The Malta Stock Exchange Institute is pleased to announce a two-day online course, "Understanding Trusts," led by Dr. Priscilla Mifsud Parker on November 19th and 20th, 2024. This intermediate-level course will offer participants an in-depth exploration of trusts, an essential legal structure for asset management and wealth preservation.
About the Course
In "Understanding Trusts," Dr. Mifsud Parker will guide participants through the fundamentals of trusts, explaining the legal frameworks and tax implications involved. The course covers trust deeds, trustee powers, and the significance of independent trustees to prevent potential conflicts of interest. Attendees will also learn about the motivations for establishing trusts, such as asset protection, estate planning, and legacy management.
Key Topics
- Setting Up and Structuring Trusts
- Trusts in Probate and Charitable Giving
- Wealth Legacy and Succession Planning
- Tax Implications of Maltese Trusts
- Roles of the Trustee, Settlor, Protector, and Beneficiary
- The Trust Deed: Drafting Essentials
- Types of Trusts: Express, Implied, and Constructive Trusts
- Regulatory Environment for Trusts in Malta
- Minimizing Estate Taxes
- Practical Aspects of Trust Creation and Deed Drafting
- Conditions for Asset Distribution
- Asset Protection from Claims and Creditors
- The Malta Trusts and Trustees Act
- Safeguarding Assets for Minors
Who Should Attend
This course is suited for those with a foundational knowledge of financial concepts, including professionals such as students, compliance officers, directors, lawyers, accountants, and anyone with an interest in trust management and estate planning.
Course Details
Date & Time: November 19-20, 2024 | 09:30
Venue: Online
Level: Intermediate
About Dr. Priscilla Mifsud Parker
Dr. Priscilla Mifsud Parker is a leading expert in trusts and wealth structuring. As head of the Families and Wealth practice at Chetcuti Cauchi Advocates, Dr. Mifsud Parker brings her extensive expertise in creating personalized solutions for asset optimization and protection. She also directs the firm’s Corporate and Trust Services, guiding clients on business structuring, acquisitions, and ongoing corporate governance. Dr. Mifsud Parker holds degrees in Law, Theology, Trusts Law, and Financial Services from the University of Malta.
About the Malta Stock Exchange Institute
The Malta Stock Exchange Institute is dedicated to advancing financial education in Malta. Building on 25 years of expertise, the Institute offers over 35 courses annually on topics such as risk management, compliance, trusts, hedge funds, and corporate governance, supporting participants across all levels of financial literacy.
Registration
Secure your spot by emailing msei@borzamalta.com.mt.
Full course document here.
