STEP Cayman Islands lunchtime lecture. 15 September 2023

Host group
Host Left
Event Type

George Town Yacht Club (upstairs)
612B North Sound Road
Grand Cayman
Cayman Islands

Trustees and their expenses – a modern approach?
with Fenner Moeran KC

  • The issue – what are ‘expenses [properly] incurred’?
  • The traditional answer – ‘authorised transactions’, and historic categories
  • The problem – modern situations outside the historic categories, e.g. borrowing and litigation funding
  • The solution – a purpose-based analysis of the (trans-)action?

What trustees can/should do when beneficiaries fall out
with Clare Stanley KC

  • Disagreements between beneficiaries
  • Disagreements between beneficiaries with the trustee
  • Conflicts of interest and how to manage them
  • Legal privilege – when can beneficiaries see legal advice taken by the trustee 

The lectures are presented by Wilberforce Chambers, who will also provide a light lunch.

Email [email protected] to register your place.

Cost group
Event Cost
STEP Members - Cayman Dollar 35.00
Non-Members - Cayman Dollar 50.00
STEP Students - Cayman Dollar 35.00
Registration from 12:00, Seminar 12:30 - 13:30, Question and Answer 13:30 - 14:00
Naro Zimmerman
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