STEP Bermuda Webinar To Be Held Today

June 10, 2021

STEP Bermuda will be holding a free STEP Talk webinar today [June 10 ] on ‘Practical Strategies for US-Connected Trusts,’ with the presentation to feature Giev Askari, Senior Wealth Planner, HSBC Private Banking.

A spokesperson said, “STEP Bermuda, in association with the Business Bermuda Development Agency [BBDA] and the Bermuda Association of Licensed Trustees [BALT], is delighted to have Giev Askari Senior Wealth Planner, HSBC Private Banking, talk to us about the Practical Strategies for US-Connected Trusts on Thursday, June 10 at 1.00pm.

“The talk is free, yet valuable, and all are welcome to tune in.

“Offshore trusts remain a viable and important planning tool for multinational families with a US financial or family connection. This webinar will focus on strategies that offshore trustees should be considering in order to efficiently administer trusts where either the Settlor is US, one or more current beneficiaries are US persons, or the trust is investing in US situs assets [financial and/or real estate].

“Register in advance here.

“After registering, you will receive a confirmation email containing information about joining the webinar

“There is no limit of attendees to this Zoom presentation. You don’t need to be a STEP member or in Bermuda to tune into the talk and there is no charge to do so. Many thanks to BALT and BBDA for their ongoing supporting in making these talks happen.”

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