Trusts vs Forced Heirship Provisions

- Οργάνωση/ Διοίκηση/ Ηγεσία - Νομοθεσία, Νομική & Δικηγόροι

06 Φεβ 2025 09:00 06 Φεβ 2025 11:15
Αγγλικά
2.00 ώρες ( 1 ημέρα )
Trusts vs Forced Heirship Provisions

ΠΕΡΙΓΡΑΦΗ

Being a jurisdiction that historically relies on strong family bonds and protecting the preservation of family assets within the circle of close relatives, Cyprus law imposes considerable restrictions on the testator’s freedom as to whom to dispose their estate to on death. Immediate family members (eg, a spouse, children, grandchildren and parents of the deceased) are protected as they are entitled by law to a substantial part of the deceased’s estate under the regime of forced heirship.

At the same time inter vivos trusts may have been set up by the testator prior to his death or testamentary trusts under a will of the deceased. If the trust is not in line with the forced heirship provisions this will give rise to the need to have a strict interpretation of the law and the provisions of the trust.

Different considerations are applied for an inter vivos trust compared to a testamentary trust. Also, the domicile of the testator must be considered and differentiate between movable and immovable assets.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

By the end of the programme, participants will be able to:

  • Understand what forced heirship is
  • Know how forced heirship is applied
  • Understand the principle of domicile
  • Apply the relevant provisions of the Cyprus law
  • Understand how a trust can be affected by forced heirship claims.
  • Comprehend the EU regulations and enforcement of judgements.

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

The programme is ideal for:

  • Professionals dealing with trusts and estate succession planning
  • Lawyers, accountants, auditors and bank officers
  • Officers of family offices
  • Welfare and equality Officers
  • Business Executives

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Training Outline 

  • The Cyprus law on Wills and Succession Law, Cap 195 and The Administration of Estates Law, Cap 189.
  • Main provisions of forced heirship
  • Complexities and risks to consider in setting up and administering a trust which may be subject to forced heirship claims
  • How to avoid forced heirship restrictions


Training Style 

This course offers an in-depth exploration of real estate agreements, covering sale, lease, and other contracts with critical legal insights. Learn best practices for drafting and negotiating agreements, conducting due diligence, and managing risks. Practical discussions provide perspectives for buyers, sellers, lessors, and lessees, ensuring a great understanding of property transactions.

 

CPD Recognition 

This programme may be approved for up to 2 CPD units in Law. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.

Πληροφορίες Εκπαιδευτή
Στέλλα Καμμίτση - Owner and Manager of Raza Corporate Services Ltd
Stella Kammitsi is a qualified lawyer and member of the Cyprus Bar Association since 1992. She runs her own law firm and her fiduciary service provider company, Raza Corporate Services Ltd. Her main areas of expertise are Corporate, Banking, Trust and Estate Succession Planning and Commercial Law. She obtained her law degree from the University of Leicester, UK and her LLM in International Banking Law from Boston University, USA.  She is member to the boards of various companies and asso...
Αναλυτικό Κόστος Σεμιναρίου
  • € 100.00
  • € 0.00
  • € 19.00
  • € 100.00
  • € 119.00
ΠΡΟΓΡΑΜΜΑ ΣΕΜΙΝΑΡΙΟΥ

Πέμπτη - 06 Φεβ 2025

Ώρα

09:00 - 11:15

ΕΚΠΑΙΔΕΥΤΗΣ:

Στέλλα Καμμίτση

Τοποθεσία:

OnLine Virtual Classroom

Εκδήλωση Ενδιαφέροντος : Trusts vs Forced Heirship Provisions

Σεμινάρια στην ίδια κατηγορία από τον ίδιο διοργανωτή
CySEC Certification Examination Preparation Course (Advanced, Basic)...

With a proven track record, the highly successful EIMF CySEC examination preparation course offers an in-depth coverage of all the required material, preparing ...

13/01/2025 16:00

32.00 ώρες (9 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

AGRC Certificate in Compliance...

Faced with increasingly regulated environment, this programme offers insight into good compliance practices and the skills to lead effective compliance programm...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 10 CPD Bundle 8...

The course includes: Market Abuse Regulation Overview Best Execution Overview Ethics, Integrity and Fairness in Financial Services Digital Operation...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 20 CPD Bundle 8...

The course includes: Advanced Anti-Money Laundering for Financial Institutions Know your Client (KYC) and Customer Due Diligence (CDD) ICAAP – Interna...

31/01/2025 17:24

Αγγλικά

eLearning

Anti-Bribery and Anti-Corruption...

Description This course offers a comprehensive review to bribery and corruption, and the effects of both. It addresses the forms of bribery, provides statist...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 10 CPD Bundle 2...

