For upcoming events concerning trusts and Switzerland, as well as a comprehensive list of past events.
STEP Alpine Conference (featuring David Wallace Wilson)
Trust Accounting and Auditing seminar
Regulatory training for trustees
Modes de transfert suisse du trust fund au cours de l'existence du trust
Trust: update nazionale e internazionale (Rassegna giurisprudenzale by David Wallace Wilson)
Trusts in Swiss divorce and estate litigation by Andrea Dorjee-Good
Strukturierung des Privatvermögens mittels Trusts oder Stiftungen
Trust et son usage en Suisse (with Association des notaires vaudois et EXPERTSuisse)
STEP Italy Conference (featuring David W. Wilson)
Trusts: Quelles précautions prendre?
STEP Alpine Conference (featuring David Wallace Wilson)
Trust in the Alps: Navigating private client developments in Switzerland and Italy
Challenges in a Changing World (including A Grand Tour of Swiss trusts by Guillaume Grisel)
Trust: update nazionale e internazionale (giurisprudenza) (including David Wallace Wilson)
Licensing, Regulation and the Evolution of the Swiss Trust Industry
Structuration du patrimoine privé au moyen d'un trust ou d'une fondation (including David Wallace Wilson)
A review of Swiss cases on trusts (including David Wallace Wilson)
The Swiss Trust endeavour - where to we stand and what next?
Introduction du trust dans le droit suisse: Perspectives en droit civil et fiscal
Des propriétés divisées, spécialement des trusts (soutenance de thèse de William Barbey)
LAFE a acquisto di fondi da parte di trusts
STEP Alpine Conference
Schweizer Trust Recht (by David W. Wilson)
Das Schweizer Trustgesetz im Entwurf - wird das was?
il trust nel diritto svizzero (including David Wallace Wilson)
New Swiss Trust: The Grand Reveal (including Andrea Dorjee-Good and David Wallace Wilson)
Le projet de trust suisse
Transcontinental Trusts Geneva 2021
Projet du droit suisse du Trust (including David Wallace Wilson)
Are trusts and foundations (still) the best structures for asset preservation and succession for the worlds' wealthy? (including David Wallace Wilson)
Swiss CRS/AEOI guidance notes and their impact on trusts
TransContinental Trusts International Forum 2021 (including David Wallace Wilson on Information requests from tax authorities to trustees)
Trust et rapport en droit successoral suisse ... concrètement
Update on Swiss Trust Law
Automatic Exchange of Information in Switzerland: Recent Developments and FAQs by Swiss Trustees (Ksenia Iliyash and Nicholas Pell)
Echange automatique de renseignements en Suisse - Nouveautés et protection individuelle (Ksenia Iliyash)
Trusts: rapports et réductions en droit suisse
35th Transcontinental Trusts Geneva 2020 (including prof. luc Thévenoz on "Are Swiss Trusts a Good Thing or a Distraction?")
Corporate and Individual Trustees in Switzerland (including David Wallace Wilson)
TransContinental Trusts International Forum 2020 (including David Wallace Wilson on Swiss trust regulation)
Trust suisse - enjeux et questions
Trusts in divorce (including David Wallace Wilson)
Il Trust per le famiglie, le diatribe conjugali e per la tutela dei soggetti deboli
Trusts, fondations et philanthropie (including David Wallace Wilson)
Il Trust per le operazioni finanziarie complesse e la governance aziendale
Swiss Developments / Recent Cases on Trusts (by David Wallace Wilson)
Ein Trustrecht für die Schweiz?
STEP Alpine Conference
• Trust Law in Switzerland - Civil Law Jurisdictions (with David Wallace Wilson)
Ordonnance OEFin: Réponses concretes sur l'organisation des gérants et des trustees
Il Trust per la successione e il passaggio generazionale
Trust e Trustee: novita legislative e giurisprudenziali (Paolo Bernasconi)
Trusts and Continental Law: Is this Marriage Possible?
Schulthess Forum Erbrecht 2019
Exchange of Information vs. Privacy Rights (including David Wallace Wilson)
16th Zurich Annual Conference on International Trust and Inheritance Law Practice
Complexités actuelles (by David Wallace Wilson)
Développements réglementaires en matière de trusts (by David Wallace Wilson)
Activités annexes du gérant de fortune (by David Wallace Wilson)
A Matter of Trusts
• Julie Raneda on Swiss arbitration of trusts
Trust and (Swiss) Arbitration: Alternative to trust litigation?
