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David Wallace Wilson: 20th Introduction to Trusts in Geneva

02 December 2014

Private Clients and Estates partner David Wallace Wilson, TEP, MCJ (NYU), was a speaker at the 20th annual Introduction to Trusts course  organised by STEP Geneva in Geneva.

David first spoke on Trusts and Investments: trustee's duty of care, monitoring investments, delegating investment powers and the modern portfolio theory.

David also spoke on Trusts and Civil Law: the influence of Swiss matrimonial law, the interaction with succession laws, and creditor's rights esp. in the case of insolvency by settlor, trustee or beneficiary.

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