William Ahern was admitted as a solicitor in Brisbane, in 1980, where he specialized in tax planning and tax litigation. In 1984, he acquired the only legal practice in Norfolk Island, a tax-free external territory of Australia. In early 1999, Bill returned to Hong Kong full-time as a Consultant to law firm Lea & White, to build on his wide experience in Hong Kong revenue law, trust law and regional tax planning, including offshore aspects of Australian tax law. In October 2000, he joined an international trust company in Hong Kong as Director, Trust & Legal Affairs. In December 2002, Bill joined HSBC Private Bank to head up Wealth and Tax Advisory Services Asia (WTASA); its tax consultancy arm. In June 2008, Bill established his own consultancy specializing in advising clients and institutions in multi-jurisdictional tax and succession planning and family governance. Charles Cain is an Economist and Banker. Born in 1938 and raised in the Isle of Man into a legal family, he was educated in England. After Military Service in the British Army, (Black Watch, and commissioned in the Cameronians (Scottish Rifles)), he graduated in Economics from Cambridge University, England. After working in international banking in Britain and East Africa for 11 years, he returned to his native Isle of Man in 1972 as Chief Executive of a Merchant Bank. In 1975, he founded his own trust company, which was sold in 1989. In 1991, Charles Cain founded what is now CM Skye, with offices in Isle of Man , Switzerland and London providing sophisticated consultancy and management services for offshore fiduciary structures, with particular emphasis on complex structures, such as Foundations, Charities, and LLCs, and structures for tax planning for USA, Canada, South Africa and Scandinavia in particular. He is Editor of Offshore Investment magazine. He is Visiting Professor at the Isle of Man International Business School, and was formerly an Adjunct Professor at St Thomas University School of Law, Miami, Florida, in relation to their Masters program in International Taxation. Matthew C. Cain is a Partner at Wiggin Osborne Fullerlove, the specialist Private Client firm of Solicitors, based in Cheltenham and London, England. Matthew’s practice is heavily tax focused, and he has particular expertise in devising, and implementing, tax-efficient structured investment solutions for high net-worth individuals utilising cross-border life insurance policies and annuity contracts, onshore and offshore collective investment vehicles, partnerships, trusts and hybrid entities. Matthew’s clients include wealthy individuals and families, trust companies, private banks, insurance companies and fund management houses. Matthew qualified as a Solicitor in 1995 and became a Partner at Wiggin & Co. in 2001. Matthew, together with the five other Private Client Partners formerly at Wiggin & Co., established Wiggin Osborne Fullerlove on 1st November 2003. Prior to joining Wiggin & Co. at the end of 1999, Matthew worked in London for 6 years, the last 4 of which were spent in the City of London acting for, in particular, structured finance and asset finance groups of investment banks based in London, New York, Hong Kong and Sydney. Matthew is the UK’s representative on the International Bureau to Offshore Investment. Matthew is also a member of the International Tax Planning Association and the London based Wealth Management Forum. Richard Cassell studied at University College London, BA and then at University of Pennsylvania, LLM. Richard has practiced in Washington DC and London and is currently the UK head of Withers Wealth Planning Group. He advises on US and international tax, trust and estate planning. In addition, he advises individuals, charities and foundations on cross border charitable gifts and philanthropy. Richard has written a number of articles and regularly speaks at conferences on cross border tax and charity planning. Clive Cutbill was educated at University College London. Upon qualifying as a Solicitor in 1985 he joined Herbert Smith, where he became a partner in 1995. He moved to Withers as a partner in September 2000 and is now a Principal in the Charities and Philanthropy Department of Withers LLP. He advises trustees of all types of charities and trusts as well as those dealing with them, frequently in a commercial context. He also advises charities and donors in relation to tax-efficient giving, funding and other philanthropic issues (including venture philanthropy, social investment and the structuring of transactions involving charities and others to deliver social benefit), both in the domestic and cross-border context. Clive acted in two leading High Court cases concerning trustees’ powers and duties: Hillsdown Holdings plc v. Pensions Ombudsman (1996); and Public Trustee and Anor v. Cooper and Ors (1999) and has been acknowledged as a major contributor to the debate concerning the powers of trustees to adopt a socially responsible approach to the investment of their funds. He is a member of the Charity Law Association and the Society of Trust and Estate Practitioners (‘STEP’). He is the firm’s nominated officer for money laundering reporting purposes and, as chair of the STEP Anti-money Laundering Task Force, has been involved in discussions with HM Treasury, MEPs, the European Commission and the Financial Action Task Force of the OECD regarding ongoing developments in the fight against money laundering. His combination of knowledge and experience