The course includes: Anti-Money Laundering and Terrorism Financing Fundamentals Fundamentals of Risk Management Market Abuse Regulation Ove...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 10 CPD Bundle 1...

The CPD bundle includes the following modules – Cybersecurity Awareness, Digital Operational Resilience Act (DORA), and Fundamentals of Environmental, Social & ...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 15 CPD Bundle 5...

The course includes: Corporate Governance for Financial Institutions International Economic Sanctions Fundamentals of Environmental, Social & Governan...

31/01/2025 17:24

Αγγλικά

eLearning

Conduct Rules for All Staff...

This module provides an overview of the individual Conduct Rules introduced by the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PR...

31/01/2025 17:24

Αγγλικά

eLearning

Fundamentals of Risk Management...

Description This course offers a condensed review of risk management, with a specific focus on operational, credit and market risks. The course also covers r...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 15 CPD Bundle 7...

The course includes: Governance, Risk Management and Compliance ICAAP – Internal Capital Adequacy Assessment Process Digital Operational Resilience Ac...

31/01/2025 17:24

Αγγλικά

eLearning

Equity, Diversity and Inclusion...

Our Equity, Diversity and Inclusion training incorporates real life experiences, provides a background to relevant workplace legislation, and information on the...

31/01/2025 17:24

Αγγλικά

eLearning

Fundamentals of Environmental, Social & Governance (ESG) Reporting & C...

Generally speaking, sustainable finance can be defined as the process of considering Environmental, Social and Governance (ESG) factors when making investment d...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 10 CPD Bundle 5...

The course includes: AML Suspicious Activity Reports and Suspicious Transaction Reports (SAR/STRs) Market Abuse Regulation Overview Best Execution Ove...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 10 CPD Bundle 6...

The course includes: Financial Regulation: The International Regulatory Environment Governance, Risk Management and Compliance Digital Operational Res...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 20 CPD Bundle 2...

The course includes: Advanced Anti-Money Laundering for Financial Institutions International Economic Sanctions Sustainable Finance Disclosure Regulat...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 10 CPD Bundle 7...

The course includes: International Economic Sanctions Know your Client (KYC) and Customer Due Diligence (CDD) Training Duration ...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 15 CPD Bundle 8...

The course includes: Advanced Anti-Money Laundering for Financial Institutions International Economic Sanctions Product Governance, Suitability and Ap...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 15 CPD Bundle 3...

The course includes: Market Abuse and Regulation Treating Customers Fairly and Handling Complaints in the Financial Services Sector ...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 20 CPD Bundle 1...

The course includes: Risk Based Approach (RBA) to Anti Money Laundering AML Suspicious Activity Reports and Suspicious Transaction Reports (SAR/STRs) ...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 10 CPD Bundle 4...

The course includes: European Market Infrastructure Regulation (EMIR) Overview Practical Aspects of the Compliance Function Ethics and Compliance ...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 15 CPD Bundle 4...

The course includes: Fundamentals of Environmental, Social & Governance (ESG) Reporting & Compliance Financial Crime Risk Management Digital Operation...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 20 CPD Bundle 7...

The course includes: Governance, Risk Management and Compliance Fundamentals of Environmental, Social & Governance (ESG) Reporting & Compliance Ethics...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 20 CPD Bundle 3...

The course includes: ICAAP – Internal Capital Adequacy Assessment Process Fundamentals of Environmental, Social & Governance (ESG) Reporting & Complianc...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 10 CPD Bundle 3...

The course includes: ICAAP – Internal Capital Adequacy Assessment Process Financial Crime Risk Management Ethics and Compliance ...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 20 CPD Bundle 5...

The course includes: The Fund Industry: Latest Regulatory Framework Know your Client (KYC) and Customer Due Diligence (CDD) Risk Based Approach (RBA) ...

31/01/2025 17:24

Αγγλικά

eLearning

SRA Standards and Regulations...

The Solicitors Regulation Authority (SRA) Standards and Regulations 2019 are the framework for the regulation of solicitors and law firms in England and Wales. ...

31/01/2025 17:24

2.00 ώρες (1 ημέρα)

Αγγλικά

eLearning

Anti-Bribery and Corruption...

Anti-bribery and anti-corruption legislation globally has existed for some time, though enforcement is becoming more aggressive. There is heightened regulatory ...

31/01/2025 17:24

Αγγλικά

eLearning

Conflict of Interest (COI)...

Conflict of Interest Course (FCA) This course provides staff with an understanding of Conflict of Interest, the laws and regulations that make it illegal, and t...

31/01/2025 17:24

Αγγλικά

eLearning

Finance for Law Firms...

This course is tailored for law firms and practicing lawyers, providing essential insights and practical knowledge to navigate legal compliance and mitigate ass...

