AAnn IInntteerrnnaattiioonnaall FFooccuuss oonn tthhee LLaatteesstt SSttrraatteeggiieess ffoorr TTrruussttss ffoorr FFaammiillyy EEssttaattee && WWeeaalltthh PPllaannnniinngg

CCOONNFFEERREENNCCEE HHIIGGHHLLIIGGHHTTSS::

For latest programme please visit:: www.ibc-events.com/trustsjersey

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Tel: +44 (0)20 7017 7790 Fax: +44 (0)20 7017 7824Email: kkmmrreeggiissttrraattiioonn@@iinnffoorrmmaa..ccoomm

� IInnddiivviidduuaall RReessiiddeennccee featuring guidance onHMRC6 & Gracewith JJaammeess KKeesssslleerr QQCC

� TTrruusstteeee RReessiiddeennccee -- TThhee NNeeww RRuulleesswith MMiicchhaallee FFlleesscchh QQCC

� JJeerrsseeyy vvss.. UUKK -- LLiittiiggaattiioonn DDeebbaatteewith SShhâânn WWaarrnnoocckk--SSmmiitthh QQCC and JJoonnaatthhaannSSppeecckk

� TTaaxx SSyysstteemmss iinn tthhee CCrroowwnn DDeeppeennddeenncciieess:: WWhhaatt aarree tthhee PPootteennttiiaall CChhaannggeess ffoorr tthheeCChhaannnneell IIssllaannddss??with Richard Hay

FFEEAATTUURREESS JJUURRIISSDDIICCTTIIOONNAALL FFOOCCUUSS SSEESSSSIIOONNSS

TTWWOO WWOORRLLDD--CCLLAASSSS PPAANNEELLSS::

� UUsseess ooff ttrruussttss iinn CCoonnttiinneennttaall EEuurrooppee – Switzerland, France & Italy

� SSttrraatteeggiieess ffoorr RRuussssiiaann cclliieennttss � FFaammiillyy GGoovveerrnnaannccee iinn AAssiiaa

� PPrriivvaattee TTrruusstt CCoommppaanniieess::Ownership, Domicile, Structuring andGovernance

� FFuuttuurree ooff tthhee OOffffsshhoorree IInndduussttrryyThe Great Debate

Media Partners:

YYOOUURR PPAANNEELL OOFF EEXXPPEERRTT SSPPEEAAKKEERRSSIINNCCLLUUDDEESS::

9th March 2010Radisson Blu Waterfront Hotel, Jersey

� Richard Hay, SSTTIIKKEEMMAANN EELLLLIIOOTTTT

� James Kessler QC, XXIIVV OOLLDD SSQQUUAARREE

� Shân Warnock-Smith QC, 55 SSTTOONNEE BBUUIILLDDIINNGGSS

� Michael Flesch QC,GGRRAAYY’’SS IINNNN TTAAXX CCHHAAMMBBEERRSS

� Filippo Noseda, WWIITTHHEERRSS

� Tony Pursall, MMAAPPLLEESS && CCAALLDDEERR

� Arabella Saker,MMAAUURRIICCEE TTUURRNNOORR GGAARRDDNNEERR

� Steven Meiklejohn, OOGGIIEERR

� Jean-Marc Tirard, TTIIRRAARRDD NNAAUUDDIINN

� Jonathan Speck, MMOOUURRAANNTT

� Olga Boltenko, HHOOGGAANN && HHAARRTTSSOONN

� Nick Jacob, LLAAWWRREENNCCEE GGRRAAHHAAMM

� Alan Dart, BBEEDDEELLLL CCRRIISSTTIINN

� Paul Matthams, CCAARREEYY OOLLSSEENN

CCHHAAIIRREEDD BBYY::

� Richard Pease, LLEENNZZ && SSTTAAEEHHEELLIINN

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The Future ofTrusts - Jersey

FFeeaattuurriinngg

33 LLeeaaddiinngg QQCC''ss iinncclluuddiinngg::

JJaammeess KK

eesssslleerr QQCC

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CC

SShhâânn WWaarrnnoocckk--SSmm

iitthh QQCC

Book by 5th February

2010 & Save £50

Dear Offshore Adviser,

Recently, Jersey has received almost overwhelming

praise in a new report from the International Monetary

Fund entitled: ‘The Financial System Stability

Assessment Update’. In light of this, some are even

commenting that the jurisdiction is now safer than

onshore UK.

