HYBRID
ZURICH
TUESDAY, 20 MAY 2025 | 12:00 - 14:00

Protectors: Identifying and Addressing Common Issues

SPEAKER
William Burnell, Partner at Mourant Ozannes (Jersey) LLP www.mourant.com 

WELCOME and MODERATOR 
Carlos Maseda, STEP Zurich Committee Member and Partner at Maseda & Co. www.masedaco.com 

TOPIC / Protectors
Identifying and Addressing Common Issues: 

  • The nature of the protector function
  • Protectors' rights and duties
  • Conflicts of interest
  • Practical administration issues
  • Lessons learned from recent caselaw

SPEAKERS CV
WILLIAM BURNELL is a Partner in the International Trusts and Private Client team in Jersey. He advises corporate, charitable and private clients from a range of jurisdictions on the creation, ongoing management and termination of BVI, Cayman and Jersey trusts and other wealth and succession planning vehicles. Will moved to Jersey in June 2016 having previously worked in the BVI and England, where he trained and qualified.

CARLOS MASEDA is the founder and partner at Maseda & Co., a leading firm that specializes in the provision of independent professional protector services for trust and private foundations. As a qualified lawyer and Trust & Estate Practitioner (TEP), Carlos has extensive international experience in the trust industry and private banking.


STEP Office
Corinne Graf
Administration/Events

Date
TUESDAY, 20 MAY 2025 | 12:00 - 14:00

Venue
HOTEL GLOCKENHOF ZÜRICH
Sihlstrasse 31
8022 Zürich
Switzerland
link to venue

Registration by
MONDAY, 19 MAY 2025

CPD
1 hour towards CPD obligation

Fee


Timetable on-site
11.45 – 12.00 / Registration
12.00 – 13.00 / Talk & Questions
13.00 – 14.00 / Lunch & Networking

 

Timetable on-line
11.57 - 12.00 / Registration (Swiss time, GMT+1) 
12.00 - 13.00 / Talk & Questions
Link and Presentation will be provided in advance

Talk will be recorded.

 

Annulation
Booked places can be cancelled up to 24 hours before the event. Only cancellations made in due time will be refunded. Substitutions may be made at any time.

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