31/01/2025 17:24

2.00 ώρες (1 ημέρα)

Αγγλικά

eLearning

Practical Aspects of the Compliance Function...

Description This course offers a practical review of the compliance function. It addresses the roles, responsibilities and mission of the compliance officer,...

31/01/2025 17:24

Αγγλικά

eLearning

GDPR General Data Protection Regulation Staff Awareness...

Description This course examines GDPR from a Staff Awareness perspective. You will appreciate the need, scope and concepts of GDPR as well as learn about the...

31/01/2025 17:24

Ελληνικά

eLearning

CISI Risk in Financial Services...

Description This course offers a comprehensive global introduction to the major risk areas in financial services. It addresses international issues, reflecti...

31/01/2025 17:24

Αγγλικά

eLearning

Better Decision Making...

In a world where choices abound, making effective decisions is a crucial skill for personal and professional success. This is an intensive 1-hour workshop desig...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 20 CPD Bundle 4...

The course includes: Anti-Bribery and Anti-Corruption Anti-Money Laundering and Terrorism Financing Fundamentals Corporate Governance for Financial In...

31/01/2025 17:24

Αγγλικά

eLearning

Business Ethics...

This course offers a comprehensive review of business ethics and its importance in today's businesses and professionals. The course covers ethical dilemmas and ...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 15 CPD Bundle 2...

The course includes: The Fund Industry: Latest Regulatory Framework Sustainable Finance Disclosure Regulation (SFDR) and other ESG Initiatives ...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 20 CPD Bundle 6...

The course includes: Best Execution Overview AIF – Alternative Investment Funds Understanding Securities Financing Transaction Regulation – SFTR Fin...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 15 CPD Bundle 6...

The course includes: Insider Dealing and Market Manipulation European Market Infrastructure Regulation (EMIR) Overview Treating Customers Fairly and H...

31/01/2025 17:24

Αγγλικά

eLearning

CySEC 15 CPD Bundle 1...

The course includes: MiFID II Overview European Market Infrastructure Regulation (EMIR) Overview Anti-Money Laundering and Terrorism Financing Fundame...

31/01/2025 17:24

Αγγλικά

eLearning

Risk Management for Law Firms...

This short course provides participants with a comprehensive understanding of risk management principles and practices specifically tailored to the legal indust...

31/01/2025 17:24

2.00 ώρες (1 ημέρα)

Αγγλικά

eLearning

Ethics and Compliance...

This course will help you to increase your personal ethics and explore your obligations to act with integrity in all aspects of your work and professional relat...

31/01/2025 17:24

Αγγλικά

eLearning

Corporate and Social Responsibility for Law Firms...

The legal profession is increasingly recognizing its role in addressing social and environmental challenges. This course explores the concept of corporate socia...

31/01/2025 17:24

Αγγλικά

eLearning

Information Security for Law Firms...

This specialized course is tailored for law firms, providing essential knowledge and practical skills to navigate data protection obligations and cybersecurity ...

31/01/2025 17:24

3.00 ώρες (1 ημέρα)

Αγγλικά

eLearning

CySEC Certification Examination Preparation Course (Advanced, Basic)...

With a proven track record, the highly successful EIMF CySEC examination preparation course offers an in-depth coverage of all the required material, preparing ...

03/02/2025 16:30

32.00 ώρες (8 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

Trusts vs Forced Heirship Provisions...

Being a jurisdiction that historically relies on strong family bonds and protecting the preservation of family assets within the circle of close relatives, Cypr...

06/02/2025 09:00

2.00 ώρες (1 ημέρα)

Αγγλικά

Live Online

Εργατικό Δίκαιο – Τερματισμός Απασχόλησης...

Στόχος του προγράμματος είναι η ενημέρωση των συμμετεχόντων για τη νομοθεσία που διέπει τον τερματισμό της απασχόλησης και την πρακτική εφαρμογή της, καθώς και ...

12/02/2025 10:00

6.00 ώρες (2 μέρες)

Ελληνικά

Επιχορηγημένο-ΑνΑΔ

Live Online

Intellectual Property Copyright: The Law and its Enforcement...

Following the entry of Cyprus into the European Union, there was a need to harmonize and modernize the legislation regarding intellectual property rights. Intel...

18/02/2025 09:00

6.00 ώρες (1 ημέρα)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

Company Meetings and Types of Resolutions...

The supervision of administrative services by different supervisory authorities results in, inter alia, the non-uniform application of its provisions on the Com...

18/02/2025 15:00

6.00 ώρες (1 ημέρα)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

US and EU Economic Sanctions Against Russia: Applicable Legal Framewor...

The recent intensification of international economic sanctions imposed against Russia – mainly by the USA, UK and the EU have further complicated, an already co...