However, this does not mean that business will get easier

for advisers as there are a number of uncertainties for

the private client sector including:

•• OOEECCDD ppootteennttiiaall rruulleess oonn ttrraannssppaarreennccyy

•• TThhee AAlltteerrnnaattiivvee IInnvveessttmmeenntt FFuunndd MMaannaaggeerr’’ss DDiirreeccttiivvee

•• TThhee EEuurrooppeeaann SSaavviinnggss DDiirreeccttiivvee aanndd iimmppaacctt oonn ttrruussttss

•• IInnccrreeaassiinngg nnuummbbeerr ooff TTaaxx IInnffoorrmmaattiioonn EExxcchhaannggee

AAggrreeeemmeennttss ((TTIIEEAAss))

Hence, IBC Conferences and I have been working closely

to bring you this unique outlook on the current state of

play in the trusts industry.

Special consideration will be given to international clients

from continental Europe and the growing wealth from the

East including HHoonngg KKoonngg,, SSiinnggaappoorree and RRuussssiiaa.

The speakers and I look forward to welcoming you to the

conference in March 2010.

Kind regards,

Richard Pease, Counsel

LLEENNZZ && SSTTAAEEHHEELLIINN

RReeggiisstteerr TTooddaayy:: Tel: +44 (0)20 7017 7790 Fax: +44 (0)20 7017 7824 Email: kkmmrreeggiissttrraattiioonn@@iinnffoorrmmaa..ccoomm For latest programme please visit: wwwwww..iibbcc--eevveennttss..ccoomm//ttrruussttssjjeerrsseeyy

Future of Trusts - Jersey99tthh MMaarrcchh 22001100,, RRaaddiissssoonn BBlluu WWaatteerrffrroonntt HHootteell,, SStt HHeelliieerr,, JJeerrsseeyy

0830 Registration & Coffee

0900 Opening Remarks from the ChairmanRichard PeaseLENZ & STAEHELINRichard Pease is an English solicitor and was Chairman for STEPWorldwide in 2006-2007. Richard is Counsel to the Swiss firm of Lenz &Staehelin where he specialises in international tax and estate planning.

0905 Corporate Tax Review in the CrownDependencies• Is there any obligation to impose a minimum tax

rate?• The subtext: an attack on tax competition?• The rules: law, policy and convention• Options for a new business tax system• Will business migrate?Richard HaySTIKEMAN ELLIOTTRichard Hay is the tax partner of the Private Capital Group in the Londonoffice of Stikeman Elliott, Canadian and international lawyers. The Groupadvises on information exchange and financial regulation matters,including the initiatives pursued by OECD, the EU, the FATF and the IMF,and on international estate planning structures, particularly in LatinAmerica, Canada and the Middle East. Richard is co-chairman of theSTEP International Committee.

0940 Residence for Individuals• HMRC 6• Grace IRC• Gains-Cooper – judicial review• How to remain non-resident?James Kessler QCXIV OLD SQUAREJames Kessler QC is a barrister practising in all areas of tax, but moreparticularly, "private client" work - IHT, CGT, trust tax, offshore tax; alsocharities and Inland Revenue prosecutions in complex tax evasion cases.He has been in practice at the tax bar in England since 1985. He has afondness for trust drafting, having written the leading work on the topicand drafted the STEP standard provisions. His reported cases include R vIRC ex p. Unilever; IRC v Dawson; Wensleydale's Settlement Trustees vIRC; R v Dimsey & Allen and Phizackerley v HMRC. He is a foundermember of the Society of Trust and Estate Practitioners, and a fellow ofthe Chartered Institute of Taxation.

1015 Non Resident Trusts – Avoiding UK TaxResidence• Trustee residence – same test for income tax and CGT• Deemed UK residence if branch, agency or permanent

establishment in UK• HMRC Trustee Residence Guidance – unsatisfactory• Different treatment of corporate trustees and individual

trustees – a trap• Avoiding UK tax residence – some practical pointsMichael Flesch QCGRAY’S INN TAX CHAMBERS Michael’s practice covers the whole range of tax and he enjoys bothadvisery work and litigation. In recent years he has been mainly involvedin large corporate transactions but he also has a considerable number ofnon-domiciled clients whom he constantly reminds that "the UK is still atax haven". He has recently appeared in a number of leading tax cases inHong Kong and he also lectures and writes frequently on tax relatedtopics.

