STEP NY | April 19| Luncheon Meeting

Wednesday, April 19, 2023 - Wednesday, April 19, 2023

A Conversation on Cayman PTCs for HNW Families in Tandem with their US Estate Planning

A Conversation on Cayman PTCs for HNW Families in Tandem with their US Estate Planning

12-1 pm

Bessemer Trust Headquarters Welcome Lounge
1271 Avenue of the Americas
Enter on 51st Street and 6th Avenue
New York, NY 10020

SPEAKERS:

Timothy Carrol

Tim joined JTC in 2021 as Head of Trust and Fiduciary of the Americas Private Client Services division. JTC has expanded its US trust administration offering to Delaware through the acquisition of New York Private Trust Company, in addition to having a well-established South Dakota office. In his role, Tim will continue to expand JTC’s US state jurisdictions and broaden the range of services offered.

Tim has over 30 years’ experience in the fiduciary sector. Before joining JTC he was President/Chief Executive Officer at New York Private Trust Company. During his time at this firm, he helped to nurture and grow the business.

From 2013-2014, he worked for UBS Trust Company, Delaware, as Chief Trust Officer. Tim oversaw the fiduciary and new business responsibility for the company and successfully transformed the new business process to satisfy internal audit and regulatory review.

Tim has also advised advanced estate planning techniques to ultra-high net worth individuals. His experience includes grantor asset protection strategies, sale to intentionally defective trusts and post mortem death planning, as well as asset allocation based on risk and required rates of return to achieve financial goals.

Anthony Partridge, Partner at Ogier. With over 15 years’ experience in the offshore market, Anthony is one of the preeminent private client practitioners in Cayman and is ranked by Chambers and Partners and recognized as a leading individual by the Legal 500. He regularly works on the most complex and high value trust matters in the Cayman Islands. Anthony advises trustees, settlors, beneficiaries, protectors, enforcers and family offices on all aspects of non-contentious and semi-contentious trust law including complex trust structures for estate planning and asset protection purposes, the use of STAR trusts in investment fund structures, establishment of private trust companies (PTCs), Cayman foundation companies and ongoing regulatory compliance. Anthony also advises executors, beneficiaries and onshore counsel in relation to applications for grants of probate and letters of administration in deceased estates before the Grand Court of the Cayman Islands and resealing foreign grants, as well as drafting wills specifically tailored for assets located in the Cayman Islands such as shares in Cayman Islands companies.