Transcontinental Trusts: Bermuda Forum

About Agathe HolowatincAgathe Holowatinc

Agathe manages the firm’s library and information centre, provides legal research and reference services and delivers training in the use of print and online resources to the firm’s attorneys and pupils. She also coordinates the firm’s marketing and public relations programme, leads the design and development of the firm website, Bermuda Law Blog and MJM Quarterly Newsletter, and oversees IT operations.

Agathe Holowatinc’s full profile on mjm.bm.

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As one of the oldest international trust jurisdictions, Bermuda is known as a premier jurisdiction for trusts and other private client structures. Bermuda serves a broad spectrum of international businesses and high net worth clients and this year we are proud to be hosting the Transcontinental Trusts Forum: Shaping the Global Agenda of the Offshore World.

The Transcontinental Trusts conference has established itself over the last 30 years as the premier trust event in the private client practitioner’s diary and this is the first time that it is being held outside Europe. Running Monday April 27th & Tuesday April 28th, 2015, at the Fairmont Southampton, Bermuda, the Transcontinental Trusts conference event features over 50 leading international trust experts and distinguished speakers.

MJM Director, Fozeia Rana-Fahy will be part of a panel addressing “How to Change your Trust Structure”.

Summary:

There is an endless list of reasons why trusts may need to adapt and change with time. It is therefore essential advisors have a firm grasp of the methods of variation available to ensure clients’ trusts evolve with clients’ changing needs and environment.

  • Use of trustees’ existing powers
  • VTAs
  • S.57
  • Consent of beneficiaries
  • Saunders v Vautier
  • The court’s inherent jurisdiction

As well, MJM Director Hil de Frias will be speaking at the event. Hil will participate in a panel discussion on “Information Exchange & Privacy: UK, EU, US and OECD – Are we Heading Towards a Common Plan, or Chaos?

Summary:

  • Tips for adapting your business model: how trustees in Bermuda and other financial centres should respond
  • What will governments do with their new tools?
  • Will we see wealth tax and cross border tax enforcement?
  • Prospects for public access to data
  • Looking to the future: what does it all mean for the private banking industry?

MJM Limited is proud to be a Silver Partner of the Transcontinental Trusts: Bermuda Forum.

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