XI CORSO

“BASIC PRINCIPLES OF ENGLISH LAW 2013”

DALL’8 APRILE 2013 AL 10 GIUGNO 2013

dalle ore 14.00 alle ore 16.00

presso

“Casa della Missione (Collegio Apostolico Leoniano)”

Via Pompeo Magno n. 21 - Roma

Programma delle Lezioni

ANNOMESEDATA LEZIONERELATORE

2013 / APRILE / Lunedì 8
Ore 14.00
/
16.00 / Lezione n. 1 / OPENING LECTURE
- Introduction to the English Legal System: The legal Profession in England and Wales – The new rules on direct access in the Bar / Avv. Giuseppe Calà
2013 / APRILE / Lunedì
15
Ore 14.00
/
16.00 / Lezione n. 2 / PRIMO MODULO
RELATIONSHIP AND PROPERTY IN ENGLAND AND WALES
- The matrimonial Property Regime in England and Wales
- The conflict of Law Position in England and Wales
- The Hague Matrimonial Property Regimes Convention
- The connecting factors
- The other forms of Union: registered Partnership and Registered and unregistered cohabitation
- The Rome IV Regulation / Avv. Giuseppe Calà
2013 / APRILE / Lunedì 22
Ore 14.00
/
16.00 / Lezione n. 3 / SECONDO MODULO
THE TRANSFER OF REAL ESTATE IN ENGLAND AND WALES
- The leasehold enfranchisement
- The extension of the terms of years in a leasehold agreement
- The Tax element for registering a real estate transaction in England and Wales
- The registration of a charge on a real estate in England and Wales / Avv. Andrea Zazzara
2013 / APRILE / Lunedì 29
Ore 14.00
/
16.00 / Lezione n. 4 / TERZO MODULO
INHERITANCE LAW
- How to draft your will in England and Wales
- The grant of probate of a Will and the letter of Administration and the distribution of the Estate
- Inheritance tax; capital gain tax liability of the deceased and of the personal representative and of the beneficiaries. The issue of the domicile and of the residence of the deceased as to the tax regime applicable / Avv. Giuseppe Calà
Avv. Franca Mortati
2013 / MAGGIO / Lunedì
6
Ore 14.00
/
16.00 / Lezione n. 5 / QUARTO MODULO – Parte prima
1)THE TRUST IN ENGLAND AND WALES
- What is a Trust
- The purpose of a Trust
- What is Trust Property
- Who is the Settlor
- The role of the Trustees
- Who is a beneficiary
- The Hague Convention on the law applicable to Trust on their recognition / Avv. Giuseppe Calà
2013 / MAGGIO / Lunedì 13
Ore
14.00
/
16.00 / Lezione n. 6 / QUARTO MODULO – Parte seconda
2) TYPES OF TRUST AND TAX IMPLICATIONS IN ENGLAND AND WALES
a)Bare Trust
b)Interest in possession Trust
c)Discretionary or accumulation Trust
d)Mixed Trust
e)Settlor – interested trust
f)Parental trust for children
g)Man – resident trust
h)Trust for disabled people
i)Charitable Trusts / Avv. Giuseppe Calà
Avv. Fulvia Trincia
2013 / MAGGIO / Lunedì
20
Ore
14.00
/
16.00 / Lezione n. 7 / QUARTO MODULO – Parte terza
3) TRUSTEE TAX OBLIGATIONS
a)Trustee tax responsibilities
-Types of trust and trustee responsibilities
-Trustee obligation for income tax and capital gain tax
-Trustee obligation for inheritance tax
b)Obligation of the Trustee to notify the HMRC of setting up new trust and any change and events
-In case of assets producing income
-In case of bare trust: the beneficiary of the Trust
-In case of the trustee are resident abroad (outside the UK)
c)Non resident Trust
-The meaning of non-resident trust
-The obligation of the trustee of a non-resident trust:
i) On foreign income
ii) Rate of taxes on income and discretionary/accumulation trust: rate of taxes on dividend income from stucks and shares and on non-dividend income
-Rate of taxes for interest in possession trust / Avv. Francesco Catarci
2013 / MAGGIO / Lunedì 27
Ore 14.00
/
16.00 / Lezione n. 8 / QUARTO MODULO – Parte quarta
4) THE TRUST IN SCOTLAND – THE TRUST SCOTLAND ACT 1921 AND 1961
- The Hague Convention
- No dualism of legal and equitable ownership
- No principle of property vested in the trustee as legal owner
- The law of perpetuity in Scotland (sec. 5 Trust Scotland Act 1961
- The beneficiary has no real right on trust property
- The long and short negative prescriptions in Trust law
- The Trust terminology in Scottish law and its difference with the English trust law terminology / Avv. Giuseppe Calà
2013 / GIUGNO / Lunedì
3
Ore 14.00
/
16.00 / Lezione n. 9 / QUARTO MODULO – Parte quinta
5) THE TRUST LAW IN SOME COMMON LAW COUNTRIES :
- Singapore
- Australia
- New Zealand
- Jersey
- Isle of Man
- RE Republic of Ireland
- The Republic of Cyprus / Avv. Giuseppe Calà
2013 / GIUGNO / Lunedì
10
Ore
14.00
/
16.00 / Lezione n.10 / CLOSING LECTURE / Avv. Giuseppe Calà

Al termine del Corso, durante il mese di Luglio 2013, sarà organizzato un Seminario in Roma con la partecipazione dello Studio Legale Inglese “New Court Chambers” e un ulteriore Seminario in Londra con partecipazione ad una udienza davanti all’Alta Corte di Giustizia in Londra e visita guidata della Città Giudiziaria. Verranno richiesti n. 20 crediti formativi per il Corso.

DOCENTI

Avv. Giuseppe Calà – Barrister at law in England and Wales – Direttore del CorsoAvv. Fulvia Trincia

Avv. Francesco CatarciAvv. Andrea Zazzara - Solicitor in England and Wales

Avv. Franca Mortati - LL.M. in Commercial and Corporate Law