Transcontinental Trusts: International Forum 2019
(including David Wallace Wilson on "Structuring Options")
The Regulation of Trustees in Switzerland
LAFE: giurisprudenza in materia di fondi acquisiti da trusts
Trustees Workshop FinIA/FinSA
Trusts en Suisse: Etat des lieux
Trusts und Lex Koller
STEP Alpine Conference
• Swiss licensing of Trustees (Latest Developments on the Regulatory Front)
• Proposed Swiss trust law (The Great Debate (both with David Wallace Wilson)
Swiss Trustees & FinIA / FinSA
LSerFi-LIsFI - Implicazioni per i Trustees
Trusts and Arbitration
Gratification du bénéficiaire selon la loi du trust et le droit successoral suisse
Trusts in der Schweiz 2018
(including David Wallace Wilson)
OARG Séminaire de formation continue
(including David Wallace Wilson on "Diligence accrue pour structures complexes"
Transcontinental Trusts 2018
(including David Wallace Wilson on "The Interplay between CRS and CDB")
STEP Alpine Conference
• Licensing of asset managers and trustees in Switzerland (with David Wallace Wilson)
• Trusts owning Swiss property
The International Client in the Age of Uncertainty
(including David Wallace Wilson)
AEOI and FATCA for Fiduciaries and Trustees
"Complex Structures under CRS" workshop
(including David Wallace Wilson)
Introduzione al trust
Transcontinental Trusts 2017
(including David Wallace Wilson and Olivia Selvi on "The New Bankers Agreement (CDB16) and CRS in relation to Trusts")
Transcontinental Trusts: International Forum 2017
(including David Wallace Wilson)
(including David Wallace Wilson)
Il trust tra scambio di informazioni e tutela della sfera privata
LSFIN et LEFIN: Quels Impacts en Suisse?
• Natacha Onawelho-Loren: Une opportunité pour les trustees?
Russian Wealth Advisors Forum 2017
(including David Wallace Wilson)
STEP Alpine Conference
(including David Wallace Wilson)
Il riconoscimento dei trust nei paesi di civil law
SATC London Workshop
• Trust in Suisse (David Wallace Wilson)
Technical Event - the Common Reporting Standard: theory and practice
(including Nicholas Pell, Stefano Lembo and David Wilson)
Trustees' Activities: What is the Impact of CRS & FINIA?
Trusts & Reporting: How to Anticipate in 2017?
Trustees' Activities: What is the Impact of CRS & FINIA?
Trusts & Reporting: How to Anticipate in 2017?
STEP Global Congress
(including Warren Whitaker, Dyke Arboneaux and David Wallace Wilson on "Is America the new Switzerland?")
Transcontinental Trusts: International Forum 2016
(including David Wallace Wilson chairing the European session)
Trusts, Fondations et Philanthropie
(including David Wallace Wilson)
A practical guide for independent wealth managers and trustees in the coming environment of financial services in Switzerland
Les matinées du patrimoine
• Problèmes pratiques d'assimilation des trusts anglo-saxons au décès (Denis Piotet)
Swiss Federal Diploma for Experts in Finance and Investments (CIWM)
• David Wallace Wilson on wealth planning and trusts
Trusts and Transparency
Trusts and Transparency
The Trust Re-visited: The Hague Convention 30 Years After
(including David Wallace Wilson)
Introduzione al Trust
Land: An Investment to Trust?
