Mr David Dorgan

David Dorgan is a partner and Group Head of the Private Client & Trusts department in Jersey. 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 and is the co-author of the ICSA Guide to Jersey Foundations. David also has considerable experience in corporate and finance matters, in particular transactions involving trustees refinancing or selling and/or purchasing trust fund property and/or high net worth individuals or families entering into entrepreneurial ventures. David also provides opinions to foreign courts, foreign revenue authorities and institutional lenders on complex issues relating to trust and corporate issues. David graduated with a Master of Laws degree, trained with a major offshore firm in Jersey and qualified as a Jersey Solicitor in 2006, as a Jersey Advocate in 2008 and as a Jersey Notary Public in 2011. He is a full member of STEP and holds the Islamic Finance Qualification from CISI.”
Contributed to

2

Jersey foundations
Practice Note

This Practice Note, written by David Dorgan, partner of Appleby, Jersey, is a summary of the Jersey Foundations regime. It describes the main features of a Jersey Foundation and briefly addresses the incorporation process, the key persons involved in a foundation and their respective rights and duties, the uses of a foundation and the migration of a foreign foundations to Jersey. The regulation and taxation of foundations is also mentioned.

Jersey trusts
Practice Note

This Practice Note, written by David Dorgan, partner of Appleby, Jersey, is a summary of Jersey trust law and the types of trust commonly established in Jersey for both private wealth planning and commercial purposes. Jersey regulation and taxation of trusts is also mentioned.

Practice areas

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