STEP Cayman Islands lunchtime lecture. 15 September 2023

Host group
Host Left
Event Type
Meeting/Seminar
Date
Venue

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
Schedule
Registration from 12:00, Seminar 12:30 - 13:30, Question and Answer 13:30 - 14:00
Contact
Naro Zimmerman
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