• Acquisition and holding of real estate by trusts - a Swiss perspective
5th Mourant Ozannes' International Trust & Private Client Conference
• Trusts and succession update from the UK, US and Europe (David Wallace Wilson)
Retirement & Estate Planning
(including David Wallace Wilson)
30th Transcontinental Trusts Conference
• Future of the Swiss Wealth Industry (David Wallace Wilson)
2015 STEP Geneva Conference
La Voluntary Disclosure italiana: linee essenziali ed applicazione a trust e fondazioni
Trusts, Stiftungen & Private Banking
Contentious Trusts and Estates: Update from Leading Trust Jurisdictions
(including David Wallace Wilson on Swiss court update)
Introduction to Trusts
(including David Wallace Wilson)
STEP Global Congress
(including Nick Jacob & David Wallace Wilson)
Comment les trusts offshore sont employés pour faire barrage au droit suisse
STEP Geneva Conference
Journée de planification du patrimoine de la famille
Swiss Federal Diploma for Experts in Finance and Investments (CIWM)
(David Wallace Wilson lecturing on wealth planning and trusts)
Contentious Trusts and Estates: Fights and Friction in Global Trusts and Estates
(including David Wallace Wilson on the Giacometti cases)
Annual Forum Trust 2013
(including David Wallace Wilson)
An Introduction to Trusts
Pros and Cons for the Introduction of a Swiss Substantive Trust Law
(hosted by David Wallace Wilson)
2013 STEP Lausanne Conference
(including David Wallace Wilson)
Pros and Cons for the Introduction of a Swiss Substantive Trust Law
(hosted by David Wallace Wilson)
Journée 2013 de droit bancaire
SACTM Alumni Day
(including David Wallace Wilson on Rybolovlev-like cases)
Trusts et gestion des risques
(David Wallace Wilson & Christophe Léchaud)
28th Transcontinental Trusts Conference
Conflicts & litigation in Switzerland (with David Wallace Wilson)
Attacking and defending trusts in divorce (with David Wallace Wilson)
STEP Geneva Conference
Délocalisation / expatriation: les enjeux réels, les contraintes et les choix
(with David Wallace Wilson on relocating to Switzerland)
Trustees: Quels risques et quelles responsabilités aujourd'hui?
(David Wallace Wilson on "Comment contrôler le trustee en cas de misconduct"?)
Trusts: a New ARIF Directive
(with David Wallace Wilson)
Introduction to trusts
Federal Diploma for Expert in Finance and Investments (CIWM)
(David Wallace Wilson lecturing on wealth planning with trusts)
Trusts & Arbitration Moot Case
Trusts, Stiftungen & Private Banking
Journée 2012 de droit bancaire et financier:
Le droit d'information du conjoint et des héritiers en matière de trusts
Treatment of trusts on divorce in Switzerland and international enforcement issues
(David Wallace Wilson as keynote speaker)
The 9th Zurich Annual Conference on International Trust and Inheritance Law Practise
Switzerland and Trusts for Today's Global Families: Is the Massive Opportunity Property Understood?
Trusts offshore
(David Wallace Wilson as guest speaker)
Trusts e immobili in Svizzera: interpretazione ed esperienze in Svizzera
Trusts et gestion des risques
(David Wallace Wilson & Christophe Léchaud)
Le trust comme instrument de planification dans le cadre des relations familiales (by David Wallace Wilson)
Planification patrimoniale pour les époux, partenaires enregistrés et les concubins
Formation FSA
27th Transcontinental Trusts 2012
• Trusts in Switzerland
STEP Geneva Conference
Unit Trust as investment vehicles for private clients : Swiss regulatory framework
Lutte contre le blanchiment d'argent en matière de trusts
(David Wallace Wilson)
STEP Private Client Awards 2012/13
David Wallace Wilson serves as one of the Presiding Judges
Trusts et entraide pénale internationale
Swiss Advanced Certificate in Trust Management
(including David Wallace Wilson as a lecturer)
Introduction to Trusts
Trust and Company Administration
Transparence fiscale: mode d'emploi
• David Wallace Wilson: quelle est la responsabilité des trustees face aux fonds non fiscalisés?
3rd Trust Litigation Symposium
• Blaise Stucki on Conflicts in Succession
SACTM Alumni Day
including: Review of recent case law on trusts and developments in due diligence requirements (Luc Thévenoz and David Wallace Wilson)
Trusts et Gestion des risques
(David Wallace Wilson & Christophe Léchaud)
ASTTI Summer School for Financial Translation
• Trust the White Elephant by David Wallace Wilson
• Mario Clapis, I trust - questi criptici istituti di altri ordinamenti
26th Transcontinental Trusts 2011
• Bernard Vischer and Blaise Stucki on the Implications of Appointing a Swiss Resident Trustee
Journée de droit civil 2011
• Delphine Pannatier Kessler on trust and tracing in Switzerland
Le trust de common law et l'exécution forcée en Suisse
Soutenance de thèse, Aude Peyrot
Trusts and trustees in the transparent world
• Blaise Stucki on Trusts and exchange of information
• Blaise Stucki on Trusts and exchange of information
STEP Geneva Conference: Effective Wealth Planning in and from Switzerland
• Review of recent case law on trusts & estate planning in Switzerland, by David Wallace Wilson
• The Swiss Trust: Myth or Reality?
