The use of US trusts for asset protection, privacy and tax planning. 6 December 2021

Host group
Host Left
Hosted by
STEP Zurich Centre
Event Type
Web Event
Date

Topic

The use of US Trusts for Asset Protection, Privacy and Tax Planning. The talk will cover the following items:

  • US trust law planning tools – including directed trusts and the trust protector concept.
  • Examination and comparison of commonly used US trust jurisdictions.
  • Recent data leaks and the impact on the US trust planning industry.

Speaker

David A. Warren, JD, Co-Founder and Chairman of the Board at Bridgeford Trust Company, www.bridgefordtrust.com

Webinar

Link and presentation will be sent in advance.

Registration

By 3 December 2021 to [email protected].

Conditions

Reserved places will be charged, unless cancelled 24 hours before the event.

Cost group
Event Cost
Swiss Franc
40.00
Members
Swiss Franc
50.00
Non-members
Swiss Franc
30.00
STEP students
Schedule
12:00-13:30
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1 ½ hours towards CPD obligation
Contact
STEP Zurich
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