Using offshore trusts in relation to employee benefit plans

  • 27 Jan 2009
  • 11:00 AM
  • 27 Feb 2009
  • Teleconference

If you need further information please call the IPEBLA office at +1-416-693-7775 or toll free at +1-866-444-3387 (US/Canada only) or email:

Using offshore trusts in relation to employee benefit plans


Date of Live Session: Tuesday 27 January 2009

Replay: Available until Friday 27 February 2009 


Click HERE to register.  


The IPEBLA Teleconference Committee has assembled an expert panel of speakers who will address the topic, "Using offshore trusts in relation to employee benefit plans".

This Teleconference will be conducted in English.


Michael Beatty, Butterfield Corporate Trust, Bermuda
John Lewis, Mourant de Feu & Jenne, Guernsey
Susan Serota, Pillsbury Winthrop Shaw Pittman LLP, USA
Danny Tsang and Ian Fraser, K&L Gates LLP, UK


Jane Marshall, Macfarlanes, UK


This Teleconference considers the role that off-shore trusts can play in relation to employee benefit plans, including pension and share plans.  What motivates the use of offshore trusts, and what sort of vehicles are available?  What are the pros and cons for employees and employers, and what key issues arise? 


Length of teleconference
The teleconference will run for 90 minutes altogether, which will include up to 20 minutes for questions and comments from delegates.

This teleconference will also be available as a recorded replay.  Please see replay schedule below.  The replay will include the presentation and questions and answers but will not include a live opportunity to ask questions.


Click HERE to register.  


Time of Live Session
08.00 USA/Canada: Pacific Time
11.00 USA/Canada: Eastern Standard Time
16.00 UK
17.00 Johannesburg, South Africa / Central Europe


Time of Replay
Up to 27 February 2009 at .00 USA/Canada: Eastern Standard Time


For those not familiar with the format of a teleconference, it is a bit like listening to a radio programme on the topic in question. The expert panel will discuss the chosen topic. Those who have signed up for the teleconference receive details of the dial-in number and PIN code for the teleconference and copies of the slides or other materials to which the speakers will be talking. You will receive an electronic confirmation with dial-in instructions for the call once you have registered.  The confirmation includes the dial-in telephone number, the website address with the PowerPoint presentation and the pass code to enter the site. For those joining the live discussion, you will have the opportunity to ask questions of the speakers.  For those joining the replay, you will hear the replay and the question and answer session.


Click HERE to register.  

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