1050 Morning Coffee

1105 Private Trust Companies• Which jurisdiction for domicile?• Structuring & tax treatment• Who will own the PTC?• Who will administer the PTC?• Liability for breach of trust and exoneration• Governance Issues• Local regulatory regimeModerator:Richard PeaseLENZ & STAEHELIN

WWaanntt ttoo pprrooffiillee yyoouurr ssoolluuttiioonnss aanndd eexxppeerrttiissee iinn ffrroonntt ooff tthhiiss sseenniioorr--lleevveellddeelleeggaattiioonn ooff ddeecciissiioonn--mmaakkeerrss??

A wide range of sponsorship openings are available, including speakingopportunities, branded networking functions, tailored marketing campaigns,

exhibition areas and product demonstrations.

CCoonnttaacctt DDaavviidd GGoolldd ttoo ddiissccuussss:: +44 (0)20 701 77243 or david.gold@informa.com

"All the speakers were engaging, balancing good contentwith effective presentation"

(W Pearson, RBC)

"Great time keeping and interesting subjects" (H Doull, IFM Trust)

RReeggiisstteerr TTooddaayy:: Tel: +44 (0)20 7017 7790 Fax: +44 (0)20 7017 7824 Email: kkmmrreeggiissttrraattiioonn@@iinnffoorrmmaa..ccoomm For latest programme please visit: wwwwww..iibbcc--eevveennttss..ccoomm//ttrruussttssjjeerrsseeyy

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Panellists:Arabella SakerMAURICE TURNOR GARDNER Arabella Saker is a Partner in Maurice Turnor Gardner LLP. She advises families, trustcompanies and banks from around the world in connection with wealth managementand tax planning, with a particular focus on non-UK domiciled individuals andoffshore holding structures. Arabella also advises on dispute resolution relating totrusts and wills, and is the author of Tolley's Practitioner's Guide to Beneficiaries'Actions.

Tony PursallMAPLES & CALDER He is a contributor to the Cayman Islands section of the World Trust Survey for Trusts& Trustees and to the Cayman Islands section of Planning and Administration ofOffshore and Onshore Trusts and is the author (with James Kessler QC) of DraftingCayman Islands Trusts. He is a member of the STEP International Committee and ofthe City of London branch committee of STEP.

Paul MatthamsCAREY OLSENPaul has over 20 years of experience in the Jersey trust industry, both as a lawyerand as a professional trustee and he is a leading authority on trusts in the Island. Pauljoined Carey Olsen in 1999 and is head of the Fiduciary Law Group in Jersey. Headvises individuals and companies on trusts and pensions issues and is a co-authorwith James Kessler QC of "Drafting Trusts and Will Trusts in the Channel Islands"(Sweet and Maxwell 2007).

1200 Uses of Trusts in Continental Europe • Recognition of trusts in Europe: where are we?• Increased recognition - increased competition? New challenges

ahead for the traditional trust jurisdictions• Increased recognition - increased taxation? A comparison

between the Swiss, French and Italian rulesJean-Marc TirardTIRARD NAUDINJean-Marc Tirard is partner of Tirard Naudin one of France’s leading private clientpractices. He is recognised as an authority in French and international tax and hasextensive experience in tax and estate planning for French and foreign high net worthindividuals. He is the author of the French chapters of International Estate Planning(LexisNexis) and of the International Guide to the Taxation of Trusts (IBFD). He is alsothe coauthor of “Les Trusts Anglo-Saxons et les Pays de Droit Civil”. Jean-MarcTirard is the chairman of STEP France.

Filippo NosedaWITHERS LLP Filippo is a partner in the International Wealth Planning Group in the London office ofWithers LLP, where he heads the continental European practice. A dual qualifiedEnglish solicitor and Swiss lawyer, his practice focuses on the interrelationshipbetween common law and civil law issues. He has successfully lobbied the Swissgovernment in relation to the ratification of the Hague Trust Convention and advisesvarious governments on foundations, trusts, family offices and conflict of laws issues.