STEP Swiss European Annual Conference
• David Wallace Wilson on How to use the Trust in a compliant world
Common law trusts: the English perspective and comparison to the Liechtenstein trust
(David Wallace Wilson at a private in-house seminar)
Clients non fiscalisés et échanges d’informations
• David Wallace Wilson on "Trustees : quelle attitude adopter face au statut fiscal des avoirs en trust ?"
Lutte contre le blanchiment d'argent en matière de trusts
(David Wallace Wilson)
Offshore Tax Planning Update 2011
• The New World of Tax Disclosure (David Wallace Wilson)
Quel avenir pour la sphère privée financière?
(including David Wallace Wilson)
Les trusts - un état du droit suisse
(prof. Luc Thévenoz)
I trust - Analisi operativa delle problematiche giuridico - fiscali legate all'uso dei trust in un'ottica cross-border
Introduction to Trusts
The New Lugano Convention:
Key principles on jurisdiction and the recognition and enforcement of foreign judgments
(Toby Graham and prof. Jonathan Harris, joined by David W. Wilson)
Introduction to Trusts
Swiss Advanced Certificate in Trust Management
(including David Wallace Wilson as lecturer)
Private Banking und Trusts
Redomiciliation en Suisse - y compris forfait et fiscalité des trusts
Séminaire privé
(David Wallace Wilson et Julie Wynne)
Fachtagung Compliance Bern
Trusts & Compliance - David Wallace WIlson
Entrusting Switzerland - an Overview of Swiss Trust Cases
(David Wallace Wilson)
The video and slides are now available online
Introduction to Trusts
The 7th Zurich Annual Conference on International Trust and Inheritance Law Practise
Réalités juridique du secret bancaire - Colloque ILCE
• Le trust - Janus de la réglementation bancaire (David Wallace Wilson)
Le trust dans le cadre de l'enquête pénale
Trusts et gestion des risques
(David Wallace Wilson & Christophe Léchaud)
Introduction to Trusts
Swiss Life Academy Session: Trusts & Life Insurance
(David Wallace Wilson)
5. Schweizerischer Erbrechtstag
Trusts und Private Clients - Aktuelle Problemfelder und Rechtsentwicklungen im Steuer-, Aufsichts-, und Zivilrecht
Cross Border Estate Planning for UK & Non UK Domiciliaries
(including David Wallace Wilson)
Planification du patrimoine - Fondations et Trusts
(David Wallace Wilson)
"Le droit de suite et sa reconnaissance en Suisse selon la Convention de La Haye du 1er juillet 1985 relative à la loi applicable au trust et à sa reconnaissance"
Soutenance de Thèse, Delphine Pannatier Kessler
Compliance dans les trusts
(David Wallace Wilson)
Trusts und schweizerisches Recht
Swiss Tax Modules for STEP Professionals (in German)
Introduction to Trusts
Swiss Advanced Certificate in Trust Management
(including David Wallace Wilson as lecturer)
Trusts und Private Banking
The 6th Annual Conference on International Trust and Inheritance Law Practise
• Manuel Liatowitsch
Trusts & Estates Litigation Symposium
• Succession Conflicts Affecting Trusts (Bernard Vischer)
Les Jeudis de l'ISDC:
Aspects de droit comparé des relations fiduciaires
Le trust en opération: ses fondements et son fonctionnement pratique
4. Schweizerisher Erbrechtstag
Transcontinental Trusts 2009
Société Offshore et Trusts
(Christophe Léchaud & David Wallace Wilson)
Disputes Involving Trusts
Trusts in a Time of Turmoil:
• Dealing with Trust Attacks in Switzerland (Blaise Stucki)
Swiss Trustees and Protectors: Strategic Solutions in the Economic Downturn
Komplexer Lebenssachverhalt 2: Unternehmensnachlassplanung
(David Wallace Wilson)
Compliance dans les Trusts
(David Wallace Wilson)
Introduction to Trusts
Swiss Advanced Certificate in Trust Management
