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Estate Planning Council of CANADA

Estate Planning / Relocating to the Cayman Islands

  • May 29, 2024
  • 1:00 PM - 2:15 PM (EDT)
  • Virtual / Live Online Event / Recording Available

Registration

Register

Do you have clients with property, inheritances, relatives or business in the Caymans? Learn about inheritance tax & planning strategies for residents and non-residents.

This session will cover the following topics: 

  • Why the Cayman Islands?
  • Departure Planning
  • Residency requirements
  • Structuring options 
  • Other factors  

Presenter:

Anthony specialises in all aspects of non-contentious and semi-contentious private trust and estate matters, wealth structuring for high net worth individuals, institutional trustees and family offices together with all related regulatory work and cross-border succession matters. He has particular expertise in the use of Cayman foundation companies and obtaining grants of probate, letters of administration or resealing foreign grants in the Grand Court of the Cayman Islands.

Anthony is the current Chair of the Cayman Islands Branch of the Society of Trust and Estate Practitioners (STEP) and has been a long serving member of Council for many years. He also served as Student Liaison Officer for the jurisdiction. Anthony is a member of the Cayman Islands Legal Practitioners Association (CILPA) and is a notary public in and for the Cayman Islands


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Registration $40

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



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