Agenda (Day 2) 2019

Kindly sponsored by LGT Ltd

Dr Guillaume Grisel, LL.M. (Cambridge), PH.D., TEP - Vice-Chairman, Swiss & Liechtenstein STEP Federation

• Demographic data on change of generation/ size of wealth
• Strategies to build a successful relationship with the children
• If children reject the structures set up by the parents can advisors/trustees lose the family ? What are the psychological or other origins of such a situation ?
• How to include the next generation early on to ensure early interest and a smooth transition
• What are the advantages of including the next generation early on.
• What are Switzerland's and Liechtenstein's strengths and how to capitalise on them
• What, if any, advantage does the US pose
• What impact, if any, does forced heirship have on dealing with the family
• What lessons can be learned from high profile family sagas

Nicholas Jacob TEP - Partner, Forsters LLP (Moderator)

Joshua Seth Rubenstein TEP - Partner, Katten Muchin Rosenman LLP

HSH Princess Therese of Liechtenstein - Investment Associate

Dr Marina Walter, Medical Doctor, University Center of Legal MedicineGeneva/Lausanne (CH), HUG

• Incapacity overview: Common law jurisdictions and civil law jurisdictions
• Governing law of the trust versus the law of the individual's domicile
• Trigger event. Who takes the lead ?
• Trustee's duties. Proactive or reactive ?
• Evidence
• Standing of interdicted person's representative
• Trusts for incapacitated persons
• Modification of terms and practical steps

Andrea Vicari TEP D.J.S. (Cornell) - Managing Partner, Vicari & Associati (Milan) (Moderator)

Edward Reed TEP - Partner, Macfarlanes LLP

Craig Swart TEP - Partner, Dickinson Gleeson

Kindly sponsored by Accuro Trust (Switzerland) AG

Immigration to US, UK, Israel, Portugal, Malta and Cyprus.

• What are the advantages and disadvantages each jurisdiction has to offer from a tax and non-tax perspective?  
• Pre and Post Immigration & Tax Planning
• What is the typical client who would suit each jurisdiction? 
• Cases the speakers have dealt with, including the success and the challenges faced.
• Political instability and what our UK clients are doing
• Why would anyone still move to the UK
• Residence and citizenship shopping

Maurizio di Salvo - Of Counsel, Andersen Tax Legal

Justine Markovitz TEP - Head of Swiss Operations, Withers

Michael Maxwell - International Business Development Manager, Dixcart Group

Inbal Faibish Wassmer - Partner, Rosenberg Abramovich Schneller, Advocates, Tel Aviv and Zurich (Moderator)

• The latest news on Brexit in general: 1.5 months before D day.
• Passporting : effects on the City: will we see an exodus of banks etc and therefore highly skilled employees (our type of clients)
• Go behind the hype: will aircraft really be grounded etc
• What does it mean for our internationally mobile client: will they leave the UK, what should we be advising them?
• Free movement of persons, including tourists
• Direct influence of Brexit on UK’s attractiveness for high net worth individuals? And for the professionals who advise them?
• Indirect influence on Switzerland
• Is Brexit an opportunity to strengthen cooperation between the UK and CH in the financial sector or is it the opposite?

Michael McKay - Founder,"The McKay Interview" (Moderator)

Jane Owen - Her Majesty's Ambassador to the Swiss Confederation and the Principality of Liechtenstein

Duncan MacIntyre - Chief Executive Officer, UK, Lombard Odier

Kindly sponsored by Swiss Life Global Solutions

Dr Johanna Niegel, LL.M. (Columbia University), Dip (ITM), TEP - Committee Secretary, Swiss & Liechtenstein STEP Federation and Chair of Verein STEP

• Focus on value and long-term relationships: a view from Switzerland
• US estate planning updates
• US private client litigation updates
• New and updated trust and foundations laws in the GCC common law jurisdictions
• East Asian development: China, Hong Kong and Singapore
• International developments and recent changes in tax legislation
• Blockchain Act in public consultation

Stephanie Jarrett TEP - Partner, Baker McKenzie (Moderator)

Patrick Brunhart - Deputy Director, Liechtenstein Office for International Financial Affairs

Joshua Seth Rubenstein TEP - Partner, Katten Muchin Rosenman LLP

David Russell AM RFD QC TEP - Barrister, Outer Temple Chambers

Kindly sponsored by Dohle Corporate and Trust Services Ltd

• Proposed Swiss trust law
• Swiss trust regulation
• Supervisory organisations (including SOWT)
• What should be the role/position of the Swiss & Liechtenstein STEP Federation with respect to these issues ?

Nicholas Jacob TEP - Partner, Forsters LLP (Moderator)

Filippo Noseda TEP - Partner, Mishcon de Reya LLP

Luc Thevenoz - Professor of Law, University of Geneva

David Wallace Wilson TEP M.C.J. (NYU), Partner, Schellenberg Wittmer Ltd