A review of Swiss cases on trusts. 8 November 2022

Host group
Host Left
Hosted by
STEP Zurich Centre
Event Type
Meeting/Seminar
Date
Venue

Hotel Glockenhof Zürich
Sihlstrasse 31
8022 Zürich
Switzerland

Speaker:

David Wallace Wilson, TEP M.C.J. Schellenberg Wittmer Ltd / Attorneys at Law, Partner, www.swlegal.ch

Topic: A review of Swiss cases on trusts

David will present a selection of recent Swiss court judgments dealing with trusts – from international assistance to Swiss taxation, as well as litigious succession cases.

Speaker CV

David Wallace Wilson is a partner in Schellenberg Wittmer's Geneva office, where he heads the private wealth group. He advises individuals and families on wealth structuring and estate planning for their personal and business assets.

Experience:

  • Advising individuals and families on wealth structuring, life-time and estate planning
  • Specialist in complex family, guardianship and inheritance disputes
  • Acting as executor in international successions
  • Advising trustees and intermediaries on regulatory issues (AML, CRS etc.)
  • Assisting clients with their fine-art and philanthropic ventures
Cost group
Event Cost
Swiss Franc
80.00
Present member
Swiss Franc
100.00
Present non-member
Swiss Franc
50.00
Present STEP student
Present sponsor free of charge
Swiss Franc
40.00
O-line member
Swiss Franc
50.00
On-line non-member
Swiss Franc
30.00
On-line STEP student
On-line sponsor free of charge
Schedule
12:00 - 14:00
CPD Points
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1 hour
Contact
Corinne Graf
-
[email protected]
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