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Course Details

Offshore Trusts - Theory and Practice
Marcus Leese, Partner, Ogier
Wisdom Hon, Senior Associate, Ogier
Date: 11 March 2020 (Wednesday)
Time: 2:30pm - 5:45pm
Level: I (Intermediate)
For delegates who have prior knowledge of the subject area
Language: English
Fee: HK$ 1,700
Accreditation: 3 CPD pts (Accredited by The Law Society of Hong Kong)
Ref: L20OJ02
Venue: Learning Commons Ltd
Room 1602, 16/F,
1 Duddell Street,
Central, Hong Kong
[View Map]
Presenter's Biography:

Marcus has a broad practice but with a particular focus on private client, trusts, foundations, wills and estates (and related banking and finance, corporate and commercial work) for high net worth entrepreneurial clients and their businesses. He is an admitted and practising lawyer in both the BVI and Guernsey. He is also admitted as a barrister and solicitor of the High Court of New Zealand and as a solicitor of the High Court of England and Wales. He joined
the Guernsey office of Ogier in 1999 and became a partnerin 2005. He relocated to our Hong Kong office in 2010 on a four year secondment and returned to Guernsey in January 2014.

Wisdom advises on all issues concerning private wealth matters, with particular focus on trusts, foundations, family governance, wills, probate, estate administration and mental capacity. She holds the STEP Advanced Certificate in Cross-Border Estates with Distinction. She is experienced in advising individuals whose nationality, residency and domicile are in different jurisdictions. She is an admitted and practising lawyer in BVI in our Hong Kong office to serve clients in Asia. She is also admitted as a solicitor in England and Wales and Hong Kong.
 
Outline:

  • What is a trust?
  • Introduction to offshore trust jurisdictions
  • How offshore trusts work
  • How to choose trust jurisdictions
  • Comparing offshore and HK trust laws
  • How to establish an offshore trust
  • Anti-Bartlett clause after DBS case
  • Lessons from Great Eagle case

 
Category: Offshore Jurisdictions
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