COURSES / SEMINAR
ZURICH
WEDNESDAY, 26 MARCH 2025 | 09:00 - 17:00
THURSDAY, 27 MARCH 2025 | 09:00 - 17:00

Introduction to Trusts 2025

The course is designed to provide practical instruction for persons working in the banking, financial, trust and fiduciary sectors in Switzerland. It will be of interest to people with relatively little or no experience of trusts, who wish to gain a more comprehensive knowledge of the subject. This is likely to include those who have become involved with trusts in some capacity, perhaps in a trust company, law or accounting firm as a protector, in a family office or as an investment adviser.

The course will be run by experienced STEP members who will concentrate on the practical aspects of trust formation and administration and related estate planning issues. Comprehensive documentation will be supplied and there will be plenty of opportunity for participants to interact with the trainers and each other. The language of the course will be English but questions and answers may also be in German.

Enclosed you will find the detailed programme. 

We are looking forward to welcome you to this interesting course.
STEP Committee

Date
WEDNESDAY, 26 MARCH 2025 | 09:00 - 17:00
THURSDAY, 27 MARCH 2025 | 09:00 - 17:00

Venue
Personalrestaurant Piazza UBS Uetlihof
Uetlibergstrasse 231 / 1st floor / Patino
8045 Zürich
SCHWEIZ
link to venue

Registration by
TUESDAY, 25 MARCH 2025

Fee
RESERVATION

* price per person, if 2 persons of same company register together, for 2 days, incl. lunch and refreshment.

Cancellation
Cancellations must be received within 5 working days of the date of the Seminar and will be subject to an administration charge of CHF 150. After this time no refund will be given. Substitutions may be made at any time. Please note that the participant and his/her company will have joint and several liabilities for payment.

Details and Programme

Certificate
Participants who attend the whole course will receive a certificate of attendance.




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