in the fields of trust and charity law, on the one hand, and money laundering and terrorist financing issues, on the other, has been described as unique. He regularly lectures and writes on his areas of practice and contributes precedents to Sweet & Maxwell’s Practical Trust Precedents and Practical Will Precedents and chapters on governance to Tolley’s Charities Manual. He has recently been commissioned by Cambridge University Press (with Alison Paines, another Principal in the Charities and Philanthropy Department of Withers LLP) to edit a new book entitled ‘The Law and Practice of International Charitable Giving’ and recently collaborated with German lawyers on the English chapter of a book entitled Handbuch des Internationalen Stiftungsrechts, to be published shortly. He was a member of the Finance and Services Committee and the Audit Committee of Tearfund (a national relief charity) for nine years and is currently a trustee of the WO Street Charitable Foundation (a substantial grant-making charity) and of the Capital Community Foundation, a community foundation charity covering the Greater London area. Andrew De La Rosa is a practising English barrister and U.S. attorney at law and has held dual English\U.S. qualifications since 1981. A graduate of the University of Chicago Law School and a former Inner Temple Scholar, he practises primarily from London and law offices in Chicago. The Chambers & Partners Guide to the UK Legal Profession has described him as a "great advocate and terrific strategist.” He has acted as a consultant, written and spoken on a variety of subjects relating to fiduciaries, succession and the offshore financial industry, most recently the application of the EUSD in offshore financial centres, the expansion of the offshore world beyond the traditional tax havens and cross-border succession disputes. His litigation and advisory work has a large international element. He has acted in cases concerning the laws of all the major British Commonwealth jurisdictions, the Shari’a law of succession and trusts and other forced heirship systems. He has appeared in a substantial number of reported cases in these fields of practice. Nigel Goodeve-Docker is an English solicitor. He graduated from Oxford University (Brasenose College) in 1966, where, apart from cricket and the local pubs, his special interests lay in legal history and jurisprudence. He qualified as a solicitor in 1970, gaining a distinction in the Law of Equity. Nigel has specialised in the law of trusts and tax, both inside and outside the UK. For over thirty years, he was a partner in the London firm of Wedlake Bell, and for most of that period one of the senior partners in its private client department. He left Wedlake Bell in March 2003 to set up his own practice in Hampshire, England, where he continues his specialist work. Nigel is a member of STEP and the International Tax Planning Association, and is the chairman of the latter’s Advisory Committee. He has written widely in professional journals, and has spoken regularly at previous Oxford Symposiums (or should it be Symposia?!) and other conferences. Yet, despite his professional interests and his enthusiasm for his chosen practice area, he happily pursues his conviction that there are many other equally good things in life to enjoy such as cricket, wine, gardening and travel. Joseph A. Field was born in Los Angeles, California on October 11, 1946. He lived in London for many years and is currently resident in the New York office of Withers Bergman LLP. He is a graduate of Princeton University [magna cum laude] (1969) and the Columbia University Law School (1972). He has two sons, one of whom is currently at Princeton, and the other of whom is currently being educated in England. He lectures and writes extensively on matters related to private banking and money laundering. He is an editor of the book Private Wealth Management which is a directory for the Private Banking industry. He also is a co-author of Asset Protection Trusts with Milton Grundy and John Briggs. He has just edited a book for the International Tax Planning Association (‘ITPA’) entitled Investing Through Life Insurance and a further volume entitled Planning and Administration of Offshore and Onshore Trusts (with Simon Jennings and Anthony Travers) for the Society of Trust and Estate Practitioners (‘STEP’). He also writes extensively for legal periodicals. Howard S. Fisher is a member of the California Bar (Board Certified Taxation Specialist), and the Honourable Society of Lincoln's Inn ([London, England - Student Bencher]). Mr. Fisher studied at the American College In Paris and received his degree from the University of Southern California in 1973. He studied law at Southwestern University (J.D. 1976), the University of Cambridge, in England (LL.B. with honours 1977, Corpus Christi College), and completed post-graduate studies in international business and taxation at Harvard University Law School (PIL). John Graham is a partner at Graham, Smith & Partners, an independent tax firm based in the Netherlands, having founded the firm in 1988. He specialises in the structuring of transactions, setting up in new countries, value added tax matters and remuneration packages. John obtained a Bachelor of Commerce from the University of Birmingham in 1975 and a Master of Fiscal Economics from the University of Amsterdam in 1988. From 1988 to 1994 he was a member, and from 1990, Chairman of the Nexia International Tax