Programme Wednesday 29th March
2006 International Wealth Management The
Place of Philanthropy in Family Wealth Giving
to Charities in The UK - The View From England Charities
and Trustee Investment (Scotland) Act 2005 - An Update
Ireland
- A Natural Home for Charities? The
EU - A Single Market for Charities? Early
Evening Reception Thursday 30th March
2006 Global Family Wealth and Business Planning
Welcome
Address International
Family Business Planning
For The Pan-European Family Business - To register - print out the details below
and send the completed form to: Nicola Rafferty, Conference
Organiser, Offshore Investment, Lombard House, 10-20 Lombard
Street, Belfast, BT1 1BW, United Kingdom. I
would like to attend the conference at the Full Paying Delegate
Fee of GBP1,100 & UK VAT at 17.5% = GBP1,292.50
Earlybird
Delegate Fee of GBP950 & UK VAT @17.5% = GBP1,116.25 (available
for registration up to 14th February 2006)
Billing
address (if different from above):
Chairs - Richard A. Cassell, Clive Cutbill,
Withers LLP, London, UK
08:00
- 09:00
Registration
Pre-conference tea and coffee
09:00
- 09:30
Chairman's
welcome address
Making a Difference; An Overview of Structures and Solutions
Richard A. Cassell & Clive Cutbill, Withers LLP,
London, UK
09:30
- 10:00
Theresa Lloyd, London, UK
Philanthropy as a keystone in family wealth structures.
10:00
- 10:30
US
Planned Giving and Case Study Introduction
Richard A. Cassell, Withers LLP, London, UK
Using US techniques in international trust structures. Combining
practical philanthropy with tax effective planning.
10:30
- 11:00
Morning
Coffee
11:00
- 11:30
Clive Cutbill, Withers LLP, London, UK
Using English charities to achieve philanthropic aspirations:
opportunities and responsibilities.
11:30
- 12:00
Simon Mackintosh, Turcan Connell, Edinburgh, Scotland
An update on Scotland's charity reforms and how to use them
effectively.
12:00
- 12:30
Patricia Rickard-Clarke, The Law Reform Commission, Dublin,
Ireland
An update on regulatory trends in Ireland today.
12:30
- 14:00
Luncheon
14:00
- 14:30
Francis
Houben, Legal & Tax Management, Belgium
The European perspective - will there ever be a European Foundation?
14:30
- 15:00
Philanthropy
of New Wealth in Emerging Economies
Olga Alexeeva, The Charities Aid Foundation, UK
A look at developments in Russia, Asia and India.
15:00
- 15:30
Venture
Philanthropy
Blake Bromley, Benefic Group Inc, Vancouver, Canada
Out with the old... Emerging ways of giving.
15:30
- 16:00
Corporate
Governance for Charities
Paul Gibson, Mazars LLP, London, UK
Getting the right trustees. Selecting and supervising staff.
Monitoring and avoiding risk.
16:00
- 16:30
Afternoon
Tea
16:30
- 17:30
Case
Study Panel Discussion Leading to Open Floor Question Session
Led by Richard A. Cassell and Clive Cutbill
17:30
Chairs -
William K. Norman, Ord and Norman, California, USA
Lawrence Heller, Bryan Cave LLP, Santa Monica, USA
08:00
- 09:00
Breakfast
With The Experts - Residency and Citizenship Challenges as an
Estate Planning Tool
North America - Lawrence Heller, Bryan Cave LLP, USA
Europe - Dr. H. L. Bernhard Vischer, Switzerland
UK - Speaker to be confirmed
09:00
- 09:15
William K. Norman, Ord and Norman, USA
The multi-national family Ð a new paradigm.
09:15
- 09:45
James Chatfield, Rawlison Butler, UK
Coping with the dynamics of an expanding international family
business
09:45
- 10:30
A role play in two acts. Act 1 Ð Gina's Kitchen is a TV Hit.
Fare una Buona Minestra
Gina played by Barbara Zak, Ord and Norman, USA
Gina's personal lawyer - Guglielmo Maisto, Maisto e Associati,
Italy
Gina's business lawyer - James Chatfield, Rawlison Butler,
UK
Gina's business advisor - Charles Cain, CM Skye Ltd, UK
Planning for family business expansion and success.
10:30
- 11.00
Morning
Coffee
11:00
-11:45
Estate
Planning for a Multinational Family -
Act II - Gina Meets Her Estate Planners. Fare una Nuova
Ricetta
Gina - Barbara Zak, Ord and Norman, USA
Gina's personal lawyer - Guglielmo Maisto, Maisto e Associati,
Italy
Gina's General Estate Planner - William K. Norman, Ord and Norman,
USA
Gina's Spanish Lawyer - Margarita Domenech Vinas, Domenech Abogados,
Spain
Special Trust Counsel from UK - Leigh Sagar, New Square Chambers,
UK
Overcoming the special challenges of planning for a family with
multiple domiciles and assets in several jurisdictions.
11:45
- 12:15
Open
Floor Question Session.
12:15
- 14:00
Luncheon
14:00
- 14:45
Counselling
Latin American/Iberian Clients
Margarita Domenech Vinas, Domenech Abogados, Spain, and Richard
Hay, Stikeman Elliott LLP, UK
International estate planning from a Civil law perspective.
14:45
- 15:30
Counselling
Offshore Asia/Pacific Clients
Stephen Holmes, Holmes and Company, Canada
Business, family, taxes, trusts and culture.
15:30
- 16:00
Afternoon
Tea
16:00
- 17:00
Trust
and Individual Tax Developments From Around The World -
Reports from the US, Europe, UK, Canada and Selected Offshore
Jurisdictions
Chair - William K. Norman, Ord and Norman, USA
UK - Leigh Sagar, New Square Chambers, UK
Canada - Richard Hay, Stikeman Elliott LLP, UK
Europe - Dr. H. L. Bernhard Vischer, Switzerland
Offshore - Charles Cain, CM Skye Ltd, UK
17:00
End of
Conference
REGISTRATION
FORM
Tel: +44 (0) 28 9032 8777 Fax: +44 (0) 28 9032 8555
E-mail: conference@offshoreinvestment.com
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