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STEP Lunchtime Lecture No.05 - Legal hotspots in Guernsey's fiduciary marke...

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Location

Location

The Dorey Room

St James

GY1 2NZ St Peter Port

Guernsey

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

Description

Lunchtime Lecture No.05

Wednesday 20th November 2019 - 12pm

Topic: Legal hotspots in Guernsey's fiduciary market

Speakers: Gavin Ferguson and Alice Bricogne, Ogier LLP

Presentation summary:

In this lecture Gavin Ferguson and Alice Bricogne will look at current points of interest such as trustee fees and expenses (including in the context of "insolvent" trusts), the pitfalls of granting powers of attorney, and developments and problems in the CRS landscape.

Speakers Bios:

Gavin Feguson heads Ogier's Private Wealth team in Guernsey, and provides contentious and non-contentious fiduciary services to high net worth individuals, corporate clients and charities. He advises on all aspects of trust and foundation law, including in respect of their creation, reorganisation and administration.

He also advises on regulatory matters, general private client matters (including probate) and has an interest in Sharia compliant fiduciary structures.

Gavin is a qualified Guernsey Advocate, BVI solicitor, English solicitor and Notary Public, and holds a personal fiduciary license which permits him to act as a director, protector, enforcer, guardian and council member.

Gavin is also a STEP member and a contributing author to the STEP Certificate in Foundations.

Alice Bricogne is a senior associate in the Private Wealth team at Ogier in Guernsey. As well as advising trust companies and high net worth individuals on the creation, administration, and restructuring of all types of trusts and foundations, Alice provides advice on contentious matters. She also advises trustees on regulatory issues and has a particular interest in charitable entities.


Please arrive by 11.45am for registration.


A polite reminder that if you are hard of hearing please sit in the front five rows for the best auditory experience.


Lecture will start 12pm sharp and last for approx. 45 minutes with 10-15 minutes for questions.

FAQs

How can I contact the organiser with any questions?

For booking enquiries or queries, please email stepguernsey@step.org.

What's the refund policy?

Tickets are transferrable to another STEP member or colleague on the day but they are non-refundable unless there is a waiting list and 48 hours notice is given.

Do I have to bring my printed ticket to the event?

No, we are able to take names at registration so you don't have to bring your ticket.

Is it ok if the name on my ticket or registration doesn't match the person who attends?

Yes, tickets are transferrable to a colleague if you find yourself unable to attend.

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Date and Time

Location

The Dorey Room

St James

GY1 2NZ St Peter Port

Guernsey

View Map

Refund Policy

Refunds up to 1 day before event

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