IBA Annual Conference Copenhagen 2026
4 Oct - 9 Oct 2026
Session information
Trust me if you can: entity classification issues in common wealth planning strategies
Tuesday 6 October (1115 - 1230)
Committee(s)
Taxation Section
(Lead)
Private Client Tax Committee
Taxes Committee
Description
International wealth planning, management and preservation strategies often make use of trusts, foundations and a variety of other entities and structures, which can have significant implications for general corporate income tax and international tax planning. This panel will examine common wealth planning strategies and explore the entity classification issues and potential consequences that may arise when jurisdictions take differing approaches and reach contrasting conclusions.
Session / Workshop Chair(s)
| Jochen Kotzenberg | Flick Gocke Schaumburg, Bonn, Germany; Publication and Newsletter Editor, Private Client Tax Committee |
| Silvia Martina | BSVA - Studio Legale Associato, Milan, Italy; Secretary, Anti-Corruption Committee |
Speakers
| Marco Cerrato | Maisto e Associati, Milan, Italy |
| Sangna Chauhan | Charles Russell Speechlys , London, England; Secretary, Private Client Tax Committee |
| Joanna Jiang | East & Corcond Partners , Shanghai, China |
| Niklas Schmidt | WOLF THEISS Rechtsanwälte GmbH & Co KG, Vienna, Austria |
| Elizabeth J Stevens | Caplin & Drysdale, Chartered, Washington, District of Columbia, USA |