(including David Wallace Wilson as lecturer)
Séminaire - Structures Offshores et Trusts
David Wallace Wilson & Peter Burckhardt
Offshore-Strukturen und Trusts Seminar
Peter Burckhardt & David Wallace Wilson
2nd Swiss Trustees & Protectors Conference
Trusts and Estates Litigation
• Claims under the Inheritance Act 1975 Contrasted with Entrenched Heirship Claims (Blaise Stucki)
• Switzerland's Views and Claims Arising from Enforcement in other Jurisdictions (Bernard Vischer)
Fifth Trust Seminar: The Changing Landscape
2nd Swiss Symposium on International Tax Law: Taxation of Trusts in Civil Law Jurisdictions
Introduction to Trusts
5th Annual Conference on International Trust and Inheritance Law Practise
Trust et Immobilier
• Trusts et registre foncier (prof. Bénédict Foëx)
• Trusts, LFAIE (Lex Koller) et fiscalité immobilière (David Wallace Wilson)
• Le point de vue du registre foncier (Eliane Vogler)
Trusts et gestion des risques de blanchiment d'argent
(David Wallace Wilson & Kim Do Duc)
La planification du patrimoine - Journée de Droit Civil en l'honneur du professeur Andreas Bucher (including David Wallace Wilson on holding Swiss real estate in trust)
Trusts, Stiftungen und Private Banking
Trancontinental Trusts
23rd Offshore Tax Planning Conference - in the New Era!
(Patrick Soares, Ian Richards, Giles Clarke, David Wallace Wilson)
Swiss Trustees and Protectors: Rules of the Game in the New Millenium
Domiciles of Choice: UK, Switzerland and Monaco
(William Easun, Justine Markovitz, David Wallace Wilson)
Trust e Fisco in Svizzera: Dalla posizione dell' Amministrazione federale delle contribuzioni alla prassi ticinese e basilese
Journée de droit fiscal 2008
• Trusts: La nouvelle circulaire de la conférence suisse des impôts (Jean-Frédéric Maraia)
Trusts et Droit Suisse
• Les trusts et l'ordre juridique suisse (prof. Luc Thévenoz)
• Trust et droit fiscal (prof. Xavier Oberson)
• Trusts et successions (David Wallace Wilson)
Trust - Einführung und Rechtslage in der Schweiz nach dem Inkrafttreten des Haager Trust-Übereinkommens
22nd Offshore Tax Planning Conference 2008
• Should the UK Non-Doms go to Switzerland? (David Wallace Wilson)
Les matinées du patrimoine
• Le trust - Aspects civils (Denis Piotet)
• Le trust - Aspects fiscaux (Pierre Dériaz)
Swiss Advanced Certificate in Trust Management (Winter course 2008)
(including David Wallace Wilson as lecturer)
Swiss Advanced Certificate in Trust Management (Winter course 2008)
(including David Wallace Wilson as lecturer)
Journée 2007 de droit bancaire et financier
• Les trusts et l'exécution forcée en Suisse (Aude Peyrot & Mark Barmes)
6ème séminaire scientifique - Le trust et le notaire suisse
• A quoi sert le trust? (Nicholas Meyer & Fred Milner)
• Que va changer la Convention de La Haye? Quel rôle pour le notaire suisse en matière de trust? (David Wallace Wilson)
• Trust und Handelsregister (Nicolas Duc)
• Trust, Grundbuch und BewG (Christina Schmid)
Le traitement fiscal du trust selon la Circulaire de la Conférence suisse des impôts (Jean-Blaise Eckert, Hubertus Ludwig, Philipp Betschart, Gian Sandri, Robert Danon)
The 4th Zurich Bi-Annual Conference on International Trusts and Inheritance Law Practice - Asset Protection (Trusts) Revisited
Séminaire - Les Trusts en Suisse dans le contexte de la pratique du droit
• Evolution du trust en Suisse: un aperçu (Richard Pease)
• Intégration de la Convention de La Haye sur les trusts en droit suisse (David Wallace Wilson)
• Le trust confronté à l'ordre juridique suisse (Guy Stanislas)
• La fiscalité (Bernard Lachenal)
