Speaker details

Biography

Claudia Shan is a barrister and solicitor. She specializes in setting up foreign trust structures for non-residents. It focuses on wealth and asset management, succession planning, tax planning and fiduciary services. Claudia has advised clients on the establishment, administration, restructuring and termination of their personal, investment and business structures. . Both resident and non-resident clients consult her on local and foreign trusts, tax residency, succession and further international tax and trust law issues. She also deals with cross-border issues including Common Reporting Standard, FATCA, economic substance rules and other compliance/reporting issues that may impact a structure. Claudia is a full member of the Society of Trust and Estate Practitioners and is a respected author and contributor to international journals and reviews. She is recognised as specialist and is a member of two New Zealand Law Association committees, namely the Trust Law Commitee and the AML/CFT Commitee.