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David Dorgan TEP, Appleby
How should trustees approach the preparation of their minutes?
Appleby’s David Dorgan TEP asks what information should be included in trustees’ minutes, and compares historic and modern approaches.
David Dorgan is a partner and Group Head of the Private Client & Trusts department in Jersey. David has established himself as one of the leading lawyers in Jersey uniquely combining strengths in private client and trusts, corporate and finance work.
He has a significant specialism in private and commercial trusts and foundations, focusing on providing technical advice on their establishment and on-going administration which is tailored for the practical and commercial requirements of clients. He has extensive experience of drafting bespoke and complex trust instruments and foundation regulations for high and ultra-high net worth individuals and families, preparing bespoke will trusts and providing documentation for SPV, philanthropy, charitable and non-charitable purposes. He is a regular contributor of articles on trusts and foundations issues in the professional press, is the co-author of the ICSA Guide to Jersey Foundations and the author of the LexisNexis PSL Private Client Guides to Jersey trusts and foundations.
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