The Testamentary Trust: Design, Accessibility & Compliance  

Course Outline

This session is a unique opportunity for all notaries to familiarise themselves with the Testamentary Trust. It will focus on the following topics:
1.        Choosing the best strategy: trusts inter vivos vs. testamentary trusts

2.        Bequeathing assets to a trust: nominating a Trustee as a universal heir or legatee

3.        How is a beneficiary different to an heir or legatee?

4.        Avoiding possible pitfalls

5.        Drafting options: the use of schedules in wills

6.        The Preservation and Accessibility of  the Testamentary Trust

7.        The Acceptance of testamentary dispositions by the Trustee

8.        Complying with Anti-Money Laundering obligations

9.        Notaries acting as Qualified Persons

10.     The Depositary Notary

Lecturer : Dr. Max Ganado; Managing Partner, GANADO Advocates

Certification

A certificate of attendance will be issued to all participants who attend the session.

Venue, Date & Time

ILS Tuition Centre, 19/12 Vincenti Buildings, Strait Street, Valletta  VLT1432

Friday 4th July, 2014; 1300 – 1600hrs including two coffee breaks (Fully Booked)

Wednesday 9th July, 2014; 1300 – 1600hrs

Participation Fee

€30 (subsidised preferential rate for Notaries); cheques payable to Kunsill Nutarili ta’ Malta and sent to Institute

Registration

If you are interested kindly use our online registration form.

Image: FreeDigitalPhotos.net

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