Trusts in Prime Jurisdictions (eBook)

Fifth Edition

Alon Kaplan (Herausgeber)

eBook Download: PDF

2019 | 5. Auflage
880 Seiten
Globe Law and Business Ltd (Verlag)
978-1-78742-300-8 (ISBN)

Infos

As globalisation continues apace, opportunities are arising for practitioners in trust jurisdictions that did not exist a few years ago. Growth continues in the traditional trust jurisdictions, especially in civil law jurisdictions where trusts and foundations have previously been used in a limited capacity. In parallel, the concept of the foundation has been adopted by several common law jurisdictions that, until recently, have relied exclusively on trusts - notably Jersey and Gibraltar. The fifth edition of 'Trusts in Prime Jurisdictions' has been fully updated and features a number of new chapters on topics including trust and real estate trust in Israel, what it means to be a fiduciary family office, the role of the trust protector, Islamic (Waqf) trusts, and trusts in relation to divorce. In addition, new for this edition are chapters on Germany and Bermuda. Produced in association with STEP, this edition provides a solid grounding in the use of trusts in a wide range of important jurisdictions and contexts. It also examines related topics such as trust taxation, anti-money laundering laws, the OECD initiative, CRS, exchange of information, transparency of registers and the notion that countries are entitled to collect taxes beyond their borders, among others. Written by leading professionals and recognised academics, many of whom are STEP members, the fifth edition of 'Trusts in Prime Jurisdictions' will be an essential resource for all lawyers, trust practitioners and banking professionals working in the field.

Inhalt

Preface
Introduction
Alon Kaplan
Barbara R Hauser

Part One: Introduction

Hague Convention
Hein Koetz
Max-Planck Institut, International Academy of Comparative Law

The Hague Convention on Trusts and the Uniform Code
Michael W Galligan
Phillips Nizer LLP

Part Two: Jurisdictional Overview

Australia
Allan Blaikie
Mathew Fenwick
Clayton Utz

Bermuda
Keith Robinson
Carey Olsen

British Virgin Islands
Christopher McKenzie
Vanessa King
O’Neal Webster

Canada
Rachel Blumenfeld
Martin J Rochwerg
Miller Thomson LLP

Cyprus
Emily Yiolitis
Harneys Aristodemou Loizides Yiolitis LLC

Cayman Islands
Bernadette Carey
Carey Olsen

England and Wales
Martyn Gowar
Ziva Robertson
McDermott Will & Emery UK LLP

Germany
Raoul Jacobs
Bafin

Guernsey
Natasha Kapp
Nina Silva
Carey Olsen

Gibraltar
Moses J Anahory
Wayne Fortunato
James Levy QC
Hassans

Hong Kong

India
Ravi Nath
Rajinder Narain & Co

Israel
Lyat Eyal
Aronson, Ronkin-Noor, Eyal Law Firm
Alon Kaplan
Advocate and Notary
Meytal Liberman
Alon Kaplan Law Firm

Japan
Makoto Arai
Chuo University, Tokyo

Jersey
Justin Harvey-Hills
Mourant Ozannes
Oliver Schmidt
Allgemeines Treuunternehmen

Liechtenstein trusts and foundations: creation and operation
Dietmar Loretz
Jacqueline Marxer
David Vogt & Partner Trust reg

Luxembourg
Paulo Panico
Paolo Panico’s Law Chambers – Private Trustees SA

Malta
Priscilla Mifsud Parker
Chetcuti Cauchi Advocates

New Zealand

Quebec
Marilyn Piccini Roy
Robinson Sheppard Shapiro LLP

Scotland
Paolo Panico
Paolo Panico’s Law Chambers – Private Trustees SA

Switzerland
Dominique Jakob
University of Zurich
Peter Picht
Max Planck Institute for Innovation and Competition; University of Zurich

The use of trusts in Switzerland
Daniel Bader
Daniel Leu
Baer & Karrer Ltd

United States
Barbara R Hauser
Independent Family Adviser

The use of trusts for estate planning in the US
Stanley A Barg
Kozusko Harris Duncan

Part Three: Special Topics

Asset protection trusts
Gideon Rothschild
Moses & Singer LLP

International trust litigation, jurisdiction and enforcement
David Faust
Faust Oppenheim LLP

The trustee as fiduciary: some practical considerations
David Faust
Faust Oppenheim LLP

Fiduciary responsibility
Susan Schoenfeld
Wealth Legacy Advisors LLC

Trusts, trustees and family businesses
Christian Stewart
Family Legacy Asia (HK) Limited

Settlor control and influence-through the use of settlor-reserved powers and private trust companies
Paul Matthams
Carey Olsen

The UK Tax Treatment of Offshore Trusts
Maggie Gonzalez
Buzzacott LLP

Trusts and money laundering
Yehuda Shaffer
Deputy State Attorney (Financial Enforcement) Israel

International Family Governance Integration with Family Trusts
Barbara R Hauser
Independent Family Adviser

Trust and Divorce
Ziva Robertson
McDermott Will & Emery UK LLP

The trust protector – a mini revolution in trust law
Alexander A Bove Jr
Bove & Langa Law Firm

The war on trusts
Filippo Noseda
Withers LLP

Beneficial ownership registers of companies and trusts
Paolo Panico
Paolo Panico’s Law Chambers – Private Trustees SA

Produkt-Details

• Erscheint lt. Verlag: 4.12.2019
• Verlagsort: London
• Sprache: englisch
• Themenwelt: Recht / Steuern ► Allgemeines / Lexika
• Themenwelt: Recht / Steuern ► EU / Internationales Recht
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht ► Gesellschaftsrecht
• Schlagworte: Trusts, Jurisdictions
• ISBN-10: 1-78742-300-X / 178742300X
• ISBN-13: 978-1-78742-300-8 / 9781787423008