Committee and International Tax Office, where he is responsible for publications and conferences. He is a member of the Institute of Chartered Accountants of England and Wales, the Nederlandse Orde Van Belastingadviseurs (Dutch Order of Tax Advisors) and the Nederlandse Instituut van Registeraccountants (Dutch Institute of Registered Acccoutants). John has spoken regularly at courses and seminars in various countries and has appeared on videos on tax reform in the Netherlands and VAT in the EU. He writes on tax matters in Dutch and international journals. He has edited, authored and co-authored contributions to a number of books including writing the Dutch chapters of Tolleys International Tax and Investment Service and Les Impôts en Europe, the chapter on the European Union in Using International Low Tax Jurisdictions and co-writing the chapter on the Netherlands Antilles in the Use of Offshore Jurisdictions. John speaks English, Dutch, French, German and some Italian and Russian.Peter Harris is an English tax barrister with a fundamental difference, he is also French, and has practised since his call in 1979 in both European and French tax law. He practised in France for over ten years, firstly as In House Tax Counsel to Renault between 1981 and 1986, where he advised inter alia on the use of trusts in international financial structures and on the proposed and possibly reanimated loi sur les fiducies. He then practised in France for four years in his own Chambers, before moving his professional base to London in 1999. He has since practised at the Revenue Bar from France, presently from Clerksroom Chambers. Peter also spent eight years in Jersey between 1986 and 1995, in various areas of the offshore scene, and served as the French Consul there in 1994-95. He made major contributions to the debate on the effects of 1992 on the Island, both on the fiscal independence of the Island, and from the other areas of EU law which were applicable under the Protocol. Present occupations include negotiating the Inland Revenue's treatment of SCIs in France after Dimsey and Allen, and the usage of the Tax Treaty between the UK and France, in an offshore context. His unique edge is his combination of the underlying principles of the civil law, the common law, and Equity and trusts; elucidating which rules of conflict apply, and how they may be best exploited for the client, not only in the short term but also over a longer period of time. This type of analysis can make the difference between a flight offshore, proposed often by advisors who have more financial advantages in proposing a typical structure, rather than analysing what can be achieved onshore, with offshore variables in a legal context. His ability to advise on trusts and their use by French residents and citizens on a declared basis, using equitable and legal principles of the governing law, is well known. What is less so is his capacity to place apparently similar entities in both jurisdictions within their indigenous legal and fiscal context, in order to avoid miss-characterisation and the ensuing perverse effects in the other country. Richard Hay is the tax partner and head of the Private Capital Group in the London office of Stikeman Elliott, Canadian and International lawyers. Mr. Hay is admitted to the practice of law in Ontario, New York and England. Prior to entering practice Mr. Hay was Law Clerk to the Chief Justice at the Supreme Court of Ontario and an Assistant Professor and Lecturer on the Law Faculties at The National University of Singapore and the University of Ottawa in Canada. The Private Capital Group in Stikeman Elliott’s London office advises banks and private clients on tax, commercial, regulatory and political risk aspects of international estate planning structures for high net worth families, particularly those in Latin America, Europe and Canada. The Group also advises on information exchange and financial regulation matters, including the initiatives pursued by the OECD, the EU, the FATF and the IMF. Mr. Hay is co-chairman of the STEP International Committee. Nicholas Jacob B.Sc. T.E.P is a Partner in the City firm of Lawrence Graham LLP, London Solicitors, according to the Legal 500, a leading firm of lawyers in the Tax, Trust and Estate Planning field. Since qualifying in 1982, he has specialised in International Taxation and Trusts with particular emphasis on advising Trustees and Family Offices and planning for Entrepreneurs. He has written a number of articles on topics relating to Taxation and Trusts and lectured extensively all over the world. He advises Trustees all over the world, in virtually every low tax centre, and visits many of them frequently. He has been consulted as an expert witness. F. R. Jenkins, Esq. is an American lawyer with a boutique international law practice and niche expertise in so-called “offshore” matters. Mr. Jenkins is admitted to the Bar of the Commonwealth of Virginia. He has also been called to the Bar of England and Wales by the Honourable Society of the Middle Temple, and he is a Barrister-at-law and Solicitor with full rights of audience in the Eastern Caribbean island nation of St. Vincent and the Grenadines. He is further admitted to the US Court of Appeals for the Armed Forces, and the Air Force Court of Criminal Appeals. He was educated at Cambridge University, England (LL.M., English Commercial Law), Cornell University, New York (J.D.), and the University of Virginia (BA). Mr. Jenkins currently heads