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All That Is Not Given Is Lost- Gifts To Trustees And Underlying Companies

Keithley Lake & Associates was once again a part of the annual STEP Caribbean Conference held on 25-27 April, 2016 in Gros Islet, Saint Lucia. This year's Conference hosted by the Saint Lucia branch under the theme "Riding The Curl: Mastering The Waves of Change", accomodated 229 delegates including KLA Partners, Merline M. Barrett, Jean M. Dyer and Managing Partner, Yvette A. Wallace, who was also a Presenter. Yvette delivered a dynamic and thought provoking presentation entitled "All That Is Not Given Is Lost- Gifts To Trustees And Underlying Companies" ("the Paper") which covered the constituion of trusts, conflic of laws, the need for appropriate documentation and issues of capacity, together with a number of other important considerations which may frequently be overlooked. Below is a digest of the Paper which gives a brief synopsis of the main points emanated.