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STEP Lunchtime Lecture No.02 – Trustees and Control Freaks – Collas Crill.

September 20 at 12:00 pm - 1:00 pm

Lunchtime Lecture No.02

Topic: Trustees and Control Freaks

Speaker: Ben Havard & Greg Haddow

Presentation summary:

‘Trustees and Control Freaks’ – Do you have a client who just won’t ‘let go’ and is constantly worried about your discretionary trustee powers? The International Private Client Trust team at Collas Crill will explore the roll of settlors, protectors and other third parties and will provide examples of how you can give comfort to your clients who are struggling with the loss of control associated with settling assets into a discretionary trust.

Speaker Biographies:

Ben Havard, click here for link to Ben’s Biography
Greg Haddow, click here for link to Greg’s Biography

Please arrive by 11.45am for registration.

A polite reminder that if you are hard of hearing please do sit in the front five rows for the best auditory experience.

Lecture will start 12pm sharp and last for approx. 45 minutes with 10-15 minutes for questions.

FAQs

How can I contact the organiser with any questions?

For booking enquiries or queries, please email stepguernsey@step.org.

What’s the refund policy?

Tickets are transferrable to another STEP member or colleague on the day but they are non-refundable unless there is a waiting list and 48 hours notice is given.

Do I have to bring my printed ticket to the event?

No, we are able to take names at registration so you don’t have to bring your ticket.

Is it ok if the name on my ticket or registration doesn’t match the person who attends?

Yes, tickets are transferrable to a colleague if you find yourself unable to attend.

Organiser

STEP Guernsey
Phone:
266281
Email:
stepguernsey@step.org

Venue

The Dorey Room, St James
St Peter Port
Guernsey, GY1 2NZ
+ Google Map
Phone:
711360
Website:
www.stjames.gg