SPEAKERS
- Andrea Vicari, founder and managing partner of Vicari Avvocati
- Guillaume Grisel, Partner Schellenberg Wittmer Ltd
- CLEMENTINE DOWLEY, Partner Payne Hicks Beach
- Keith Dixon, Partner, Carey Olsen
- René Felder, Seratio
Programme:
14.00 | Registration
14.20 | Welcome | Filippo Turato
14:30 | Italy | Andrea Vicari
The liability of the outgoing trustee and the new trustee towards third parties. The interplay between the Hague Convention 1985 and the rules of private international law: which law governs the matter?
15:00 | Switzerland| Guillaume Grisel
Trustee succession in a regulated environment. The impact of Swiss professional trustee regulation on the selection, appointment and replacement of trustees, with particular regard to licensing requirements, professional standards and supervisory oversight. The role of FINMA in cases of critical concern. Recent developments in Swiss practice and case law.
15:30 | England and Wales | Clementine Dowley
The appointment of a successor trustee as the exercise of a fiduciary power: the criteria by reference to which a particular individual or institution ought to be selected, and the standards that should govern that choice. The remedies available where an unsuitable trustee has been appointed; whether the retiring trustee may intervene in such circumstances; and the rights and remedies available to beneficiaries and protectors respectively.
16:00-16:10 | Coffee Break
16:10 | Jersey | Keith Dixon
The outgoing trustee's rights of indemnity and recourse as against those of the incumbent trustee: pari passu or priority in time? A discussion in light of Equity Trust (Jersey) Ltd v Halabi [2022] UKPC 36.
16:40 | Liechtenstein | René Felder
The technical specificities of Liechtenstein trust law in the context of a change of trustee: the right to information and the scope of trustee liability upon transfer of office, also in the light of the last reform.
17:30 | Networking cocktail
18:30 | Closing – End of evening
Looking forward to meet you there
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