19/02/2025 10:00

6.00 ώρες (2 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

Card Fraud Management & Insider Fraud...

The course is designed to equip professionals with the knowledge and skills to effectively manage card fraud. It covers the latest trends, techniques, and techn...

05/03/2025 09:00

6.00 ώρες (2 μέρες)

Αγγλικά

Live Online

DEI for Personal and Professional Impact...

This seminar is designed to introduce professionals to the essential concepts of Diversity, Equity, and Inclusion (DEI) and to empower them to contribute positi...

06/03/2025 09:00

4.00 ώρες (1 ημέρα)

Αγγλικά

Live Online

Building Resilience in the Modern Workplace...

In today’s fast-paced and challenging workplace, developing resilience is key to not only surviving but thriving. This workshop is designed to equip participant...

11/03/2025 09:00

8.00 ώρες (2 μέρες)

Αγγλικά

Live Online

CySEC Certification Examination Preparation Course (Advanced, Basic)...

With a proven track record, the highly successful EIMF CySEC examination preparation course offers an in-depth coverage of all the required material, preparing ...

11/03/2025 16:30

32.00 ώρες (8 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

Lobbying Procedures in Cyprus – Principles and Provisions of Law of 20...

Lobbying is defined as any attempt by individuals or private interest groups to influence the decisions of government.  Lobbying, on behalf of a group or ind...

12/03/2025 09:00

10.00 ώρες (2 μέρες)

Ελληνικά

Επιχορηγημένο-ΑνΑΔ

Live Online

Ορθολογιστική προσέγγιση προνοιών Νομοθεσίας για την Πρόληψη και την Α...

Στο σεμινάριο αναλύονται οι βασικές αρχές του Κώδικα για την Ηθική και Σεξουαλική Παρενόχληση στο χώρο εργασίας (Περί Ίσης Μεταχείρισης Ανδρών και Γυναικών στην...

13/03/2025 09:30

7.00 ώρες (2 μέρες)

Ελληνικά

Επιχορηγημένο-ΑνΑΔ

Live Online

Cyprus Tort Law – The Basics...

What is a Tort?  Torts are a fundamental part of law that we encounter regularly, often without realising it. This programme will provide an essential overview ...

19/03/2025 09:00

6.00 ώρες (2 μέρες)

Αγγλικά

Live Online

The Impact of EU Sanctions on Trust Structures...

How are EU sanctions affecting the professional fiduciary industry? This course is designed to assist professional offering fiduciary services navigate through ...

27/03/2025 10:00

2.00 ώρες (1 ημέρα)

Αγγλικά

Live Online

Mastering AML in Cryptocurrency Compliance...

This programme places a strategic emphasis on Crypto, exploring the unique challenges and opportunities it presents in the AML landscape. Throughout the day, pa...

08/04/2025 09:00

7.00 ώρες (1 ημέρα)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

CySEC Certification Examination Preparation Course (Advanced, Basic)...

With a proven track record, the highly successful EIMF CySEC examination preparation course offers an in-depth coverage of all the required material, preparing ...

09/04/2025 16:30

32.00 ώρες (8 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

Unlocking Trusts: A Deep Dive into Key Concepts, Types, and Practical ...

The programme will traverse the entire spectrum of trust fundamentals and terminology as well as placing a special focus on dissecting the duties, responsibilit...

10/04/2025 09:00

7.00 ώρες (2 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

CySEC Certification Examination Preparation Course (Advanced, Basic)...

With a proven track record, the highly successful EIMF CySEC examination preparation course offers an in-depth coverage of all the required material, preparing ...

05/05/2025 16:30

32.00 ώρες (8 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

CRS & FATCA Compliance & Reporting...

The Common Reporting Standard (CRS) is an effort led by the Organization of Economic Cooperation and Development (OECD) and aims to combat tax evasion by imposi...

13/05/2025 09:00

6.00 ώρες (2 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

CySEC Certification Examination Preparation Course (Advanced, Basic)...

With a proven track record, the highly successful EIMF CySEC examination preparation course offers an in-depth coverage of all the required material, preparing ...

02/06/2025 16:30

32.00 ώρες (8 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

Leadership Skills for Compliance Professionals...

Participants in this course embark on a transformative journey, delving into the multifaceted dimensions of compliance leadership. From understanding the intric...

17/06/2025 09:00

20.00 ώρες (4 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online

The EU Regulatory Disclosure Framework for Managing ESG Risks by Finan...

The EU Supervisory authorities concur that the Environmental, Social and Governance (ESG) risks to financial institutions can be defined as risks that stem from...

18/06/2025 10:00

6.00 ώρες (2 μέρες)

Αγγλικά

Επιχορηγημένο-ΑνΑΔ

Live Online