Posted: 20/04/2012
Collas Crill trust and foundations expert David Dorgan is joining speakers from London, Switzerland, Dublin and Guernsey at the Offshore Investment Conference Jersey 2012 on 3-4 May.
Mr Dorgan, a senior associate at the Channel Island law firm, will compare investment of trust and foundation assets and the risks associated.
He will address an audience of global wealth planning experts at the event chaired by Paul Stibbard, wealth management partner at one of the world's largest law firms, Baker & McKenzie.
Mr Dorgan said: "In the current economic turmoil, trustees and foundation councils have to be more mindful than ever of the manner in which they invest assets. It is essential for trustees and foundation councils to understand their investment powers, duties and investment policy in order to manage and minimise the potential risk of liability due to investments which may under perform or cause significant losses."
David Dorgan has established himself as one of the leading lawyers in Jersey uniquely combining strengths in fiduciary, corporate and banking and finance work. David is a noted individual in three sections of Legal 500 2012 - banking and finance, corporate and commercial and private clients, trusts and tax.
He has a significant specialism in private and commercial trusts and foundations, focusing on providing technical advice on their establishment and ongoing administration which is tailored for the practical and commercial requirements of clients. He has extensive experience of drafting bespoke and complex trust instruments and foundation regulations for high and ultra high net worth individuals and families, preparing bespoke will trusts and providing documentation for SPV, philanthropy, charitable and non-charitable purposes.
The Offshore Investment Conference Jersey is being held at the Grand Hotel, St Helier, on 3 and 4 May 2012.
Presentations topics include trusts, foundations, trust and funds litigation, multi-jurisdictional planning, cross-border tax planning, charitable structuring, investment funds, fund directors' duties, AIFMD, FATCA, Europe, The Middle East, Latin America, Asia and the UK Bribery Act.