his own law firm Meridian 361 International Law Group, PLLC, and is also a member of Temple Court Chambers, a set of London Barristers with offices in the ancient Inner Temple, opposite the Royal Courts of Justice in the heart of London’s legal district. His international law practice includes all aspects of international taxation, cross-border transactions and complex international litigation. He has practised within the specialised “offshore” sector since 1998. Within the “offshore” environment, Mr. Jenkins has acted as general counsel to a range of offshore businesses and financial institutions, including offshore investment banks, offshore mutual and hedge funds and fund managers, and offshore insurance companies. He has represented offshore fiduciary service providers; parties having difficulties with offshore financial regulators; parties conducting individual commercial transactions and/or operating active businesses in or through offshore jurisdictions; parties conducting wealth and estate planning using offshore vehicles and plans; parties seeking offshore asset protection; offshore parties defending themselves from creditor attack in onshore litigation; parties suspicious that they are being lured into offshore scams; and parties seeking to recover assets stolen from them in complex international fraud involving offshore vehicles. Mr. Jenkins currently represents the American victim families of the 1985 Abu Nidal terrorist attacks at the Rome and Vienna International Airports in US litigation against Libya and Syria as the state sponsors of the attacks. He also represents American victim families in an Austrian case to collect from the treasurer/financier of the Abu Nidal Organisation millions of dollars in terrorist assets frozen in Austrian bank accounts. He successfully represented the British insurer Lloyds and acted as settlement agent for the bankruptcy trustee of Pan Am in their business claims against Libya arising from Libya’s involvement in the Pan Am 103 terrorist bombing. Mr. Jenkins has undertaken substantial lobbying campaigns for his clients in connection with, and assisted with the drafting of language included in, the Justice for Victims of State Sponsored Terrorism Act and the Libya Claims Resolution Act. Before entering private law practice, Mr. Jenkins saw active duty in the US Air Force, as a JAG, starting in the rank of First Lieutenant and rising to Captain. He completed his entire tour of duty at RAF Lakenheath, a very active F-15 fighter base in East Anglia, England. He acted as prosecutor in numerous courts-martial, and periodically advised Squadron and Wing commanders on matters of public international law, including the Geneva and Hague Conventions, the US-UK Status of Forces Agreement and the Strategic Arms Reduction Treaties. In the civil arena, he acted for the largest US Air Force procurement function in the UK, and handled a range of cross-border contract, employment, environmental, labour and tort matters. Mr. Jenkins also worked with Monitor Company, the prestigious Harvard-based international strategy consultancy. From their London offices, he was deployed on a number of board-level engagements with major multinationals. His major achievements at Monitor include designing a new tax-efficient product for the largest roadside assistance company in the UK, and securing the permission of the European Commission’s Merger Task Force to the acquisition by Heineken of Diageo PLC’s Spanish subsidiary and operations. He continues to enjoy business strategy and is able to contribute a sharp business mind to many of his client engagements. In his free time, Mr. Jenkins lectures, speaks at conferences, attempts to keep up with his beautiful 6-year old daughter India Caroline, and is a student of the Tango.Marcus Killick LLb, Mphil, FSI, is Chairman and Commissioner of the Gibraltar Financial Services Commission. Marcus is an English barrister by training and is also a member of the New York State Bar. Anthony Molloy Q.C., was admitted as a barrister in 1967 and appointed Queen’s Counsel in 1984. He specialises in trust, partnership, religious, sporting and fiduciary issues, as well as in biotechnology and clinical trials. Anthony has published more than 50 papers on trusts, taxation, intellectual property, ethics and company law. His published books include Molloy on Tax Planning (1970), Molloy on Property Speculation Tax (1973), Molloy on Income Tax (1976), Principles of the Law of Partnership (1996) and Thirty Pieces of Silver: An Exploration of Legal Ethics (1998). He is a regular speaker at international conferences on tax and trusts issues. He is also a former part-time law lecturer at Auckland University. In 2005, Tony gave an invited series of lectures at Cambridge University Law School on the tax-crime-ethics interface. Recent international speaking engagements include the keynote address at the World Tax Conference in Sydney, and the October 2006 STEP Trusts in Asia Conference in Hong Kong. He is on the Editorial Board of Oxford University Press’ Trusts and Trustees. His paper on Trustee Discretions is about to be published in that Journal. Anthony’s current or recent workload includes a major case on tracing, reviving subrogation, and abuse of fiduciary relationship of confidence; judicial review proceedings against the Prime Minister and the governing party in the New Zealand Parliament, re unauthorised use of Parliamentary funds; advice on information disclosure to the trustees