An Introduction to Trusts in Zurich

Two-day training course will be held in person in Zurich on 26-27 March 2025.
The course is designed to provide practical instruction for persons working in the banking, financial, trust and fiduciary sectors in Switzerland. It will be of interest to people with relatively little or no experience of trusts, who wish to gain a more comprehensive knowledge of the subject. This is likely to include those who have become involved with trusts in some capacity, perhaps in a trust company, law or accounting firm or as a protector, in a family office or as an investment adviser. The course will be run by experienced STEP members who will concentrate on the practical aspects of trust formation and administration and related estate planning issues. Comprehensive documentation will be supplied and there will be plenty of opportunity for participants to interact with the trainers and each other. The language of the course will be English but questions and answers may also be in French.

For more information and registration, please click HERE