References

The trustee shall keep confidential all facts, data and information about which he gained knowledge in the course of or in connection with carrying out its fiduciary responsibilities. This obligation shall remain effective following the termination of the trust deed. The settlor (and his successor) may grant an exemption from the obligation of confidentiality.

Therefore, we cannot provide any information on our clients, thus for us the most valuable business reference is represented by the articles, books and presentations published by the managers and employees of Primus Trust Bizalmi Vagyonkezelő Zrt.


Publications



The use of the Hungarian Foundation for asset protection and private purposes

by Dr. Ákos Menyhei Dr. Ákos Menyhei

The introduction of the new Hungarian Civil Code1 three years ago has changed the estate planning environment, by providing for two types of legal solutions for estate planning...

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Introduction of the Trust in Hungary and the International Practice

A trust bevezetése Magyarországon és a nemzetközi gyakorlat

byDr.Ákos Menyhei Dr.Ákos Menyhei

In the present study, it said the book is essentially a selection of presentations at conferences so far contains edited versions, with the aim that these events should be made knowable to all those interested. The presentation of the book STEP operation of private law, licensing, taxation...

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Development of the estate planning industry through the introduction of the trust in Hungary

Development of the estate planning industry through the introduction of the trust in Hungary

by Dr.Ákos Menyhei Dr.Ákos Menyhei

Parallel with the implementation of the trust in Hungary, the complete legal environment was harmonized to conform to the trust rules. The author explains some of the misunderstandings of the continental law trust. In particular, the article describes the historical background, the...

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Business Law in Hungary

Business Law in Hungary

by Dr.Ákos Menyhei Dr.Ákos Menyhei

Business Law in Hungary is a complete summary work about the most important legal rules and their interpretations in Hungary. It appeals the attentions of foreign lawyers and investors who would like to understand in depth the legal system of an EU country. The work is a great cooperation of...

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Hungary: Estate planning in Hungary: private foundation or trust?

Hungary: Estate planning in Hungary: private foundation or trust?

by Dr.Ákos Menyhei Dr.Ákos Menyhei

In 2014, the new Civil Code entered into force in Hungary, providing local legal tools for estate planning. It provides for the option to establish both private foundations and trusts. The Trustees Act as additional legislation provides auxiliary rules creating a protected and tax-neutral...

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Hungary for business

Hungary for business

by Dr.Ákos Menyhei Dr.Ákos Menyhei

This article summarises the most important corporate and tax rules regarding business in Hungary.

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A bizalmi vagyonkezelés

A bizalmi vagyonkezelés

by Dr.Ákos Menyhei Dr.Ákos Menyhei és Dr. Gábor B. Szabó

A kézikönyv komplex módon, A-tól Z-ig összefoglalja a jogintézmény valamennyi releváns területét a szabályozás és a gyakorlat teljes kör# bemutatásával és szükség szerinti kritikájával. Így ismerteti a bizalmi vagyonkezelés sajátos vonásait, megkülönbözteti a hasonló célra alkalmas jogi...

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Limits to tax planning

Limits to tax planning

by Dr.Ákos Menyhei Dr.Ákos Menyhei

I'm one of the co-authors of this wonderful book that is about tax planning and its limits. The book was written during the International Tax Law LL.M. program of Vienna University of Economics and Business, cooperation with Austrian and International Tax Institute.

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Presentations



New ground for the trust concept

Szent István Egyetem - Bizalmi vagyonkezelő szakirányú továbbképzési szak

by Dr.Ákos Menyhei Dr. Ákos Menyhei LL.M, TEP

Oktatott tárgyak: Bizalmi vagyonkezelés alapjai, A magyar bizalmi vagyonkezelés joga, A bizalmi vagyonkezelés adózása és számvitele, A trustok nemzetközi gyakorlata

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STEP Europe Conference 2016

by Dr.Menyhei Ákos Dr. Ákos Menyhei LL.M, TEP

Advising the International Family in Europe

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ITPA 2016, London

by Dr.Menyhei Ákos Dr. Ákos Menyhei LL.M, TEP

ITPA International Tax Planning Association Conference London June 2016: The Hungarian Trust

International Wealth Forum 2013-Tallinn

by Dr.Menyhei Ákos Dr. Ákos Menyhei LL.M, TEP

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New ground for the trust concept

New ground for the trust concept

by Dr.Ákos Menyhei Dr. Ákos Menyhei LL.M, TEP

STEP Global konferencia 2014, Miami

New ground for the trust concept

The Hungarian Trust

by Dr.Ákos Menyhei Dr. Ákos Menyhei LL.M, TEP

STEP Israel konferencia 2014, Tel Aviv

New ground for the trust concept

Bizalmi vagyonkezelés polgári jogi szabályai

by Gábor B. Szabó Dr. Gábor B. Szabó, TEP

Bizalmi vagyonkezelési konferencia (Penta Unió, 2014)

New ground for the trust concept

Bizalmi vagyonkezelés adózása és számvitele

by Dr.Ákos Menyhei Dr. Ákos Menyhei LL.M, TEP

Bizalmi vagyonkezelési konferencia (Penta Unió, 2014)

New ground for the trust concept

A bizalmi vagyonkezelés bejelentése és engedélyeztetése

by Dr.Ákos Menyhei Dr. Ákos Menyhei LL.M, TEP

Bizalmi vagyonkezelési konferencia (Piac és Profit, 2014)

New ground for the trust concept

A bizalmi vagyonkezelési szerződés

by Gábor B. Szabó Dr. Gábor B. Szabó, TEP

Bizalmi vagyonkezelési konferencia (Piac és Profit, 2014)

New ground for the trust concept

A bizalmi vagyonkezelés adózása

by Dr.Ákos Menyhei Dr. Ákos Menyhei LL.M, TEP

STEP Hungary Konferencia, 2014

New ground for the trust concept

Bizalmi vagyonkezelés Magyarországon, avagy itt a magyar trust?!

by Gábor B. Szabó Dr. Gábor B. Szabó, TEP

STEP Hungary Konferencia, 2014

New ground for the trust concept

Bizalmi vagyonkezelés polgári jogi szabályai [Rules of trust in the Civil Code]

by Gábor B. Szabó Dr. Gábor B. Szabó, TEP

Trust conference (Penta Unió, 2014)

New ground for the trust concept

A bizalmi vagyonkezelés adózása és számvitele [Taxing and accounting of trusts]

by Dr.Ákos Menyhei Dr. Ákos Menyhei LL.M, TEP

Trust conference (Penta Unió, 2014)

New ground for the trust concept

Haszon magazin - A 100 legjobb magyar ügyvéd

Haszon magazin – A 100 legjobb magyar ügyvéd