Corporate Services Providers Series which comprises of 10 x 1-hour webinars. Each session zeroes in on the latest industry trends and legal updates, offering valuable insights for professionals at any stage of their career. These webinars are designed to enhance your understanding and skills in a concise, focused format, ensuring you stay informed and ahead in the rapidly changing landscape of trusts and corporate services.

The series is delivered live online via Microsoft TEAMS and recorded where possible. Each webinar provides 1-hour of CPD.

 

Suitable For

This series is suitable for financial services professionals working within trust and corporate services.

 

Agenda

Webinar 1: Practical tips on managing contentious family issues

17 April 2024 | 15:30-16:30 | 1 CPD Hours

Richard Joynt  

Richard Joynt

Director, Head of Family Office at HIGHVERN

 


Webinar 2: Trust Law Update 

11 May 2024 | 11:00-12:00 | 1 CPD Hours

Melissa Wong  

Melissa Wong

Senior Associate at Appleby (Isle of Man) LLC

 
Erin Trimble-Cregeen  

Erin Trimble-Cregeen

Counsel at Appleby 

 


Webinar 3: Managing digital assets within Trust structures

14 May 2024 15:30-16:30 | 1 CPD Hours

Speaker tBC  

Speaker TBC

TBC

 


Webinar 4: Artificial Intelligence: can it really transform international wealth structuring?

23 May 2024 | 15:30-16:30 | 1 CPD Hours

Richard Field  

Richard Field

Partner, Dispute Resolution at Appleby (Guernsey) LLP

 


Webinar 5: Tax Update for Trusts

11 June 2024 | 15:30-16:30 | 1 CPD Hours

Speaker tBC  

Speaker TBC

TBC

 


Webinar 6: Exercising trust powers and the proper purpose rule – what you need to know, and what you need to worry about

09 July 2024 15:30-16:30 | 1 CPD Hours

Jordan Constable  

Jordan Constable

Associate at Ogier

 


Webinar 7: Indemnification of trustees: key considerations

17 September 2024 | 15:30-16:30 | CPD Hours

Nancy Chien  

Nancy Chien

Partner at Bedell Cristin

 


Webinar 8: Cross-border trust disputes

15 October 2024 15:30-16:30 | 1 CPD Hours

Roman Kubiak  

Roman Kubiak TEP

Partner at Hugh James

 


Webinar 9: FAFT regulation 25: impact on trusts

12 November 2024 | 15:30-16:30 | 1 CPD Hours

Speaker tBC  

Speaker TBC

TBC

 


Webinar 10: The Revenue Rule – understanding trustees risks and limitations

03 December 2024 | 15:30-16:30 | 1 CPD Hours

Speaker tBC  

Speaker TBC

TBC

 


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