• Trusts and Switzerland: International aspects (Richard Pease & David Wallace Wilson)
• Trusts pour les résidents suisses (Guy Stanislas & Bernard Lachenal)
La situation des trustees en droit suisse et la ratification de la Convention de La Haye, bref état des lieux
The Expanding World of Trusts: New Developments, New Opportunities
• Trusts in Switzerland (David Wallace Wilson)
• Innovations in Jersey Trust Law (Martin Pugh)
• Opportunities for Trustees in Switzerland and other Jurisdictions (Daniel Martineau)
Trusts und schweizerisches Recht: Eine Einführung in die Grundlagen des Trusts, das Haager Trust-Übereinkommen und die neuen Art.149a-e IPRG
Survie du trust face au droit successoral continental. Le cas de la Suisse, de la France et du Luxembourg
(Jullien Perrin)
Trust and Private Banking Conference
• Aufsichts- und beratungsrechtliche Aspekte rund um Trusts (Oliver Arter)
• Schweizerische Anwälte und Trusts (Wolfgang Wiegand)
• Banking & Trusts: Confidentiality and Disclosure (Luc Thévenoz)
• Neue Bestimmungen zum Trust im schweizerischen IPR-Gesetz (Ivo Schwander)
• Steuerliche Aspekte der Behandlung von Trusts aus nationaler und internationaler Sicht (Robert Waldburger / Danel Imthurn)
• Trust Litigation from a Swiss Civil Law Perspective (Nedim Peter Vogt)
• Tracing of Assets aus Schweizer Perspektive (Richard Gassmann)
Trusts and Switzerland: A New Era
• Trusts for Switzerland (Luc Thévenoz)
• The Taxation of Trusts in Switzerland (Robert Danon)
• Trust Operations in Switzerland (Tim Urquhart)
• Swiss Banks and Trusts - All You Need to Know (Bernard Lachenal)
• Acting as Trustee (Jon Heaume)
• Arbitration and Mediation (Georg von Segesser)
• Giving to Charity (Peter Max Gutzwiller)
Trust Disputes - Attacking and Defending Trusts and Trustees
Taylor Wessing (Toby Graham & Kate James) & Schellenberg Wittmer (Christian Girod, Paul Gully-Hart & David Wallace Wilson)
Aktuelle Rechtsfragen zu Private Banking und Trusts
• Trusts und internationale Finanzaufsicht (Oliver Arter)
• Treuhand und Trust - Abgrenzungsprobleme oder Culture Clash? (Nedim Peter Vogt)
• Zwangsvollstreckung und Konkurs bei Trusts und Stiftungen - nationale und internationale Aspekte (Paul Oberhammer)
Le Trust en Droit International Privé - Perspectives suisses et étrangères avant la ratification suisse de la Convention de la Haye
Les Droits et Obligations du Banquier de fournir des renseignements au Trustee dans l'application de la Loi fédérale sur le blanchiment d'argent
Régime fiscal et successoral des véhicules offshores
• Aspects civils des véhicules successoraux (Jacques Wittmer & Benoît Chappuis)
• Aspects fiscaux des véhicules successoraux (Robert J.Danon & Stéphane Tanner)
A Trust for Europe
• Switzerland: Towards the Ratification of the Hague Convention on Trusts
• Tax Havens under Attack: The Position in Switzerland and Liechtenstein
Trusts Etrangers et Ordre Juridique Suisse
• Introduction et rappels
• Le trustee et les tiers
• Trust, responsabilité aux dettes et exécution forcée
• Trust et droit suisse des successions
What About Trusts, only for the Non-Swiss?
• The Use of Trusts by Swiss Residents
• The Treatment of Trusts under Swiss Law
International Trust Litigation
• Challenging Trusts: Strategy and Tactics
• Starting Effective Trust Litigation
• Recognition of Trusts and Constructive Trusts
(Jacques Wittmer, Bernard Vischer, Gabrielle Kaufmann-Kohler)
Trusts in Switzerland
• Trusts and Swiss Banks
• Bankruptcy of trustee and seizure of trust assets by creditors
Pratiques Bancaires du Trust et de la Fiducie en Europe
• La pratique de la fiducie et du trust en Suisse (Jacques Rossi)