1240 Foundations – The Practicalities & Future forthe Structure• Key components • Examples of uses • Practical issues • Migration and merger • TaxSteven MeiklejohnOGIERSteven Meiklejohn is a Partner and head of the Private Client and Trusts Team atOgier. He qualified as an Advocate in 1985 and became a partner at Ogier in 1988.Steve is heavily involved in advising all of the firm’s major trust company clients ontrust and commercial issues as well as on regulatory matters. Steve has expertise inadvising on the establishment and administration of complex structures for high networth clients looking to create comprehensive estate plans for their personal andbusiness assets

1315 Lunch

1430 Litigation – UK vs. Jersey • Role reversal: lawyers working together• The good, the bad and the ugly: merits and demerits of the

jurisdictions• News from the courtsShân Warnock-Smith QC 5 STONE BUILDINGSShân Warnock-Smith Q.C. of 5 Stone Buildings is an adviser and litigator in thewhole range of trust and private client matters both onshore and offshore. She has aparticular interest in wealth structuring for international families. Shân is at theforefront of developments in the trusts and estates field and has appeared fortrustees and beneficiaries in many important and sensitive cases concerning breachof trust, reconstructions and applications for directions by trustees, particularly thoseconcerning the sale of underlying family companies.

Jonathan Speck MOURANTA Jersey advocate, Jonathan specialises in commercial litigation involving inparticular contentious and non-contentious trust litigation, banking law and practiceand all aspects of financial services regulation. He has written about and lecturedwidely on trust litigation and Jersey anti-money laundering legislation. He is amember of the Association of Contentious Trust and Probate Specialists and of theSociety of Trust and Estate Practitioners. Jonathan was called to the English Bar in1990 and, after returning to Jersey, was sworn in as a Jersey advocate in 1994. Legal500 2006 reports, Chambers Global 2006 says, 'Jonathan Speck is "a fantastic teamplayer and with the most exceptional client-facing skills I've ever encountered,"enthused one interviewee.'

1510 The Russian Connection – The Opportunities& Strategies• Current Russian and CIS wealth management issues • International tax structuring for Russian and CIS wealthy

families and successful entrepreneurs • Do you speak "trust"? Russian law and practice • My wealth management tools are working now, but what about

tomorrow? Expected developments in Russian tax lawOlga Boltenko HOGAN & HARTSON Olga Boltenko's practice focuses on United Kingdom, Russian, and international taxmatters. She has substantial experience providing a broad range of tax advice tocompanies on all stages of transactions, beginning with tax planning and structuring,through preventive tax measures via interactive communication with tax authorities,and finally, in the course of possible disputes with the tax authorities.

1545 Coffee

1600 Family Governance in Asia• Family and cultural issues in Asia • What does Asia include? • What are the typical family governance issues that arise? • Fairness within the family • Relevant structuresNick JacobLAWRENCE GRAHAM Nick specialises in family governance, international and domestic taxation, trusts andestate planning. His practice is significantly international, acting on large truststructures for a number of substantial institutions, for wealthy individuals, and fornon-UK domiciliaries on inward investment into the UK. Other specialisations areacting for trustees on UK corporate transactions, in trust situations wherebeneficiaries are divorcing, and complex trust drafting. Particular focus on clientsfrom South East Asia.

1635 The Great Debate: The End of the OffshoreWorld as We Know it• United we stand divided we fall• Low tax is better than no tax• DTAs rather than TIEAs• Winning the PR battleModerator:Richard PeaseLENZ & STAEHELIN

Panellists:Richard HaySTIKEMAN ELLIOTT

Shân Warnock-Smith QC 5 STONE BUILDINGS

Alan DartBEDELL CRISTIN Alan Dart, a partner of the Bedell Group, with more than 20 years experience in theoffshore finance industry, acts extensively in establishing and advising upon Jerseytrusts for high net worth individuals and institutional trustees and works with leadinglaw firms on international estate planning issues. A member of the working partywhich reviewed the Trusts (Jersey) Law, 1984, he is also a member of theFoundations Law working party.

1735 Closing Remarks & Close of Conference

Due to unforeseen circumstances and updated cases going through thecourt the programme may change and IBC reserves the right to alter the

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KW51079th March 2010

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