IBA Annual Conference Toronto 2025
2 Nov - 7 Nov 2025
Session information
Trusts, foundations, limited partnerships and more: a global exploration of modern governance and succession vehicles
Wednesday 5 November (1615 - 1730)
Committee(s)
Private Client Tax Committee
(Lead)
Description
This panel will explore the benefits and limitations of the varied family governance and succession vehicles used in jurisdictions around the world. Experts from the most prominent tax and planning jurisdictions will discuss how such structures are used to accomplish governance and succession goals in light of the ever evolving tax, disclosure and compliance rules.
Session / Workshop Chair(s)
| Eric Dorsch J.D. | Kozusko Harris Duncan, New York, New York, USA; Secretary, Private Client Tax Committee |
| Dirk-Jan Maasland | Loyens & Loeff, Amsterdam, Netherlands; Website Officer, Private Client Tax Committee |
Speakers
| Percy Castle Alvarez-Maza | DS Casahierro Abogados, Lima, Peru; Senior Vice Chair, Private Client Tax Committee |
| Johannes Gasser | Gasser Partner Rechtsanwälte, Schaan, Liechtenstein |
| Sunita Singh-Dalal | Hourani & Partners Legal Consultancy, Dubai, United Arab Emirates |
| Beth Tractenberg | Steptoe LLP, New York, New York, USA |