On the 1^st and 4^th October 2021, Dr Priscilla Mifsud Parker will be presenting a lecture at the Malta Stock Exchange Institute “Understanding Trusts”.

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 the legal and tax ramifications of 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 to The setting up of trusts have control of the trust assets.

Topics covered

Probate and charitable giving	Types of trusts	Imposition of conditions on the distribution of assetsfollowing the settlor’s death
Wealth legacy planning	Express trusts and implied trusts	Protection of assets from claims and creditors
Maltese trust tax treatment	Constructive trusts	Drafting of trust deed
The trustee, settlor, protector and beneficiary	The Maltese regulatory environment for trusts	Malta Trusts and Trustees Act
The trust deed	The minimization of estate taxes	The preservation of assets until minors reach majority age
Types of trusts	Practical issues of trust creation

Dr Priscilla Mifsud Parker

Dr Mifsud Parker is a private client lawyer heading Chetcuti Cauchi Advocates Families and Wealth practice group. In this capacity, she 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’s background and experience in corporate, trusts and tax law enable her to assist clients in overcoming their challenges when structuring their wealth. 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 law and tax advice 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