of a trust holding a controlling parcel in a multi-billion dollar listed company; advice to an international company on judicial review of the actions of a New Zealand State-Owned Enterprise; Probate in Solemn Form proceeding based on undue influence; and the tax structuring of multi-million dollar offshore construction projects for a major European corporation. He is on the Board of a specialist fibre-optic data company which he helped to found, and recently retired from the board of a biotech company that he had also helped to found, and which now has drugs in advanced clinical trials. Anthony is also a winemaker for St Nesbit vineyard, which he established with his wife, Petra, in 1980, and has won the Trophy for the top red wine of New Zealand, and numerous gold medal awards. Joseph A. Morris is a partner in the law firm of Morris & De La Rosa, with offices in Chicago and London. Mr. Morris is resident at the Chicago office. The firm was founded in 1989. He maintains an active practice conducting trials and appeals, particularly in the areas of constitutional, business, labour, and international law. He is a member of the Bars of the Supreme Court of the United States, the Supreme Court of Illinois, and of several other courts. Born on October 24, 1951, in Gary Indiana, Mr. Morris is an alumnus of the College and the Law School of The University of Chicago. He is married to Kathleen Morris and resides in Chicago, Illinois. John Nugent was originally with the Inland Revenue before moving to work for a chartered accountancy practice, subsequently specialising in international tax matters with a major multi national chartered accountancy firm. He moved to the Isle of Man in 1989 to set up a tax department for that firm, following which he was approached to become a partner in, and head up, the tax department for PKF in the Isle of Man. John is a founder member, Council member and current International Committee and Professional Standards Committee member for STEP and lectures regularly on international and offshore tax planning. He specialises in the provision of offshore tax planning advice to wealthy individuals, their family trusts and corporate groups. His advice encompasses the mitigation of estate, capital and income taxes and the improvement of existing trust and corporate arrangements. He is also regularly approached by individual clients or offshore service providers to assist with the resolution of situations where the tax authorities are investigating offshore arrangements, either because they believe they are technically flawed, because their viability has been overtaken by new developments or because it is suggested that they represent tax evasion.Peter J. O’Dwyer is a business and financial consultant, with a number of interests. He primarily specialises in providing bespoke advice to cross-frontier businesses, in particular to those involved in international investment funds, holding company structures and structured finance and to Governments and regulatory authorities. He is Managing Director and proprietor of Hainault Capital Limited, based in Ireland. He is a non-executive director of several private and public companies, including investment companies, mutual funds, energy, property and hedge funds domiciled in Ireland and the Cayman Islands for amongst others; HBOS, Barclays Capital, Citigroup and BNP Paribas. He is a former director of a Shariah hedge fund and has lectured widely on the subject of Shariah investment funds. He is chairman of the audit committee of Prudential International Insurance PLC and also chairman of the audit committee of PI Investment Management, the international investment management arm of Perpetual Limited of Australia. He is a member of the audit committee and a director of EAG Limited, the AIM listed international technology company. Until 2004, he was responsible as CEO for the international investment banking, treasury, administration and investment funds businesses of the South African owned Gensec Group in Europe, which had a balance sheet value of USD3.5 billion. Prior to joining Gensec, Peter was a director in the financial services practice of PricewaterhouseCoopers in Dublin and before that a founding executive director of KPMG Financial Services. He has significant international financial services experience and has worked in the areas of cross-frontier structuring, taxation and corporate finance in Ireland, Germany and the City of London. Peter has also advised and is currently advising regulatory authorities and governments in a number of offshore jurisdictions. He is a graduate in Economics and Business Studies at Trinity College Dublin, a fellow of the Institute of Chartered Accountants in Ireland and a member of the Institute of Directors. Peter is a frequent speaker and lecturer at international conferences and workshops in Europe, North America and the Middle East and has written widely on international structuring for financial services groups, multi national corporations and mutual fund complexes. He is current Chairman of the Ireland South Africa Business Association, a former council member of the German-Irish Chamber of Industry and Commerce and a former chairman of the London Irish Society. He has recently been extensively involved in co-founding the new representative, lobbying and educational group, The Investment Directors’ Forum of which he is Vice-chairman and Secretary. He is married with one child aged twelve, two dogs and a cat and in