Online Course: Understanding Trusts - Malta Stock Exchange Institute

Online Course | 17 Oct 2022

pmp undertsanding trusts part2 mse 2022

Dr Priscilla Mifsud Parker will be lecturing the course at the Malta Stock Exchange Institute, “Understanding Trusts”, on the 17th and 18th of October 2022.

Understanding Trusts 

Participants will learn how trusts are a legal relationship created by one party and places assets under the control of another party referred to as the trustee for the benefit of the beneficiary. Participants will learn the intricacies of trusts and their set-up. There will also be discussions related to how to properly create trust deeds and articulate the powers of trustees. Attendees will learn why trusts are formed, such as for the protection of assets or estate planning, and why trustee independence helps avoid any suggestion that the settlor continues the setting up of trusts and have control of the trust assets.

Topics covered

Probate and charitable givingTypes of trusts

Imposition of conditions on the distribution of assets

following the settlor’s death

Wealth legacy planningExpress trusts and implied trustsProtection of assets from claims and creditors
Maltese trustsConstructive trustsDrafting of trust deed
The trustee, settlor, protector and beneficiaryThe Maltese regulatory environment for trustsMalta Trusts and Trustees Act
Types of trustsPractical issues of trust creation 
   

Dr Priscilla Mifsud Parker 

Dr Mifsud Parkerheads Chetcuti Cauchi Advocates Families and Wealth practice group, and in this capacity specialises in trusts and estate planning, wealth and business structuring for high net worth and successful business families. 
In the structuring field her main speciality is tailor-made solutions for the optimisation and protection of high value assets.  Priscilla also heads the Corporate and Trust Services arm of the firm which handles the setup and administration of the corporate structures designed by the law firm for clients. Her practice revolves around assisting clients in business start-up stage or with acquisitions, corporate restructurings, shareholder matters and providing day to-day company lawadvice to companies under the firm’s administration. She received a B.A. in Law and Theology, LL.D. Trusts Law and M.A. in Financial Services from the University of Malta.

The Malta Stock Exchange Institute

The Malta Stock Exchange Institute leverages on the expertise and experience gained throughout the Exchange’s 25 year history and is focused on enhancing financial education in Malta for individual investors as well as industry practitioners.  The Institute will be running over 35 short courses and seminars on several subjects, ranging from introductory courses to more specialised subjects such as risk management, securitisation, trusts, compliance and regulation, hedge fund strategies and corporate governance, to name a few. The courses are offered at the beginner, intermediate and advanced levels, since they are aimed at candidates with different levels of knowledge and financial literacy.

Attendance is by registration please click HERE  to apply 

 


Reference Materials

Contact Us
Please send me legal and other updates
Key Contacts

Dr Priscilla Mifsud Parker

Senior Partner, Corporate, Tax & Immigration

+356 22056122
pmp@ccmalta.com

Related Industry Groups
Related Practice Groups