his limited spare time still manages to play competitive tennis for Carrickmines IVs, who in 2008 reached the finals of Class 7 of the Dublin League! Andrew F. Quinlan is the President and co-founder of the Center for Freedom and Prosperity and the Center for Freedom and Prosperity Foundation (www.freedomandprosperity.org). CF&P is the leading voice in the international fight for tax competition, financial privacy, and fiscal sovereignty. In just eight-years of existence, CF&P has dramatically altered how policy makers view tax competition between nations. Prior to the CF&P's involvement, tax competition was viewed as "harmful." Many policy makers now understand that tax competition is a liberalizing force in the world economy. Mr. Quinlan has briefed more than 500 Capitol Hill offices on the benefits of tax competition and has educated key Bush Administration staff from the White House and several cabinet level departments. More than 120 members of Congress have sent letters to the Bush Administration in support of jurisdictional tax competition. Mr. Quinlan has travelled and lectured on tax competition and information exchange all over the world including London, Paris, Brussels, Berlin, Hong Kong, Singapore, Ottawa, Panama City, Hamilton, Bridge Town, Sydney, Melbourne, Wellington, New York and Miami. The efforts of Mr. Quinlan and CF&P have been profiled in several international publications including The Wall Street Journal, The New York Times, Time, U.S. News and World Report, Money, The Financial Times and the National Journal. Mr. Quinlan publishes an e-mail newsletter that is read all over the world and he is quoted often in major newspapers and has appeared on several television and radio shows. Mr. Quinlan served as a Senior Economic Analyst for the Republican National Committee before working for more than seven years as a top staff member for New Jersey Congressman Jim Saxton -- the last four years as senior advisor to the Joint Economic Committee.Markus H. Wanger was born in 1955, followed legal studies at the University of Innsbruck, and obtained Dr. iuris in 1981. He is the founder and senior partner of Wanger Advokatur and Managing Director of the Trust Company Industrie & Finanzkontor, both in Vaduz and Liechtenstein. He is also a Fellow of the Chartered Institute of Arbitrators, London and Court Judge of Arbitrations for Sports, Lausanne. The Former President of the Liechtenstein Association of Trustees, he is a member of the Board of Examination for lawyers, Vaduz, and lectured Liechtenstein Company law at HTW Chur, Hochschule fur Technik und Wirtschaft. He is an author of various publications on Liechtenstein Law. Shân Warnock-Smith Q.C. is an adviser and a litigator in the whole range of trust and estates matters. She is ranked in the top bracket of leading Silks in private client work and charities and practises extensively both in England and in the other trust jurisdictions. She has a particular interest in wealth structuring for international families from both the advisory and litigation standpoints. Shân is at the forefront of developments in the private client field. In England she appeared in Re Yorke, the test case on estates of Lloyd’s Names (and is the author of the subsequent Practice Direction permitting paper applications to the court in such cases) and in Midland Bank v Wyatt, the first English case on sham trusts. In the Cayman Islands she recently appeared in A v Rothschilds which established the availability of the Hastings-Bass jurisdiction there and in cases concerning the nature of the power to appoint a protector and the validity of a “no contest” provision in a trust. She has also appeared in numerous important and sensitive unreported cases dealing with variations of trust, construction questions, rectification proceedings and applications for directions by trustees, particularly those concerning the sale of underlying family companies. She sits on the editorial board of the STEP-sponsored Wills and Trusts Law Reports and is a regular speaker at professional conferences both in England and abroad, including the USA, Australia and New Zealand. Shân is also an accredited mediator and is a specialist in the mediation of trust and probate disputes. Richard I.R.Winter Q.C. graduated as Gold Medalist in Commerce and Finance from the University of Toronto (Victoria College) in 1961. He also graduated with honours from the University of Toronto Law School with a J.D. in 1964. He was called to the Bar of Ontario with Honours in 1966 and was appointed Queen's Counsel in 1984. He received his Masters of Business Administration and was on the Dean's Honour List at York University in 1967. He lectured in Commercial Law as a special lecturer in the Department of Political Economy at the University of Toronto for 17 years. He is a member of the Canadian Tax Foundation and is the Arthur Child Senior Fellow at Massey College in the University of Toronto. Richard is a founding partner of Beard Winter LLP a Toronto based full service law firm of some 50 lawyers. He practises corporate and estate law with an emphasis on tax. His practice involves succession planning involving domestic and international wills, trusts and estates. He is a member of STEP (Society of Trust and Estate Practitioners). Richard is a director and advisor on the board of several Canadian companies, including subsidiaries of international, publicly listed companies. |
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